Use the Latest tools to create charts, reports and Odata and improve business performance.

Only £625 + VAT


Course Details

Title: T4CRM039 - CRM 2016 Reporting
Duration: 1 day
Price: £625 + VAT

After completing the course, students will be able to understand basic reporting functionality available in Microsoft Dynmaics CRM 2016; gain familiarity with common reports availible in microsoft Dynamics CRM 2016; develop an understanding of SRS, BIDS and FetchXML as it pertains to Microsoft Dynamics CRM 2016.

Module 1: Introduction to Reporting in CRM 2016

Objectives
Useful Background Knowledge and Skills
Reporting Development Environments
Reporting Tools and Possibilities
Solutions

Module 2: Visualizations

Objectives
Basic Charting Concepts
Resources
Lab 2.1 - Creating Basic Charts: Multi Series Bar Chart & Pie Chart Exporting Charts
Importing Charts
Modifying the Exported Chart XML
Lab 2.2 - Modifying Chart XML

Chapter 3: Introduction to Reporting Basics

Objectives
Report Development Process
Types of Reporting in Microsoft CRM 2016
Default Reports
The Reports Wizard
Lab 3.1 - Reports
Reporting Environments
Exporting and Importing RDL Files

Chapter 4: Business Intelligence

Development Studio and SQL Based Reports
Objectives
Understanding the Business Intelligence Development Studio
Filtered Views
Creating a Basic SSRS Report
Lab 4.1 - Basic BIDS Report Wizard
SSRS Data Regions
Lab 4.2 - BIDS Report Using SSRS Data Regions
Lab 4.3 - BIDS Report Using Parameters and Expressions

Chapter 5: Fetch-Based Reporting

Objectives
What is FetchXML?
Authoring of Fetch-Based Custom Report
Lab 5.1 - Creating a Fetch-Based Report
Introduction to FetchXML
Introduction to Expressions and Collections
Lab 5.2 - FetchXML-Based Report that Uses Aggregation and Parameters

Before attending this course, students must have:
• General knowledge of Microsoft Windows.
• General knowledge of Microsoft Office.