Duration
4 days
Outline
Reporting in Dynamics 365
Module Overview
- Background Knowledge
- Chart Making Procedure
- Define the Message
- Comparing Data
- Showing Distribution
- Parts of a Whole
- Trend Over Time
- Deviation
- Preparing the Data
- Import / Export Charts
- Demonstration: Creating a basic Chart
- Module Review
Module Overview
- Exporting Charts
- Understanding chart XML schema
- Element Definition and Properties
- Creating Charts
- Module Review
Module Overview
- Using Microsoft Dynamics CRM Report Wizard
- Types of Reports
- Creating a Tabular Report
- Demonstration: Reports and Charts
- Demonstration: Wizard Report
- Power BI Component - PowerQuery
- Demonstration: Demo: OData Connection, PowerQuery, and Microsoft Dynamics CRM
- PowerQuery and Microsoft Dynamics CRM Scenarios
- Microsoft Dynamics CRM Online, PowerView, and PowerQuery
- Power BI Component – PowerMap
- Power Map Layer
- Data Mashup with non-CRM Data
- Demonstration: Power Pivot and Microsoft Dynamics CRM Online
- Demonstration: Using PowerView and Microsoft Dynamics CRM
- Demonstration: Using PowerMap, Layers, and Microsoft Dynamics CRM
- Module Review
Module Overview
- BIDS and Fetch based reports
- Aggregate
- Count Column
- Pre-filtering with FetchXML
- Designing Reports using FetchXML
- Demonstration: Designing a Basic FetchXML Report in BIDS
- Parameter Types
- Demonstration: Using Parameters in a FetchXML Report
- Expressions and Collections
- Demonstration: Using Expressions in FetchXML Based Report Design
- FetchXML Reports and Sub-Reports
- Demonstration: Using Sub-Reports in FetchXML Based Report Design
- Other Reporting Scenarios
- Module Review
Microsoft Power Platform App Maker
Module 1: Introduction to Power Platform
- Course Introduction
- Components and Features of Power Platform
Module 2: Create a Model Driven App in Power Apps
- Introduction to Common Data Service
- Introduction to Model-Driven Apps
- Create Model Driven Apps
Module 3: Create a Canvas App in Power Apps
- Introducing Power Apps
- Power Apps building blocks
- Licensing
Module 4: Automate a Business Process using Power Automate
- Introducing Power Automate
- Creating Flows
Module 5: Create and Use Analytics Reports with Power BI
- Get Started with Power BI
- Parts of Power BI
Module 6: AI Builder
- Introducing to AI Builder
- Choose an AI Capability
Programme scope, delivery arrangements and suitability are confirmed during enquiry.