Business Intelligence and Analytics for Dynamics 365 (CRM)
Experience reporting from 2 different perspectives – Dynamics 365, and PowerBI. All these perspectives are ultimately converging towards the main goal of delivering the right insights, at the right time, into any business.
Each of these perspectives are delivered through independent modules. If you are comfortable in one, enhance your understanding and delve deeper with the others.
Audience: Business Analysts, Data Analysts, Report Designers, System Architects, Developers, System Integrators, Project Managers
Prerequisite: Microsoft Dynamics Configuration or relevant experience
This class is delivered as an instructor-led virtual class.
- 3 online sessions 1-5PM (Eastern).
- We cover the theoretical topics in the agenda, walking through the design steps and inciting the audience to architectural discussions.
- Off-line support is provided to students working on the hands-on-labs through a dedicated channel; any complex lab questions will be addressed during the live sessions.
Experience, enthusiasm and passion matter. Join DynamicsU for the most comprehensive, in-depth training available anywhere for Microsoft Dynamics 365.
Instructor - Adriana Nedelcu, MCT, PMP, MSc
Spots are limited for this training, so register today.
Business Intelligence and Analytics for Dynamics 365
Learn how to use the right Business Intelligence and Analytics capabilities available within either the Dynamics 365 app or in Power BI. Go right into exploring your data and surfacing different facets without having to understand extensive development tools, or have a technical background. Build specialized reporting widgets and roll them out quickly to a wider audience or functional roles. Explore the boundaries of these reporting tools to understand the complexity they align with. Define a clear starting point for developers, to shorten the dev cycle.
- D365 reporting environment
- Power BI environment
- Common Elements and Differences
- Report Wizard
- Interactive Dashboards
- Power BI Desktop
- Data Sources
- PBI Charts
- PBI Dashboards
D365 and Power BI
- Publish Power BI assets to D365
- PBI vs D365 Charts
- PBI vs D365 Dashboards
Personal Machines are Required
Each attendee should have a machine with local admin permissions. We will have dedicated time for the configuration of all the necessary dev reporting tools required to work on the labs.
Each student will have their own Learning and Development environment for the duration of the class.
This training is hands-on. Students will require their own machine ready with audio/video capabilities. We recommend using a modern browser for the richest hands-on experience.
Training Locations and Time
All registrations are pending approval by Microsoft and DynamicsU Corporation.