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Reporting In Microsoft Dynamics CRM & Dynamics 365 Duration 1 Day

Course Overview

This one-day CRM Reporting course informs delegates how to deliver both simple and more complex reports to their the CRM system. Delegates will first learn how to use the basic report wizard to create reports, import and export reports. Delegates will then create reports using the more complex SQL Server Data Tools environment. Reports will be written using both T-SQL and FetchXML. This course is designed for both CRM On-premise users and CRM Online users.

 

Prerequisites

Delegates must have a working knowledge of Microsoft Dynamics CRM.

Some TSQL knowledge is advantageous if writing reports for CRM on premise

Some previous knowledge of Visual Studio is advantageous

Outline

Introduction to Reporting

Reporting within Dynamics CRM 2016

Using SQL Server Data Tools for Reports

Advanced Reporting Features

Additional Fetch-Based Reporting Options