Description

Introduction

Microsoft Dynamics 365 provides powerful reporting and dashboard capabilities to help businesses make data-driven decisions. This Reporting & Dashboards in D365 training focuses on intermediate-level reporting techniques, including built-in reports, Power BI integration, and custom dashboard creation to enhance business insights and performance tracking.

Prerequisites

• Basic understanding of Dynamics 365 applications
• Familiarity with data visualization and reporting concepts
• Experience with Power BI is beneficial but not required

Table of Contents

1. Introduction to Reporting in Dynamics 365
   1.1 Overview of Reporting Capabilities
   1.2 Understanding Data Sources in Dynamics 365
   1.3 Built-in vs. Custom Reports

2. Exploring Standard Reports in Dynamics 365
   2.1 Navigating and Running Built-in Reports
   2.2 Modifying Standard Reports
   2.3 Exporting Reports to Excel and PDF

3. Creating Custom Reports with Report Builder
   3.1 Introduction to SQL Server Reporting Services (SSRS)
   3.2 Designing Custom Reports with Report Builder
   3.3 Formatting and Enhancing Report Layouts

4. Power BI Integration with Dynamics 365
   4.1 Connecting Power BI to Dynamics 365 Data
   4.2 Using Power Query to Transform Data
   4.3 Publishing and Embedding Power BI Reports

5. Building Interactive Dashboards
   5.1 Understanding Dashboard Components
   5.2 Creating and Customizing Dashboards in Dynamics 365(Ref: Advanced Financial Management in Dynamics 365 F&O)
   5.3 Adding Charts and KPIs for Visual Insights

6. Advanced Charting and Visualization
   6.1 Using System and Personal Charts
   6.2 Configuring Multi-Series and Drill-Through Charts
   6.3 Applying Filters and Data Segmentation

7. Data Modeling for Reporting
   7.1 Understanding Data Relationships and Entities
   7.2 Creating Calculated and Rollup Fields
   7.3 Best Practices for Data Structuring

8. Security and Role-Based Reporting
   8.1 Managing Report Access with Security Roles
   8.2 Creating Role-Specific Dashboards
   8.3 Controlling Data Visibility in Reports

9. Automating Report Generation and Distribution
   9.1 Scheduling Reports in Dynamics 365
   9.2 Automating Report Distribution via Email
   9.3 Using Power Automate for Report Workflows

10. Optimizing Performance and Troubleshooting
    10.1 Improving Report Load Times
    10.2 Debugging Common Reporting Issues
    10.3 Best Practices for Efficient Reporting

11. Future Trends in Reporting and Dashboards
    11.1 AI-Powered Insights in Dynamics 365
    11.2 Advanced Analytics and Predictive Reporting
    11.3 Emerging Tools for Business Intelligence

Conclusion

This Reporting & Dashboards in D365 training enhances your ability to create, modify, and optimization. By leveraging built-in reporting tools, Power BI, and automation, businesses can gain deeper insights, improve decision-making, and enhance operational efficiency.

Reference