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Dynamics for Power Users: Reports, Charts, and Dashboards

1h 6mAdvanced2018-05-31

Authors

Gini von Courter

Teaching computer classes on Microsoft Office for 20+ years

Course details

Learn how to work smarter in Microsoft Dynamics 365. In this advanced course, instructor Gini von Courter dives into using reports, charts, and dashboards to influence business workflows and share the data story inside Dynamics. Gini steps through how to create, modify, manage, and share reports. She also discusses how to create and modify charts and dashboards, use a system template, create Excel templates for Dynamics, and more.

Learning objectives
Running a report
Creating a report using the Report Wizard
Categorizing and managing reports
Creating charts and dashboards
Adding a dashboard chart and a dashboard list
Modifying a dashboard's appearance
Customizing templates and views

Skills covered

DynamicsCRM SoftwareBusiness IntelligenceCustomer ServiceSalesData ScienceBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftDeep Dive (X:Y)

Concepts

0. Introduction

01 - Welcome
02 - What you need

1. Create, Modify, and Manage Reports

03 - Run a report
04 - Create a report using the Report Wizard
05 - Modify custom reports
06 - Categorize and manage reports
07 - Export, refresh, and print reports
08 - Share a report

2. Create Charts and Dashboards

09 - Create and modify a chart
10 - Create a dashboard
11 - Add a dashboard chart
12 - Add a dashboard list
13 - Modify dashboard appearance

3. Customize Templates and Views

14 - Use a system template
15 - Create a personal Word template
16 - Create a personal view
17 - Download data for an Excel template
18 - Modify a template in Excel
19 - Upload an Excel template
20 - Create a personal email signature

Conclusion

21 - Next steps