80657 Отчетность в Microsoft Dynamics CRM 2015


Продолжительность: 1 день(8 ак.часов)

Стоимость очного обучения: 13950руб.

Другие формы обучения:

Расписание обучения Microsoft CRM

13250 руб.

Description

This course describes the techniques required to deploy and administrate Microsoft Dynamics CRM 2015.

What are the goals for this course?

  • Discuss the background knowledge that is helpful or necessary to create reports for Microsoft Dynamics® CRM
  • Explain the purpose of the primary report development environments used to create and deploy reports within Microsoft Dynamics CRM
  • Examine how dashboards can incorporate charts and reports
  • Understand and utilize the Microsoft Dynamics CRM Report Wizard
  • Explain and implement proper chart design standards

Outline

Module 01: Introduction

  • Module Overview
  • Useful Background Knowledge and Skills
  • Development Environments
  • Reporting Tools and Possibilities
  • Module Review
  • Test Your Knowledge

Module 02: Visualization

  • Module Overview
  • Basic Charting Concepts
  • The chart making process
  • Chart Types
  • Practice: Creating Basic Charts: Multi Series Bar Chart and Pie Chart
  • Exporting and Importing Charts
  • Chart XML
  • Practice: Modifying Chart XML
  • Module Review
  • Test Your Knowledge

Module 03: Introduction to Reporting Basics

  • Module Overview
  • Report Development Process
  • Report Types
  • Default Reports
  • Report Wizard
  • Practice: Designing a Report Wizard Report
  • Report Environments
  • Module Review
  • Test Your Knowledge

Module 04: BIDS and SQL Based Reports

  • Module Overview
  • Knowledge and Resources
  • Filtered Views
  • Data types and naming conventions
  • Business Intelligence Development Studio Options
  • Practice: Create a BIDS Report Using the Report Wizard
  • Sub-Reports
  • Practice: Create a BIDS Report with a Subreport Using Visual Studio
  • Parameters
  • Pre-filtering
  • Advanced Reporting Example
  • Practice: BIDS Report using Parameters and Expressions
  • Module Review
  • Test Your Knowledge

Module 05: FetchXML Reports

  • Module Overview
  • What is FetchXML
  • Authoring FetchXML Based Reports
  • Practice: Creating a Fetch-Based Custom Report
  • Introduction to FetchXML
  • Expressions and collections
  • Module Review
  • Test Your Knowledge

Module 06: PowerBI and Microsoft Dynamics CRM

  • Module Overview
  • What is PowerBI
  • Power Query
  • Practice: Creating a Basic Power Query Worksheet Using Odata
  • Power Query and Microsoft Dynamics CRM
  • Practice: Create a Power Query Worksheet For Opportunities by Location
  • PowerPivot
  • Practice: Using PowerPivot, Create a Pivot Table That Displays Hierarchies and KPIs
  • PowerView
  • Practice: Create and Opportunity Analysis Power View Dashboard
  • PowerMap
  • Practice: Create a Power Map and Display Stacked Column Charts by Location Showing Total Value by Opportunity Status
  • Module Review
  • Test Your Knowledge

 

 

По окончании курса всем слушателям, успешно освоившим материал выдается международный сертификат Microsoft.

 

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