1 Day
Report Authors
On Demand
This Revision
Microsoft Dynamics 365 Finance
Delivery Method
Online Live Class and On Demand

Microsoft Dynamics 365 Finance for Reporting


This course is aimed at report authors, end users, project managers, and consultants who are needing to gain insights into operational data held within Microsoft Dynamics 365 Finance and Operations.


In this course you will learn to master all the necessary tools and resources to connect to, evaluate, query and visualize data held within Dynamics 365 Finance and Operations, including:

  • Learn about Microsoft Dynamics 365 Finance Reporting options
  • Learn about the in-built Reports and how to make the most of Search Inquiries
  • Learn how to effectively use all search tools in Dynamics 365 Finance to be productive
  • Learn tips and tricks, best practices, and recommendations while working with Dynamics 365 Finance data
  • Learn how to leverage intelligence and analytics through Power BI integration



Module 1: Overview of Analytics, Business Intelligence, and Reporting in Dynamics 365 Finance

  • Information insights in Dynamics 365 for Finance and Operations
  • Platform Enablement for Analytics
  • OOTB Reports
  • Search Inquiries
  • Custom Reports
  • Working with Data in Excel
  • Power BI
  • Power BI options
  • Licensing considerations
  • Data refresh options
  • Data insights leveraging Azure
  • Modern reports and SSRS
  • Electronic reporting
  • Mobile platform
  • Offline and mobile apps
  • Financial Reporting / Management reporter
  • Best practices in analytics and information insights


Module 2: Working with Dynamics 365 Data

  • Reporting options in D365
  • SSRS reports
  • Financial reporter
  • Power BI reports
  • Inquiries feature
  • Data interrelation in various D365 modules
  • Periodic activities feature
  • Data export options
  • Data export using office integration
  • Data handling (view, update) using office integration
  • Data export using periodic jobs/batches
  • Data export using reports
  • Data handling using Data management
  • Data management using Workspaces
  • Standard Workspaces
  • Creation of Custom Workspaces


Module 3: Introducing Power BI with Dynamics 365

  • Power BI Desktop and Dynamics 365
  • Power BI Desktop and Dynamics 365 Data
  • Power BI Desktop and Dynamics 365 Financials


Module 4: Creating Reports in Power BI

  • Creating reports in Power BI Desktop
  • Working with Datasets
  • Working with Filters
  • Working with Visualizations
  • Working with Dataflows
  • The Dynamics 365 Connector


Module 5: Creating Dashboards in Power BI

  • Creating Power BI Dashboards
  • Working with Workspaces
  • Mobile Dashboards
  • Data Refreshing
  • Sharing Dashboards


Module 6: Power BI Apps, Security and Embedding

  • An overview of Power BI Apps
  • Using Apps to Publish Dashboards
  • Apps and Security
  • Embedding Power BI Dashboards into Dynamics 365 Finance