This course is designed for citizen developers and technical users, providing the skills required to create custom visualizations and implement the reporting for Dynamics 365 Customer Engagement (CRM).
Attendees of this course will gain an in-depth understanding of how to configure and set up a reporting and analytics environment that integrates with Dynamics 365 data, build custom reports, create stunning dashboards by integrating PowerBI with Dynamics 365 and configure and deploy the AI features of Dynamics 365, including Customer Insights, Sales Insights, Customer Service Insights and step through practical scenarios using the Power Apps AI Builder.
Module 1: Introduction to Analytics in Dynamics 365
This module introduces the concept of building an analytics environment in Microsoft Dynamics 365. You will learn about the tools and resources that are available as well as best practice methodologies and fundamentals.
Lab 1: Analytics Orientation
Module 2: Dynamics 365 Analytics Options
This module presents the various options available in Dynamics 365 for analyzing data.
Lab 1: Exploring analytics in Dynamics 365
Module 3: SSRS Reporting in Dynamics 365
In this module you will learn about the process to create custom reports, how to configure your reporting environment and how to use the different tools available for building custom SSRS reports for Dynamics 365.
Lab 1: Set up your Reporting Environment
Lab 2: Create a custom Report
Module 4: Build PowerBI Reports with Dynamics 365 Data
In this module you will learn how to connect PowerBI to Dynamics 365, bring Dynamics 365 data into a PowerBI dataset, build custom PowerBI reports and dashboards, and surface PowerBI Dashboards inside Dynamics 365.
Lab 1: Set up your PowerBI Environment
Lab 2: Build a PowerBI dashboard with Dynamics 365 data
Module 5: Dynamics 365 AI and Insights
This module introduces you to the AI features of Dynamics 365. You will learn how to configure Customer Insights, Sales Insights and Customer Service Insights in Dynamics 365. You will also learn how to configure and implement a the AI builder in Power Apps.
Lab 1: Set up your Insights Environment
Lab 2: Using AI Insights to analyze Dynamics 365 data
Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. As a minimum, students should attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’.
This course is intended for Information Workers, Technical students, Administrators and Developers.