Mon, 15 Apr 2019 13:00:00 GMTWed, 17 Apr 2019 20:30:00 GMT

Day 1 – Introduction to Reporting Writing in Dynamics CRM 2011 to 2016

Audience 

This course is intended for users with an enhanced skillset in handling data and analysis particularly for reporting such as business analysts, data analysts, support staff, researchers, programmers, report writers and database analysts. Students will gain a knowledge of the possible ways to report on Data as Super users, support staff, administrators, report writers and developers. Any individual intending to facilitate these or similar roles is suitable for the course.

Course Description

This course looks at the fundamentals of reporting in Microsoft Dynamics CRM. Starting with the available and configurable tools in the system then progressing to the custom Report Builder tool. Students will gain a well-rounded knowledge of the capabilities available for reporting in Microsoft Dynamics CRM. Labs, exercises and courseware are all tailored for the public sector domain using a variant of a case management system to handle complaints. This course always precedes the 2 day Advanced Report development course but can be taken in isolation for non-developers, or those who do not need to write advanced reports.

Price: 

$1450.00 

 

Course Pre-requisites

This course assumes students have a basic knowledge of Microsoft Dynamics CRM from an end-user perspective. We recommend our 0100 series courses before attending this course if your knowledge of Microsoft Dynamics CRM is limited (e.g. 0101, 0102 etc...).

Course Objectives

After completing this course, students will:

  • Understand the Toolset available in Microsoft Dynamics CRM for reporting and analytics.
  • Will have hands-on experience with writing and editing basic reports in Reports Wizard and Report Builder
  • Will have the skills to report in Excel
  • Will have the skills to deploy and manage reports in their existing Dynamics Solutions
  • Will have the skills to write custom reports

     

Course Modules:

Module 1:       Introduction to Reporting in Dynamics CRM 

The philosophy and design behind Microsoft Dynamics’ reporting structured is introduced and reinforced with a few exercises to acclimatize new users to the CRM Dynamics environment from a reporting/analytical perspective.

Topics:

  • Introduction to Reporting
  • Reviewing Entities, attributes and their relationships
  • Advanced Find feature and Filtered Views

Module 2:      CRM Native Reporting Tools 

This module looks at the out of the box reporting tools available to basic and/or super users of the system. Exercises are focused on the 5 W’s (Who, What, Where, When and Why) of each tool and how to use them appropriately to get useful information out of the system.

Topics:

  • Charts & Dashboards
  • Report Wizard
  • Using Microsoft Excel for Reporting

Module 3:      Editing and Deploying Reports created with Report Wizard 

Deploying reports from previous or existing systems can be a great advantage for new users who need to grasp an understanding of how a Dynamics solution has been setup and how the data might matter to it users. This module focuses on both custom and Report Wizard reports, deploying them and editing them in Report builder to see how they are designed.

Topics:

  • Deploying Reports
  • Editing a Report wizard Report in Report Builder 3.0

Module 4:      Building a Custom Report with Report Builder 

This module focuses on building a simple custom report using the Report Builder tool. 

Topics:

  • A look at dynamic SQL vs. traditional SQL queries
  • Building a Basic Report
  • Deploying Custom reports and parent reports

                   

Day 2-3 – Advanced Reporting in Dynamics CRM 2011 to 2016

Audience

This course is intended for users with an enhanced skillset in handling data and analysis particularly for reporting such as business analysts, data analysts, support staff, researchers, programmers, report writers and database analysts. Students will gain a knowledge of the possible ways to report on Data as Super users, support staff, administrators, report writers and developers. Any individual intending to facilitate these or similar roles is suitable for the course.

Course Description

This 2-day instructor-led course looks at the advanced features for reporting in Microsoft Dynamics CRM.

Starting with a brief look at the configurable tools in the system then progressing to the custom Report Builder and Visual Studio tools. Students will gain a detailed knowledge of the capabilities available for reporting in Microsoft Dynamics CRM, particularly for custom reports. Labs, exercises and courseware are all tailored for the public sector domain using a variant of a case management system to handle complaints. 

Course Pre-requisites

This course assumes students have a basic knowledge of Microsoft Dynamics CRM from an end-user perspective. We recommend our 0100 series courses before attending this course if your knowledge of Microsoft Dynamics CRM is limited (e.g. 0101, 0102 etc...).

Students are also intended to have a basic knowledge of SQL Server Management Studio and Visual Studio and/or have basic foundation of how to write queries in SQL.

Course Objectives

After completing this course, students will:

  • Understand the Toolset available in Microsoft Dynamics CRM for reporting and analytics.
  • Have a working knowledge of Advanced Techniques used for reporting and data capture
  • Will have hands-on experience with writing and editing advanced reports in Reports Wizard and Report Builder
  • Will be able to edit & customize reports and charts with Notepad.
  • Will learn the basics of Solution Management and Deployment in Dynamics CRM
  • Will have the skills to deploy and manage reports in their existing Dynamics Solutions
  • Will have the skills to link reports together (e.g. for a drill-through, sub-reporting etc…)
  • Will have the skills to customize the charts and Dashboards tools in CRM beyond the out of the box features 
  • Will have the skills to report in Excel
  • Will have the skills to update legacy reports to a new version of Dynamics CRM

     

Course Modules: Day 2 – Enhanced tools, building Custom Reports, Charts and Excel reports in Dynamics

Module 5:      Understanding reporting & analytics in Dynamics from a Microsoft stack perspective 

The design behind Microsoft Dynamics’ reporting & analytics structure is reviewed and built upon with a detailed exercises that intend to show the common deployed report setups in Dynamics CRM and discuss how to write reports in these different environments.

Topics:

  • Introduction to the Dynamics and SQL Server Report Services terms
  • Placing the infrastructure – Different Dynamics Deployments for Reports
  • Connection Strings and changes during deployment
  • Understanding the Configuration of your Report Server

Module 6:      Reporting Using Excel and SQL Analysis Services

Often Microsoft Excel covers the major requirements and complex calculations that users need on a relatively flat set of data. This module looks at the different data exporting approaches and how to use these for reporting on Dynamics data from both an ad-hoc and repeatable perspective. Further exercises show you how to leverage the analysis services of excel to virtually remove Dynamics from the equation and go straight to the data source for reporting and future maintenance.

Topics:

  • Exporting data for ad-hoc reporting
  • Using Dynamic queries to gather and refresh changes to data over time
  • Pivot tables for repeatable reporting
  • Updating and editing the Dynamics queries in your spreadsheet.

Module 7:      Editing and Deploying Reports created with Report Wizard 

Deploying reports from previous or existing systems can be a great advantage for new users who need to grasp an understanding of how a Dynamics solution has been setup and how the data might matter to it users. This module focuses on both custom and Report Wizard reports, deploying them and editing them in Report builder to see how they are designed.

Topics:

  • Editing a Report Wizard Report in Report Builder 3.0
  • Deploying Reports

Module 8:  Editing Charts XML and Reports RDLs from Notepad & Visual Studio

Often, certain environment criteria and deployment debugging/validation/automation can be done by editing the text in a report or chart. This module looks at the structure at a high-level to give students the lowest-level understanding of the reporting and charting framework used in Dynamics CRM and then builds on these concepts in detail working in Visual Studio.

Topics:

  • Adding Categories and data types
  • Changing colours and basic Chart properties
  • Editing a custom report with Notepad
  • Editing a Chart in Visual Studio
  • Editing a Report in Visual Studio

     

Day 3 – Advanced principles and tricks for queries, filtering and drill-downs on Reports in Dynamics CRM

Module 9:      SQL Server Management Studio and Queries for Dynamics CRM 

Querying data is always the first step in building an efficient and effective report. This modules introduces the mandatory concepts needed in writing a SQL query for reports run in Dynamics CRM.

Topics:

  • SQL Server Management Studio and basic query writing
  • Rule of using Filtered views and logging onto the SQL server as a valid Dynamics user
  • Build a report using the iTeach DB
  • Parameters
  • Filtering by parameters
  • Filtering Parameters by Parameters o System Values: Using the Current User Parameter

Module 10:  Using Filters and Reports to Drilldown on other Reports or View of Data 

The filter and drilldown options available in SSRS provide a rich set of options for Report designers to use in order to get information out of their data. This module focuses on the breadth of techniques to filter, drill down and expand/collapse controls on a report and uses exercises to reflect common uses of these features.

Topics:

  • Using the hide feature
  • Using the Filter features
  • Add a drilldown option to your report

Module 11:     Using Filtering Features and Dynamic SQL in a Report 

Dynamics provides a set of additional options to a user in Report Builder outside of the Report Builder tool itself. This module focuses on the Dynamics specific options available to users regarding filtering and Dynamic SQL commands.

Topics:

  • Add an entity filter to the report
  • Write a report using Dynamic SQL

Module 12:     Report Building Tips and Tricks 

Dynamics provides a wide range of applications for their reporting and analytical tools, this section focuses on the miscellaneous uses of the reporting tools available to users with a Microsoft Dynamics environment available to them.

Topics:

  • Building Record URLs
  • Deployment & local DB calls
  • Updating old Report from CRM 2011 & 4.0 built in Report builder 2.0 to 3.0          
  • Running a Report in an iFrame
  • Running a Report in a Dashboard
  • Add a report to the Sitemap
  • Running a Report in Excel