Microsoft Dynamics 365 Reporting

In this course, students will learn advanced concepts build, deploy and support Reports and Dashboards built in Microsoft Power BI that use data in Microsoft Dynamics 365, including the Dataverse, Business Central and Dynamics 365 Finance.

Description

 

In this course, students will learn advanced concepts build, deploy and support Reports and Dashboards built in Microsoft Power BI that use data in Microsoft Dynamics 365. 

 

 

Course Outline

 

 

Module 1: Introduction to Power BI

Introduces Power BI, Power BI Desktop and the Power BI Service.

Lessons

  • Introduction to business intelligence
  • Introduction to data analysis
  • Introduction to data visualization
  • Overview of self-service BI
  • Power BI Desktop
  • The Power Bi Service

Lab : Power BI Desktop

  • Power BI Desktop Orientation
  • Power Bi Service Orientation

 

 

Module 2: Introducing Power BI and Dynamics 365

In this module your will learn how Power BI works with Dynamics 365.

Lessons

  • Power BI Desktop and Dynamics 365
  • Power BI Desktop and the Dataverse
  • Power BI Desktop and Business Central
  • Power BI Desktop and Dynamics 365 Finance

Lab : Connecting Power BI to Dynamics 365 Data

  • Connecting to Power BI data
  • Working with Dynamics 365 data in Power Query

 

 

Module 3: Creating Reports in Power BI

In this module you will learn how to design and implement Power BI Reports that work with Dynamics 365 Data.

Lessons

  • Creating reports in Power BI Desktop
  • Working with Datasets
  • Working with Filters
  • Working with Visualizations
  • Working with Dataflows
  • The Dataverse Connector
  • The Business Central Connector
  • The FinOps Connector

Lab : Creating reports in Power BI

  • Design and implement a Report in Power BI
  • Publishing reports to the Power BI Service

 

 

Module 4: Creating Dashboards in Power BI

In this module you will learn how to design, implement and share Power BI Dashboards that work with Dynamics 365 Data to embed into Dynamics 365 Apps.

Lessons

  • Creating Power BI Dashboards
  • Working with Workspaces
  • Mobile Dashboards
  • Data Refreshing
  • Sharing Dashboards
  • Embedding Dashboards in Dynamics 365 Apps

Lab : Creating Dashboards in PowerBI

  • Design and implement a Dashboard in Power BI
  • Share your Dashboard with other users and groups
  • Embed Power BI Dashboards and Tiles in Dynamics 365 Apps

 

 

Module 5: Power BI Apps

In this module you will learn how to  work with Power BI Apps.

Lessons

  • An overview of Power BI Apps
  • Using Apps to Publish Dashboards
  • Apps and Security

Lab : Power BI Apps

  • Create an App
  • Publish Power BI Dashboards in an App

 

 

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