Reporting in Microsoft Dynamics CRM 2016 (cours 80445)
Cours disponible en français ou en anglais - Training available in French or in English
Durée: 1 jour
Objectifs du cours :
This one-day instructor-led course, Reporting in Microsoft Dynamics CRM 2011, provides students the information to better understand reporting methods along with more advanced reporting features of Microsoft Dynamics CRM 2011.
Compétences acquises :
Les stagiaires seront à même d'effectuer les tâches suivantes :
- Discuss the background knowledge that is helpful or necessary to create reports for Microsoft Dynamics CRM 2011.
- Explain the purpose of the primary report development environments used to create and deploy reports within Microsoft Dynamics CRM 2011.
- Outline the specific tools used to create and modify reports.
- Examine how dashboards can incorporate charts and reports
- Explain how basic charting concepts translate to Microsoft Dynamics CRM 2011 chart design.
- Identify resources available for creating basic and complex charts.
- Demonstrate the use of the Chart Designer window.
- Explain the proper use of each of the default chart types.
- Demonstrate and explain the steps to export the chart XML for a particular chart.
- Demonstrate and explain the steps to import the chart XML for a particular chart.
- Explain the XML chart schema.
- Explain and demonstrate how to modify the chart XML
- Explain the report development process.
- Explain how SQL based and FetchXML based reports are used.
- Describe the default reports included in a new installation of Microsoft Dynamics CRM.
- Create reports using the Report Wizard.
- Describe the tools used to modify and create a report outside of Microsoft Dynamics CRM 2011.
- Describe the process for exporting and importing .RDL files
- Describe the type of background and experience needed to modify and create SQL based reports through Business Intelligence Development Studio (BIDS).
- Explain the use of Filtered Views.
- Describe the benefits of Filtered Views.
- Demonstrate the use of Filtered Views.
- Understand how to create a Microsoft SQL Server Reporting Services (SSRS) project within Visual Studio 2008.
- Demonstrate how to create a database connection.
- Explain how to define a data set.
- Explore how to format a report.
- Explain how to add groupings to an SSRS report.
- Demonstrate how to use the BIDS Report Wizard.
- Explain and demonstrate the use of different data regions.
- Describe how charts and gauges can be used to provide visualizations of data.
- Review the use of Geospatial Visualizations.
- Explain the different types of report parameters available.
- Explain how parameters are used.
- Explain how pre-filtering is used within Microsoft Dynamics CRM reporting
- Examine what FetchXML is and how it is used to create FetchXML-Based reports.
- Understand the options available for authoring reports in Microsoft Dynamics CRM.
- Examine the FetchXML schema and how to use it.
- Implement the use of parameters within FetchXML queries
- Implement pre-filtering using FetchXML.
- Create queries that emulate UNION's.
- Create reports that implement multiple FetchXML datasets and parameters.
- Examine and understand simple expressions and queries used within SSRS reports.
Connaissances requises :
Pour suivre ce cours, les stagiaires doivent disposer des connaissances suivantes :
- Experience using Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011
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