About this course

Course type Performance Plus
Course code QACRMRS
Duration 1 Day

This one-day CRM Reporting course informs delegates how to deliver both simple and more complex reports to their the CRM system. Delegates will first learn how to use the basic report wizard to create reports, import and export reports. Delegates will then create reports using the more complex SQL Server Data Tools environment. Reports will be written using both T-SQL and FetchXML. This course is designed for both CRM On-premise users and CRM Online users.

Prerequisites

  • Delegates must have a working knowledge of Microsoft Dynamics CRM.
  • Some TSQL knowledge is advantageous if writing reports for CRM on-premise
  • Some previous knowledge of Visual Studio is advantageous

Please note: Before attending this class delegates must have a Microsoft account (signing up one is free). The instructions on how to set up a Microsoft account can be found here.

Outline

  • Introduction to Reporting
  • Reporting within Dynamics CRM 2016
  • Using SQL Server Data Tools for Reports
  • Advanced Reporting Features
  • Additional Fetch-Based Reporting Options

Performance Plus

1 Day

Duration
Microsoft Dynamics
Delivery Method

Delivery method

Classroom

Face-to-face learning in the comfort of our quality nationwide centres, with free refreshments and Wi-Fi.

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