Reporting with Microsoft Dynamics CRM 4.0

Course Description:

Microsoft Dynamics CRM 4.0 comes with a variety of reporting tools, most of which do not require coding. In this workshop we will explore these capabilities: Advanced find and Views, Exporting data to Excel using Dynamic reports, Report wizard and more. During the workshop, we will use these capabilities to build an Excel based dashboard for the Service/Sales module. Target audience: System Analysts, Implementers, Consultants, Application owners


Trainer:

Yaniv Arditi experts in Microsoft Dynamics CRM products and is officially certified by Microsoft to develop and implement these products. In the last four years, as a product expert, Yaniv was involved in consulting, training and managing various projects for global organizations which implemented Microsoft Dynamics CRM products in versions 1.2 to 4.0. Among his other roles, Yaniv carried out a long line of development roles as a development team leader and solutions architect for ASP.NET technology. In 2008 Yaniv has joined E4D as a consultant and trainer who experts in the development of interfaces and ISV solutions for Microsoft Dynamics CRM products

Course Content:

Module 1: Introduction to Microsoft Dynamics CRM 4.0 Reporting tools
  • Microsoft Dynamics CRM 4.0 reporting tools overview
  • Choosing the right tool for the job
  • Using external reporting solutions
Module 2: Advanced Find & Views
  • Finding it with the Advanced Find feature
  • Saving and reusing Advanced Find queries
  • Sharing Advanced Find queries
Module 3: Microsoft Dynamics CRM 4.0 Report Wizard
  • Report Wizard feature wizard overview
  • Designing a custom table format report
  • Designing a custom diagram format report
Module 4: Exporting Microsoft Dynamics CRM 4.0 data to Excel
  • Using static and dynamic export options
  • Exporting data to dynamic Pivot Table
  • Building an Excel based dashboard

Related Courses:
  • Microsoft Dynamics CRM 4.0 Workflow essentials
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  • Accelerate Microsoft Dynamics CRM 4.0
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    התקשר עכשיו למיכל: 054-5612259

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