55298: Microsoft Dynamics 365 Reporting and Power BI

Module 1: Introduction to Analytics in Dynamics 365 

This module introduces the concept of building an analytics environment in Microsoft Dynamics 365. You will learn about the tools and resources that are available as well as best practice methodologies and fundamentals.

Lessons

• Objectives
• Analytics Overview
• Tools and Possibilities
• The SSRS Reports
• Power BI
• Customer Insights
• The AI Builder

Lab 1: Analytics Orientation

• Set up your Lab
• Configure your Analytics environment

Module 2: Dynamics 365 Analytics Options

This module presents the various options available in Dynamics 365 for analyzing data.  

Lessons

• Objectives
• SQL Reports and FetchXML
• Interactive Experience Charts and Dashboards
• Connecting PowerBI to Dynamics data
• Customer Insights
• Sales and Customer Service Insights
• The AI features in Dynamics 365

Lab 1: Exploring analytics in Dynamics 365

• Explore SSRS capabilities
• Explore the Interactive Experience
• Explore Insights
• Explore the PowerBI integration
• Explore the AI Builder in Power Apps

Module 3: SSRS Reporting in Dynamics 365

In this module you will learn about the process to create custom reports, how to configure your reporting environment and how to use the different tools available for building custom SSRS reports for Dynamics 365.

Lessons

• Objectives
• Introduction to Custom Reporting
• FetchXML Datasources
• Setting up the environment
• Building custom Reports
• Deploying custom Reports in Dynamics 365

Lab 1: Set up your Reporting Environment

• Configure SSDT and Visual Studio

Lab 2: Create a custom Report

• Create a custom SSRS report and deploy to Dynamics 365

Module 4: Build PowerBI Reports with Dynamics 365 Data

In this module you will learn how to connect PowerBI to Dynamics 365, bring Dynamics 365 data into a PowerBI dataset, build custom PowerBI reports and dashboards, and surface PowerBI Dashboards inside Dynamics 365.

Lessons

• Objectives
• Introduction to PowerBI
• Connecting PowerBI to Dynamics Data
• Building a dataset in PowerBI
• Creating PowerBI Dashboards
• Sharing and surfacing PowerBI Dashboards in Dynamics 365

Lab 1: Set up your PowerBI Environment

• Configure PowerBI and connect to Dynamics 365

Lab 2: Build a PowerBI dashboard with Dynamics 365 data

• Build your PowerBI dataset
• Create a custom dashboard
• Share and surface in Dynamics 365

Module 5: Dynamics 365 AI and Insights

This module introduces you to the AI features of Dynamics 365. You will learn how to configure Customer Insights, Sales Insights and Customer Service Insights in Dynamics 365. You will also learn how to configure and implement a the AI builder in Power Apps.

Lessons

• Objectives
• Introduction to Dynamics 365 Insights
• Configuring Customer Insights
• Configuring Sales Insights
• Configuring Customer Service Insights
• configuring the AI Builder

Lab 1: Set up your Insights Environment

• Configuring the Insights Dashboards
• Configure and AI builder

Lab 2: Using AI Insights to analyze Dynamics 365 data

• Analyze your data using the Insights Dashboards
• Working with the AI Builder