Drive Team Excellence with Microsoft Dynamics 365 Reporting Corporate Training

Microsoft Dynamics 365 Reporting refers to the capability within the Microsoft Dynamics 365 platform that allows users to generate, design, and view reports and dashboards based on data stored in Dynamics 365 applications. Reporting in Dynamics 365 is vital for extracting actionable insights from data, which is crucial for organizations' strategic planning and performance analysis. Teams require Microsoft Dynamics 365 training to learn how to design and create meaningful reports and dashboards, enabling data-driven decisions.

Edstellar's Microsoft Dynamics 365 Reporting Instructor-led training offers a unique blend of flexibility and practicality. Whether conducted onsite or virtually, the course is tailored to suit each organization's specific needs and real-world scenarios. Edstellar strongly emphasizes hands-on practical experience, enabling professionals to apply their knowledge effectively.

Get Customized Expert-led Training for Your Teams
Customized Training Delivery
Scale Your Training: Small to Large Teams
In-person Onsite, Live Virtual or Hybrid Training Modes
Plan from 2000+ Industry-ready Training Programs
Experience Hands-On Learning from Industry Experts
Delivery Capability Across 100+ Countries & 10+ Languages
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Skills Your Employees Will Gain

These are the core, hands-on capabilities your team builds during the program.

  • Data Analysis
    Data Analysis is the process of inspecting, cleansing, and modeling data to discover useful information. This skill is important for roles like data scientist and business analyst, as it drives informed decision-making and strategy development.
  • Data Visualization
    Data Visualization is the ability to represent data graphically, making complex information accessible and understandable. this skill is important for analysts and decision-makers to identify trends, insights, and patterns effectively.
  • Reporting Automation
    Reporting Automation is the use of tools to streamline data collection and report generation. This skill is important for data analysts and business intelligence roles, enhancing efficiency and accuracy.
  • Collaboration and Distribution
    Collaboration is the ability to work effectively with others towards a common goal. This skill is important for roles in project management and team-based environments, ensuring seamless communication and efficient Distribution of tasks.
  • Report Customization
    Report Customization is the ability to tailor reports to meet specific needs and preferences. this skill is important for data analysts and business managers to ensure insights are relevant and actionable.
  • Advanced Reporting Features
    Advanced Reporting Features involve creating detailed, customized reports using data analysis tools. This skill is important for data analysts and business intelligence roles to drive informed decision-making.

What Your Team Will Achieve After This Training

  • Analyze and interpret data to uncover actionable insights, facilitating informed decision-making
  • Optimize data visualization and presentation techniques, improving the clarity and impact of reports
  • Streamline and automate reporting processes, increasing efficiency and productivity in data analysis
  • Effectively collaborate on report sharing and distribution, enhancing communication and data-driven decision alignment
  • Efficiently create and customize reports and dashboards in Microsoft Dynamics 365, tailoring them to specific business needs
  • Apply advanced reporting features and functionalities to address complex business requirements and scenarios within Microsoft Dynamics 365

Topics & Program Outline

The curriculum is organized into focused modules built by industry experts and delivered virtually or on-premise. Interactive sessions reflect the evolving demands of the workplace, keeping the learning both relevant and practical.

  1. Overview of Reporting
    • Reporting fundamentals and importance
    • Role of reporting in decision-making
  2. Reporting Tools and Concepts
    • Introduction to reporting tools and technologies
    • Key concepts in reporting
  1. Dynamics 365 Reporting Overview
    • Reporting capabilities within Dynamics 365
    • Integration with Dynamics 365 applications
  2. Creating Basic Reports
    • Building simple reports in Dynamics 365
    • Report customization options
  1. FetchXML in Reporting
    • Understanding FetchXML queries
    • FetchXML for data retrieval
  2. FetchXML Query Building
    • Creating and modifying FetchXML queries
    • FetchXML syntax and structure
  1. SQL Server Data Tools (SSDT) Overview
    • Introduction to SSDT for report development
    • Integration with Dynamics 365 Reporting
  2. Creating Reports with SSDT
    • Using SSDT wizard for report creation
    • Report deployment and management
  1. Advanced SSDT Techniques
    • Leveraging advanced features in SSDT
    • Customizing report layouts and design
  2. Data Source Configuration
    • Configuring data sources in SSDT
    • Data connection options and settings
  1. Visualizing Data
    • Importance of data visualization in reporting
    • Choosing appropriate chart types
  2. Creating Visual Reports
    • Designing visual reports and dashboards
    • Enhancing data presentation
  1. Advanced Reporting Elements
    • Exploring advanced reporting elements
    • Dynamic content and interactivity in reports
  2. Parameterization in Reports
    • Using parameters to customize report output
    • Parameter-driven report filtering
  1. Report Formatting Essentials
    • Importance of report formatting
    • Design principles for clear and effective reports
  2. Customizing Report Layouts
    • Layout customization options and techniques
    • Consistency and branding in report formatting

Who Should Attend?

This program suits professionals at many levels across the organization, including:

  • Data Analysts
  • Business Analysts
  • Reporting Analysts
  • Systems Analysts
  • Data Engineers
  • IT Managers
  • Database Administrators
  • Financial Analysts
  • Operations Analysts
  • Reporting Managers
  • ERP Analysts
  • Systems Administrators

What are the Prerequisites?

Professionals who have a basic understanding of Microsoft Dynamics 365 applications and a familiarity with data analysis concepts and tools can take the Microsoft Dynamics 365 Reporting training course.

Request a Quote for your Corporate Training Requirements

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Delivering Training for Organizations across 100 Countries and 10+ Languages

Choose the Format That Fits Your Team

We design training your teams actually engage with, and deliver it the way that suits you best. Through a vetted global trainer network, Edstellar runs sessions in 10+ languages with consistent quality anywhere.

Virtual Microsoft Dynamics 365 Reporting Training

Virtual / online: expert-led live sessions delivered anywhere, with consistency and easy scheduling.

We deliver anywhere worldwide
Standardized content for consistent outcomes
Join from own workspace, no travel
We scale to large groups across sites
Interactive tools keep remote learners engaged
On-site Microsoft Dynamics 365 Reporting Training

On-site (in-house): immersive, instructor-led learning at your office.

Our trainers run face-to-face at your office
We tailor setup/content to your workplace and tools
Group exercises drive collaboration
Live demos +  hands-on practice
Direct trainer access to clarify doubts
Off-site Microsoft Dynamics 365 Reporting Training

Off-site: focused, instructor-led group learning away from everyday workplace distractions.

We host your teams at a venue of your preferred choice
Built-in group activities for bonding
Full uninterrupted schedule for focus/retention
Boosts morale and signals commitment

Get a Proposal Shaped to Your Needs

Need pricing for onsite, offsite, or virtual delivery? Get a proposal tailored to your team's needs.

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        What Sets Edstellar Apart

        Experienced Trainers

        Our trainers are drawn from a vetted global network and bring years of industry expertise, keeping every session practical and impactful.

        Proven Quality

        With a strong global track record, Edstellar is known for quality and engaging delivery.

        Industry-Relevant Curriculum

        Our programs are built by experts to match the demands of today's industry.

        Fully Customizable

        Every program can be tailored to your organization's goals.

        Comprehensive Support

        We provide pre- and post-session support for a complete learning experience.

        Global Multi-Location & Multilingual Training Delivery

        We deliver in multiple languages to support diverse global teams.

        Hear from Organizations We've Trained

        "The Microsoft Dynamics 365 Reporting course revolutionized how I approach my daily responsibilities. As a Report Developer, understanding FetchXML queries was essential, and this training delivered beyond provided invaluable real-world experience. I've confidently led multiple high-visibility initiatives leveraging this comprehensive knowledge. The instructor's insights on scheduled reports have proven instrumental in my professional advancement.”

        Nancy Grant

        Report Developer,

        Global Technology Solutions Provider

        "This Microsoft Dynamics 365 Reporting course transformed my approach to reporting solutions. The comprehensive modules on dashboard design were invaluable for our analytics projects. I can now confidently implement report development for diverse client requirements. The deep coverage of custom reports gave me advanced skills I immediately applied to Client engagement and retention metrics have improved significantly across our practice.”

        Yang Lei

        Analytics Developer,

        Enterprise Software Development Firm

        "This Microsoft Dynamics 365 Reporting course provided our team with comprehensive SSRS reporting capabilities we immediately put into practice. As a Analytics Consultant managing complex business intelligence projects, significantly enhanced our delivery capacity. We reduced operational costs by 40% while simultaneously improving service quality standards. The training fundamentally improved our team's performance metrics and overall efficiency.”

        Tariq Abbas

        Analytics Consultant,

        IT Services and Solutions Provider

        “Edstellar’s IT & Technical training programs have been instrumental in strengthening our engineering teams and building future-ready capabilities. The hands-on approach, practical cloud scenarios, and expert guidance helped our teams improve technical depth, problem-solving skills, and execution across multiple projects. We’re excited to extend more of these impactful programs to other business units.”

        Aditi Rao

        L&D Head,

        A Global Technology Company

        Recognition That Motivates Your Team

        Upon successful completion of the training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

        This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

        Recognition That Motivates Your Team

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