Author
Gini von Courter
Released
3/10/2017- Running, managing, exporting, and sharing reports
- Creating charts and dashboards
- Adding dashboard charts
- Modifying dashboard appearance
- Using system templates
- Creating personal Word templates
- Downloading data for an Excel template
- Modifying a template in Excel
- Creating a personal email signature
Skill Level Advanced
Duration
Views
- [Gini] I'm Gini von Courter, and I am pleased to welcome you to this course on Advanced Techniques for Microsoft Dynamics. This course is for end users and focuses on personalizing Dynamics to support your work. We'll begin by creating a custom report, then modifying and sharing the report within your organization. Next, we'll see how to create custom charts, then build custom dashboards that include those charts. Finally, we'll create custom templates in Microsoft Word and Excel.
If you have experience with Microsoft Dynamics and are ready to begin customizing Dynamics reports, templates and dashboards, this is your course. We have a lot to cover together, let's get started.
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Introduction
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Welcome43s
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What you need2m 12s
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1. Create, Modify, and Manage Reports
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Run a report5m 9s
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Modify a report you created1m 22s
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Manage reports3m 23s
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Export a report2m 34s
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Share a report2m 35s
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2. Create Charts and Dashboards
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Create and modify a chart6m 19s
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Create a new dashboard2m 59s
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Add a dashboard chart3m 43s
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Display a list1m 6s
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Modify dashboard appearance2m 51s
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3. Customize and Use Templates and Views
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Use a system template3m 11s
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Create a personal view2m 58s
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Modify a template in Excel2m 58s
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Upload an Excel template1m 50s
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Conclusion
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Next steps41s
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Video: Welcome