Learn advanced techniques and tricks for Microsoft Dynamics 365. Discover how to customize reports, templates, and dashboards to meet your business needs.
- [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.
- 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