Join Gini von Courter for an in-depth discussion in this video What you need, part of Dynamics for Power Users: Reports, Charts, and Dashboards.
- [Instructor] There are a few things that you'll need if you're going to work along with me in this course. First, you will need to have Microsoft Dynamics. Microsoft Dynamics 365 Online or On-Premises, or Microsoft Dynamics CRM 2016 or Online. You'll also want to have a couple of Office applications that we'll be using to create templates, Microsoft Excel and Microsoft Word. And this is not a beginning course in either Dynamics, or Excel, or Word. I'm assuming you have some knowledge of or experience with Microsoft Dynamics, that you know a little bit about how to work in Excel, and how to work in Microsoft Word.
I will be using Microsoft Dynamics 365 Online for the demonstrations in this course, and I'm using the sample data that's provided by Microsoft that you can download either with the trial or to set up a new Microsoft Dynamics 365 Online instance. That data set has some accounts, some contacts, and so on, but there are also fields that are not occupied, that don't have any data, and I've added data to four of those fields for most of my records.
The fields are credit hold, credit limit, industry, and payment terms. If you are working with your own data and you don't have information like this, then you might wanna choose different columns than these when you're creating reports, and views, and templates, and other things I'm creating. If you're working with sample data or in a sandbox with data, you can simply modify it. I'd encourage you to add some information on credit holds, credit limits, industry, and payment terms to some of your records to get the most out of working along with me in this course.
One more thought. Most of the demonstrations that I do will be using the sales and the service modules of Dynamics 365, but the skills that we're learning about how to create reports, and views, and templates, and so on work with all of the modules, whether you're working in sales and service, or, for example, in marketing. Now that we know what we need, let's get going.
- Running a report
- Creating a report using the Report Wizard
- Categorizing and managing reports
- Creating charts and dashboards
- Adding a dashboard chart and a dashboard list
- Modifying a dashboard's appearance
- Customizing templates and views