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Implementing Microsoft Dynamics 365 Customer Engagement

You're reading from   Implementing Microsoft Dynamics 365 Customer Engagement Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838556877
Length 426 pages
Edition 1st Edition
Concepts
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Author (1):
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Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
Mahender Pal
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Table of Contents (14) Chapters Close

Preface 1. Introduction to Dynamics 365 CE FREE CHAPTER 2. Implementation Methodology 3. Requirement Gathering and Analysis 4. Preparing Functional and Technical Design Documents 5. Configuring Your Dynamics 365 CE Organization 6. Customizing Dynamics 365 CE 7. Extending Dynamics 365 CE 8. Integrating Dynamics 365 CE with Other Applications 9. Business Intelligence and Reporting 10. Testing and User Training Planning 11. Migration and Upgrade 12. Deployment and Go-Live Support 13. Other Books You May Enjoy

Business Intelligence and Reporting

This chapter will help you to understand more about the business intelligence capabilities of Dynamics 365 CE. You will learn how to create reports using the Dynamics 365 Report Wizard. You will also learn how to create custom reports using Visual Studio. We will discuss how to add parameter and filtering capabilities in an SQL Server Reporting Services (SSRS) report. Later on in this chapter, we will discuss how to deploy an SSRS report to Dynamics 365 CE. Lastly, you will learn about connecting to Dynamics 365 CE from Power BI. You will also learn about using Power BI Desktop and Power BI online to create reports and dashboards, which will later be deployed to Dynamics 365 CE.

The main topics that we are going to cover in this chapter are as follows:

  • Dynamics 365 CE BI capabilities
  • Dynamics 365 CE reporting options
  • Using the Report Wizard...
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