Dynamics for Power Users: Reports, Charts, and Dashboards

Learn how to make the most of reports, charts, and dashboards in Microsoft Dynamics 365.

Learn how to work smarter in Microsoft Dynamics 365. In this advanced course, instructor Gini von Courter dives into using reports, charts, and dashboards to influence business workflows and share the data story inside Dynamics. Gini steps through how to create, modify, manage, and share reports. She also discusses how to create and modify charts and dashboards, use a system template, create Excel templates for Dynamics, and more.

Introduction

• Welcome
• What you need

1. Create, Modify, and Manage Reports

• Run a report
• Create a report using the Report Wizard
• Modify custom reports
• Categorize and manage reports
• Export, refresh, and print reports
• Share a report

2. Create Charts and Dashboards

• Create and modify a chart
• Create a dashboard
• Add a dashboard chart
• Add a dashboard list
• Modify dashboard appearance

3. Customize Templates and Views

• Use a system template
• Create a personal Word template
• Create a personal view
• Download data for an Excel template
• Modify a template in Excel
• Upload an Excel template
• Create a personal email signature

Conclusion

• Next steps