Microsoft Dynamics 365: Advanced Techniques

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

Are you ready to take your Microsoft Dynamics 365 skills to the next level? In this course, Gini von Courter walks through how to personalize Dynamics to support your work by customizing reports, templates, and dashboards. Gini begins by showing how to create, modify, and share custom reports. She then explains how to build custom charts, and then create dashboards that incorporate those charts. Plus, she shares how to create custom templates in Microsoft Word and Excel.

Introduction

• Welcome
• What you need

1. Create, Modify, and Manage Reports

• Run a report
• Create a report using the Report Wizard
• Modify a report you created
• Manage reports
• Export a report
• Share a report

2. Create Charts and Dashboards

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

3. Customize and Use 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