Microsoft Dynamics CRM: Advanced Techniques

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

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 the template in Excel
• Upload the Excel template
• Create a personal email signature

Conclusion

• Next steps