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Set up Microsoft Dynamics 365 Business Central for reporting

Offered By: Microsoft via Microsoft Learn

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Microsoft Dynamics Courses

Course Description

Overview

  • Module 1: Find out how to customize document layouts and reports in Business Central to follow your company's guidelines and preferences.

    • By the end of this module, students will be able to:

    • Manage report and document layouts
    • Create and modify report or document layouts
    • Implement report selections and manage saved settings for reports
  • Module 2: Make Business Central data available for easy reporting with Excel and intelligent analysis with Power BI.

    • By the end of this module, students will be able to:

    • Create Business Central web services that can be used as data sources in Power BI
    • View data in Power BI reports in Business Central
    • Enable business data for Power BI
    • Export business data to Excel
  • Module 3: Are you interested in exposing your Business Central data to the intelligent cloud? This module covers the required setup process and steps to view intelligent cloud insights in Business Central.

    • By the end of this module, you will be able to:

    • Set up your intelligent cloud
    • View intelligent cloud insights in Business Central online and on-premises

Syllabus

  • Module 1: Change how documents look in Business Central
    • Overview of report and document layouts
    • Create and modify a custom report or document layout
    • Update report or document layouts
    • Change which layout is currently used on a report
    • Implement report selections
    • Manage saved settings for reports
    • Set up printers
    • Exercise - Change the layout currently used on a report
    • Check your knowledge
    • Summary
  • Module 2: Configure Business Central for Excel and Power BI
    • Create web services to link Power BI and Business Central
    • Add Business Central as a data source in Power BI
    • Create list data Power BI reports to display in Business Central
    • Configure Business Central content packs in Power BI
    • Working with business data in Excel
    • Exercise - Create a Business Central web service to use as a Power BI data source
    • Check your knowledge
    • Summary
  • Module 3: Connect to the intelligent cloud with Dynamics 365 Business Central
    • Introduction - Set up your intelligent cloud
    • View intelligent cloud insights in Business Central online
    • View intelligent cloud insights in Business Central on-premises
    • Check your knowledge
    • Summary

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