Gill Walker – CRM Success Catalyst, Speaker, Educator, D365 Project Manager, Microsoft Dynamics 365 Functional Consultant, Solution Architect, Advisor, Trainer, MCT, MVP, DTM

 

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Business Intelligence with Microsoft Dynamics 365

 Business Intelligence with Dynamics 365

Microsoft Dynamics 365 has powerful functionality to search, visualise and structure your data into meaningful information.  Many people fail to take advantage of this.

There is little point in investing time and effort in making Microsoft Dynamics 365 work for your users, then spending weeks getting them to use the solution that you have designed and provided to make their life easier if you are not able to get the information out in ways that are meaningful for you and them.  This two-day course (also available as two one-day courses) will show you the plethora of ways that you can use or extract the information from your Microsoft Dynamics 365.

This course does not include coding and does not cover Power BI or any of the myriad of third-party solutions that can aid with Business Intelligence from Microsoft Dynamics 365.


Business Intelligence with Dynamics 365

At the end of this course, you will have:

  • The ability to find records in Microsoft Dynamics 365
  • An understanding of how to create simple reports
  • The skills to visualise your data using charts and dashboards
  • The ability to manage targets, goals and KPIs within Microsoft Dynamics 365
  • An understanding of the ways to create documents from Microsoft Dynamics 365
  • The capacity to design more advanced reports using SSRS

Target Audience for Business Intelligence with Microsoft Dynamics 365

  • People wanting to improve the ability to manage their business using information from within Microsoft Dynamics 365
  • Business Analysts who are keen to maximise the use of the data within Microsoft Dynamics 365 for their users 
  • Managers and Business Decision Makers who want to understand the potential of Business Intelligence using Microsoft Dynamics 365

Course prerequisites for Business Intelligence with Microsoft Dynamics 365

A general appreciation of the functionality in Microsoft Dynamics 365 and some understanding of the data structure of Microsoft Dynamics 365. 

Course length

Two days

 

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Opsis is an expert Microsoft Dynamics 365, Microsoft Power Platform and CRM strategy consulting company. Our focus is your CRM success, with Microsoft Dynamics 365 / Microsoft Power Platform or any CRM technology - not licence sales or billable hours. As Principal CRM Success Catalyst, Gill oversees all business operations, strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  Gill is the creator of SuccessRM - your blueprint for CRM success.  We offer:

  • Strategy for your successful CRM
  • Microsoft Dynamics 365 and Power Platform
    • scoping
    • implementation
    • technical support
    • training
    • consulting, advice and guidance
    • assistance with your centre of excellence
  • Mentoring for CIOs and other decision makers tasked with implementing CRM.