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

Turn your Data into Actionable Insights

Data is one of your most powerful business assets—but only if you know how to use it. This course demystifies Business Intelligence (BI) in Dynamics 365, empowering you to analyse, visualise, and act on your organisation’s data.  You will learn how to generate meaningful reports and extract valuable insights.

There is little point in investing time and effort in making Microsoft Dynamics 365 work for your users,if you are not able to get the information out in ways that are meaningful for you and them.  This two-day course will show you the plethora of ways that you can use or extract the information from your Microsoft Dynamics 365.


Business Intelligence with Dynamics 365

At the end of this Business Intelligence with Microsoft Dynamics 365 course, you will have:

  • The ability to find records in Microsoft Dynamics 365
  • 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 using the data in Microsoft Dynamics 365
  • The capacity to design more advanced reports using SSRS and Power BI

Target Audience for Business Intelligence with Microsoft Dynamics 365

This course is ideal for

  • Business Analysts,
  • CRM Administrators,
  • Sales Managers

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 of Business Intelligence with Microsoft Dynamics 365

Two days

This course does not include coding and does not cover Power BI nor any of the myriad of third-party solutions that can aid with Business Intelligence from Microsoft Dynamics 365.

Why Train with Opsis?

We don’t just teach theory—we provide real-world, hands-on training so you can immediately apply Business Intelligence techniques in your organisation.

Make smarter decisions with better data. Arrange your Business Intelligence in Dynamics 365 training course today and transform how you use Business Intelligence in Dynamics 365! 🚀

Gill Walker's showreel QR code


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.