Note:  All courses will have a limit of four attendees to allow for social distancing.

Microsoft Dynamics 365 CRM training course:

Reporting Masterclass

- for Microsoft Dynamics 365 / CRM

This course is designed to help intermediate/experienced users understand and work with the reporting features and functionality within Dynamics 365 to ensure your organisation gets the most out of the valuable data being entered into the system.

Over the course of the day, we’ll take an extensive look at:

How to use Advanced Find
  • Creating charts and dashboards
  • How to use the built in Report Wizard
  • How to work with Excel templates
  • How to setup and measure Goals

We’ll also take a brief look at how you can connect D365 to PowerBI to take your reporting capabilities to another level!

The level of the course is intermediate, and the prerequisite is a good knowledge of Dynamics 365.

When you join us for this course you will also receive:

50+ page course booklet with detailed images and clear examples to support you after the course has finished
  • Access to unlisted YouTube playlists with high quality videos that support the course content
  • An electronic copy of the quick reference guide which you are free to print and share with colleagues


Good knowledge of Dynamics 365/CRM or Dynamics CRM 2015-2016

Who’s it for?

Intermediate/experienced Dynamics 365/CRM users.


This course runs from 9.30am - 4.30pm. We'll be announcing new scheduled dates soon - but in the meantime, please provide us with a suggestion:




1 day

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