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Microsoft Dynamics 365 for BI Training Course.

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Microsoft Dynamics 365 for BI Training Course.

Introduction

Microsoft Dynamics 365 is a comprehensive suite of business applications designed to help businesses manage operations, customer relationships, and financial processes. It provides integrated customer data, AI-driven insights, and predictive analytics to help businesses make informed decisions. With its seamless integration with Microsoft Power BI, Dynamics 365 is a powerful tool for turning operational data into actionable insights.

This 5-day Microsoft Dynamics 365 for BI Training Course will guide participants through using Dynamics 365 and Power BI to create insightful, interactive reports and dashboards, making it easier for businesses to analyze data, monitor KPIs, and visualize trends. The course covers essential topics such as data integration, reporting, analytics, and customizing Dynamics 365 for specific business needs, equipping participants to leverage these tools for smarter decision-making.

Objectives

By the end of this course, participants will be able to:

  • Understand the core features and modules of Microsoft Dynamics 365 for business intelligence.
  • Leverage Power BI integration with Dynamics 365 for enhanced data visualization and reporting.
  • Connect Dynamics 365 data with Power BI to build interactive and informative dashboards.
  • Use Power BI features like DAX, Power Query, and visualizations to analyze and interpret data from Dynamics 365.
  • Create customized reports that align with business goals and KPIs.
  • Build real-time reports and dashboards for different Dynamics 365 modules like Sales, Customer Service, and Finance.
  • Apply advanced analytics techniques, including trend analysis and predictive modeling, within Dynamics 365 and Power BI.
  • Automate data flows, manage permissions, and ensure secure sharing of BI reports.

Who Should Attend?

This course is ideal for:

  • Business Intelligence Analysts and Data Analysts who want to integrate and analyze Dynamics 365 data with Power BI.
  • Salesforce Managers and CRM Administrators using Microsoft Dynamics 365 who want to leverage BI insights to optimize business processes.
  • Financial Analysts and Accountants looking to harness Dynamics 365 for financial and operational reporting.
  • IT professionals tasked with managing and integrating business intelligence tools into Dynamics 365.
  • Business Executives and Managers who want to understand how to use data insights to drive business growth and improve decision-making.

Day 1: Introduction to Microsoft Dynamics 365 and Power BI Integration

  • Overview of Microsoft Dynamics 365 for Business Intelligence

    • Introduction to Dynamics 365 modules and capabilities (Sales, Customer Service, Finance, Operations).
    • Understanding the role of Business Intelligence within Dynamics 365 for improved decision-making.
    • Overview of Power BI and how it integrates with Dynamics 365 for enhanced data visualization and reporting.

  • Setting Up Power BI with Dynamics 365

    • Understanding the prerequisites for Power BI integration with Dynamics 365.
    • Connecting Dynamics 365 data with Power BI through built-in connectors.
    • Exploring Power BI Desktop and Power BI Service for report creation and sharing.

  • Navigating the Dynamics 365 Environment

    • Exploring different Dynamics 365 modules (Sales, Finance, Customer Service) and understanding how they capture and store data.
    • Introduction to Dynamics 365 Analytics and its core components: reports, charts, and dashboards.

  • Hands-on Lab:

    • Setting up a basic Power BI report connected to Dynamics 365 Sales data.
    • Navigating through Dynamics 365 and exploring data that can be used for reporting and analysis.

Day 2: Connecting and Analyzing Dynamics 365 Data in Power BI

  • Connecting Dynamics 365 Data to Power BI

    • How to connect Dynamics 365 Sales, Finance, and Customer Service data sources to Power BI using standard connectors.
    • Importing Common Data Service (CDS) and Dataverse for deeper integration with Power BI.
    • Understanding OData feeds and Web API connections for custom data extraction from Dynamics 365.

  • Power BI Data Modeling and Transformation

    • Using Power Query to clean, shape, and transform data from Dynamics 365.
    • Creating relationships between different data tables (e.g., sales data and customer data).
    • Implementing calculated columns and measures in Power BI using DAX for custom calculations.
    • Best practices for data modeling and transforming Dynamics 365 data to ensure accurate reporting.

  • Data Analysis Techniques in Power BI

    • Analyzing sales performance, customer trends, and financial data from Dynamics 365 using Power BI features.
    • Performing basic trend analysis and aggregations to uncover business insights.
    • Using Power BI visuals such as bar charts, line graphs, pie charts, and KPIs to represent business data clearly.

  • Hands-on Lab:

    • Connecting to Dynamics 365 Sales data in Power BI and transforming data using Power Query.
    • Building basic sales performance reports using Power BI visuals (e.g., revenue by region, sales cycle analysis).

Day 3: Building Interactive Dashboards and Reports

  • Creating and Customizing Power BI Dashboards

    • Designing interactive dashboards for tracking KPIs, sales performance, and customer service metrics.
    • Using filtering, slicers, and visual interactivity to allow users to drill down into reports.
    • Adding conditional formatting and dynamic visuals based on data changes.

  • Advanced Visualizations

    • Implementing advanced visuals such as heat maps, scatter plots, and custom visuals from the Power BI Marketplace.
    • Building financial and operational dashboards using data from Dynamics 365 Finance and Operations.
    • Using Power BI’s AI-based visualizations (e.g., key influencers, decomposition tree) for predictive insights.

  • Customizing Reports for Different Business Units

    • Creating customized reports and dashboards for different departments: Sales, Finance, Marketing, and Customer Service.
    • Leveraging Power BI’s personalization features to allow users to tailor reports to their specific needs.

  • Hands-on Lab:

    • Building an interactive sales dashboard with dynamic slicers and KPIs from Dynamics 365 Sales data.
    • Customizing the dashboard layout to present key customer insights and performance metrics.

Day 4: Predictive Analytics, Sharing, and Collaboration

  • Using Power BI for Predictive Analytics

    • Introduction to predictive modeling with Power BI using machine learning models and data from Dynamics 365.
    • Applying AI-based insights like sales forecasts, customer churn predictions, and financial trend analysis.
    • Utilizing Power BI’s forecasting and trend analysis features for predicting future business performance.

  • Sharing Reports and Collaboration in Power BI

    • Sharing and distributing reports securely via Power BI Service.
    • Managing workspaces, dashboards, and data access for users and teams.
    • Real-time collaboration and comments on reports using Power BI‘s shared view feature.

  • Embedding Power BI Reports in Dynamics 365

    • How to embed Power BI reports directly into Dynamics 365 records (e.g., embedding a sales performance dashboard inside a customer record).
    • Managing permissions and security for embedded reports in Dynamics 365.

  • Hands-on Lab:

    • Create a predictive analysis report based on historical sales data and forecast future sales performance.
    • Share and collaborate on the dashboard within Power BI Service and embed it inside a Dynamics 365 Sales record.

Day 5: Security, Performance Optimization, and Final Project

  • Managing Data Security and Permissions

    • Understanding Row-Level Security in Power BI and Dynamics 365 for controlling access to data.
    • Best practices for managing permissions in Power BI and sharing reports securely.
    • Setting up Dynamic Security to filter data based on user roles within Dynamics 365.

  • Optimizing Power BI Performance

    • Techniques for improving the performance of Power BI reports, especially with large datasets from Dynamics 365.
    • Implementing direct query vs. import mode to optimize data processing and report loading times.
    • Using aggregations and data compression to ensure efficient reporting.

  • Final Project: Building a Comprehensive BI Solution

    • Participants will apply everything learned during the course to build a comprehensive BI solution using data from Dynamics 365.
    • The project will involve creating an interactive dashboard, integrating predictive analytics, and embedding the solution in Dynamics 365.

  • Course Wrap-up and Q&A

    • Recap of the course and key takeaways.
    • Q&A session to address any remaining questions.
    • Providing resources for continued learning and advanced BI techniques with Power BI and Dynamics 365.

Date

Jun 19 - 23 2025
Ongoing...

Time

8:00 am - 6:00 pm

Durations

5 Days

Location

Dubai

Category

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