Reporting in Microsoft Dynamics 365 Finance and Operations Training

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Course Highlights

  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support

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Reporting in Microsoft Dynamics 365 Finance and Operations Training Course Overview

Learn how to create reports using the various reporting mechanisms and tools of SSRS and Power BI with Reporting in Microsoft Dynamics 365 Finance and Operations Training Certification Course from Multisoft Systems. Get trained in one-on-one and corporate trainings and avail perks like lifetime e-learning access, after training support and globally recognized training certificate.

Reporting in Microsoft Dynamics 365 Finance and Operations Training Certification Course offered by Multisoft Systems has been curated to teach participants how to design financial reports with the help of SQL Server Reporting Services (SSRS) and Microsoft Power BI tools and capabilities. Designed for power users, technical students, administrators and developers, this course imparts knowledge on various aspects involved in financial reporting, such as types of reports; SSRS report designs, report layout, best practices, security of reports; creating and modifying reports; creating financial reports using report designer; creating a basic report on Power BI; configuration process of Power Bi with Finance and Operations; creating analytical reports using Power BI Desktop; security of Analytical Reports and more.

With Multisoft, you get the opportunity to learn from global subject matter experts and avail several benefits like, lifetime e-learning access, recorded training session videos and after training support. Participants will receive one-on-one /corporate instructor led training sessions for this course. After successful completion of the program, participants are awarded with a globally recognized training completion certificate.

Reporting in Microsoft Dynamics 365 Finance and Operations Course Objective:-
  • Learn types and examples of reporting
  • What are SSRS and types of SSRS report designs?
  • How to create and modify financial reports/
  • Best practices of designing reports
  • How to work with Power BI Reports in Finance and Operations?
Reporting in Microsoft Dynamics 365 Finance and Operations Online Training
  • Recorded Videos After Training
  • Digital Learning Material
  • Course Completion Certificate
  • 24x7 After Training Support
Target Audience
  • Power Users
  • Technical students
  • Administrators
  • Developers
Reporting in Microsoft Dynamics 365 Finance and Operations Course Prerequisites :-
  • Basic understanding of enterprise resource planning systems
  • Knowledge of finance and accounting processes
  • The ability to use formulas in Microsoft Excel
Reporting in Microsoft Dynamics 365 Finance and Operations Course Certification :-
  • Multisoft Systems provides a globally recognized training certificate after successful completion of Reporting in Microsoft Dynamics 365 Finance and Operations Training Certification Course.

Reporting in Microsoft Dynamics 365 Finance and Operations Training Course Content

Module 1: Introduction to Reporting

  • What is reporting?
  • Types of Reporting
  • Examples of Reports

Module 2: SSRS Reports

  • Introduction to SSRS
  • Types of SSRS Reports Design (Auto Design and Precision Design)
  • Report Layout (Predefined and Customize)
  • Report Style
  • Report Data Provider classes to access the data
  • Best Practices for Designing Reports

Module 3: Financial Reports

  • What are Financial Reports?
  • Default Financial Reports
  • Security of reports
  • Expiration and Deletion of Reports
  • Creating and modifying Reports
  • Creating Financial Reports using Report Designer
  • Row and column definition, Dimension, Header, Scheduled Report

Module 4: Working with Power BI Reports in Finance and Operations

  • Creating a basic report on Power BI
  • Configuration Process of Power Bi with Finance and Operations
  • Pin Power BI Report to Workspaces
  • Creating analytical reports using Power BI Desktop
  • Add analytics to workspaces by using Power BI
  • Security of Analytical Reports
     

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Free Reporting in Microsoft Dynamics 365 Finance and Operations Training Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

  • User-friendly interface for easy navigation
  • Secure login and authentication measures to protect data
  • Automated scoring and grading to save time
  • Time limits and countdown timers to manage duration.
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Reporting in Microsoft Dynamics 365 Finance and Operations Corporate Training

Employee training and development programs are essential to the success of businesses worldwide. With our best-in-class corporate trainings you can enhance employee productivity and increase efficiency of your organization. Created by global subject matter experts, we offer highest quality content that are tailored to match your company’s learning goals and budget.


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Multisoft Systems is the “one-top learning platform” for everyone. Get trained with certified industry experts and receive a globally-recognized training certificate. Some Multisoft Training Certificate Features :

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  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
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Reporting in Microsoft Dynamics 365 Finance and Operations Training FAQ's

Dynamics 365 for Finance and Operations is an Enterprise Resource Planning (ERP) system that enables medium to large-sized businesses to automate and manage their global operations. It provides real-time visibility to support decision-making, forecast future outcomes, and foster organizational growth.

SQL Server Reporting Services (SSRS) is a SQL Server subsystem that enables the creation of graphical, mobile and printed reports using SQL Server and other data sources.

Microsoft Power BI is a business intelligence (BI) platform that provides nontechnical business users with tools for aggregating, analyzing, visualizing and sharing data.

A Power BI report is a multi-perspective view into a dataset, with visuals that represent findings and insights from that dataset. A report can have a single visual or many pages full of visuals.

With SSRS one can create parameterized reports; linked reports; snapshot reports; cached reports; Ad hoc reports; clickthrough reports; drilldown reports; drillthrough reports and subreports.

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