Microsoft Dynamics 365: Advanced Techniques
Created By
Gini von Courter via LinkedIn Learning
- 0
- 1-2 hours worth of material
- LinkedIn Learning
- English
Course Overview
Learn advanced techniques and tricks for Microsoft Dynamics 365. Discover how to customize reports, templates, and dashboards to meet your business needs.
Are you ready to take your Microsoft Dynamics 365 skills to the next level? In this course, Gini von Courter walks through how to personalize Dynamics to support your work by customizing reports, templates, and dashboards. Gini begins by showing how to create, modify, and share custom reports. She then explains how to build custom charts, and then create dashboards that incorporate those charts. Plus, she shares how to create custom templates in Microsoft Word and Excel.
Are you ready to take your Microsoft Dynamics 365 skills to the next level? In this course, Gini von Courter walks through how to personalize Dynamics to support your work by customizing reports, templates, and dashboards. Gini begins by showing how to create, modify, and share custom reports. She then explains how to build custom charts, and then create dashboards that incorporate those charts. Plus, she shares how to create custom templates in Microsoft Word and Excel.
Course Circullum
Introduction
- Welcome
- What you need
- Run a report
- Create a report using the Report Wizard
- Modify a report you created
- Manage reports
- Export a report
- Share a report
- Create and modify a chart
- Create a new dashboard
- Add a dashboard chart
- Display a list
- Modify dashboard appearance
- Use a system template
- Create a personal Word template
- Create a personal view
- Download data for an Excel template
- Modify a template in Excel
- Upload an Excel template
- Create a personal email signature
- Next steps
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This Course Include:
Introduction
- Welcome
- What you need
- Run a report
- Create a report using the Report Wizard
- Modify a report you created
- Manage reports
- Export a report
- Share a report
- Create and modify a chart
- Create a new dashboard
- Add a dashboard chart
- Display a list
- Modify dashboard appearance
- Use a system template
- Create a personal Word template
- Create a personal view
- Download data for an Excel template
- Modify a template in Excel
- Upload an Excel template
- Create a personal email signature
- Next steps
- Provider:LinkedIn Learning
- Certificate:Certificate Available
- Language:English
- Duration:1-2 hours worth of material
- Language CC: