LinkedIn Learning
Free Trial Available
English
Certificate Available
1-2 hours worth of material
selfpaced
Overview
Learn advanced techniques and tricks for Microsoft Dynamics 365. Discover how to customize reports, templates, and dashboards to meet your business needs.
Syllabus
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 the template in Excel
- Upload the Excel template
- Create a personal email signature
- Next steps
Taught by
Gini von Courter