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Set up Microsoft Dynamics 365 Business Central for reporting

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Free Online Course: Set up Microsoft Dynamics 365 Business Central for reporting provided by Microsoft Learn is a comprehensive online course, which lasts for 2-3 hours worth of material. The course is taught in English and is free of charge.

Microsoft via Microsoft Learn
2-3 hours worth of material
Self Paced
Overview

    • Module 1: Find out how to customize document layouts and reports in Business Central to follow your company's guidelines and preferences.

      • By the end of this module, students will be able to:

      • Manage report and document layouts
      • Create and modify report or document layouts
      • Implement report selections and manage saved settings for reports
    • Module 2: Make Business Central data available for easy reporting with Excel and intelligent analysis with Power BI.

      • By the end of this module, students will be able to:

      • Create Business Central web services that can be used as data sources in Power BI
      • View data in Power BI reports in Business Central
      • Enable business data for Power BI
      • Export business data to Excel
    • Module 3: Are you interested in exposing your Business Central data to the intelligent cloud? This module covers the required setup process and steps to view intelligent cloud insights in Business Central.

      • By the end of this module, you will be able to:

      • Set up your intelligent cloud
      • View intelligent cloud insights in Business Central online and on-premises

Syllabus

    • Module 1: Change how documents look in Business Central
      • Overview of report and document layouts
      • Create and modify a custom report or document layout
      • Update report or document layouts
      • Change which layout is currently used on a report
      • Implement report selections
      • Manage saved settings for reports
      • Set up printers
      • Exercise - Change the layout currently used on a report
      • Check your knowledge
      • Summary
    • Module 2: Configure Business Central for Excel and Power BI
      • Create web services to link Power BI and Business Central
      • Add Business Central as a data source in Power BI
      • Create list data Power BI reports to display in Business Central
      • Configure Business Central content packs in Power BI
      • Working with business data in Excel
      • Exercise - Create a Business Central web service to use as a Power BI data source
      • Check your knowledge
      • Summary
    • Module 3: Connect to the intelligent cloud with Dynamics 365 Business Central
      • Introduction - Set up your intelligent cloud
      • View intelligent cloud insights in Business Central online
      • View intelligent cloud insights in Business Central on-premises
      • Check your knowledge
      • Summary

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