Business Intelligence with Microsoft Dynamics 365
Turn Your Data into Actionable Insight
Data is one of your organisation’s most powerful assets — but only if you know how to use it.
This advanced Microsoft Dynamics 365 course focuses on extracting meaningful insight from your CRM environment so you can make smarter, data-driven decisions.
Instead of exporting data to spreadsheets, learn how to leverage reporting tools directly within Dynamics 365 to manage performance effectively.
What You Will Learn
- How to find and structure records effectively
- Designing advanced views and custom dashboards
- Managing goals, targets and KPIs
- Understanding the Dynamics 365 data model
- Creating management-ready reports
- Introduction to SSRS and Power BI integration
- Extracting meaningful performance insight from CRM data
Who This Course Is For
- Business Analysts
- CRM Administrators
- Sales Managers
- Performance & Reporting Leads
- Organisations optimising CRM usage
Course Prerequisites
A general understanding of Microsoft Dynamics 365 functionality and basic familiarity with the data structure.
Course Length
Two-day advanced course.
Why Business Intelligence Training Matters
Without structured reporting capability:
- Dashboards lack strategic value
- KPIs become inconsistent
- Leadership relies on manual reports
- CRM data remains underutilised
This course transforms Microsoft Dynamics 365 into a true business intelligence platform.