Training on Advanced Analytics and Reporting in Dynamics 365 for Business Intelligence
Course Overview
Modern organizations require integrated analytics systems that unify data across finance, sales, operations, and customer service to enable real-time decision-making. However, many teams underutilize Microsoft Dynamics 365 due to limited expertise in advanced analytics, reporting, and data integration.
This 5-day intensive training equips professionals with the technical and analytical skills to leverage Microsoft Dynamics 365 as a comprehensive business intelligence platform. The course focuses on transforming transactional data into actionable insights through advanced reporting, dashboard configuration, and AI-driven analytics.
Participants will learn how to extract, manage, and analyze data within Dynamics 365, utilizing built-in reporting tools and seamless integration with Power BI. Key areas include designing interactive dashboards, building customized reports, and creating data models that support performance monitoring and strategic planning.
The training also covers workflow automation and data integration techniques, enabling participants to streamline reporting processes and ensure consistent, real-time data availability. Emphasis is placed on using AI-driven insights and predictive analytics within Dynamics 365 to identify trends, forecast outcomes, and optimize business performance.
Through practical exercises and real-world scenarios across core modules—finance, sales, operations, and customer service—participants gain hands-on experience in applying analytics to improve visibility, efficiency, and decision-making.
By the end of the course, learners will be able to design scalable reporting solutions, automate analytics workflows, and deliver data-driven insights that support organizational growth and competitive advantage.
Duration
5 Days
Who Should Attend
• Business analysts and data professionals
• CRM and ERP administrators
• Finance, operations, and sales managers
• IT and system integration specialists
• Decision-makers driving data-informed strategies
Course Impact
Organizational Impact
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Enhanced business insights through automated and accurate reporting
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Improved performance monitoring across departments
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Stronger data governance and analytics-driven decision-making
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Streamlined reporting and visualization for management
Individual Impact
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Mastery of advanced reporting and analytics tools in Dynamics 365
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Ability to design customized dashboards and KPIs
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Improved analytical thinking and business intelligence capabilities
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Enhanced value as a data-driven professional within your organization
Course Objectives
By the end of this course, participants will be able to:
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Configure and customize dashboards and advanced reports in Dynamics 365.
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Integrate Dynamics 365 data with Power BI and Excel analytics tools.
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Apply AI and predictive analytics to improve forecasting accuracy.
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Automate report generation and distribution processes.
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Ensure data quality, security, and compliance in reporting workflows.
Course Outline
Module 1: Foundations of Data Analytics in Dynamics 365
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Overview of analytics tools and reporting capabilities
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Understanding data architecture and security in Dynamics 365
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Setting up business intelligence environments
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Case Study: Implementing a unified reporting framework for sales and finance teams
Module 2: Power BI Integration and Visualization
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Connecting Dynamics 365 with Power BI for advanced analytics
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Designing interactive reports and visual dashboards
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Data modeling and DAX calculations for enhanced insights
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Case Study: Building a real-time sales performance dashboard
Module 3: Custom Reports and KPI Development
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Using Report Builder and FetchXML for advanced report customization
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Creating and managing KPIs, scorecards, and performance matrices
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Automating report generation and scheduling
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Case Study: Developing an automated management performance report
Module 4: Predictive and AI-Driven Insights
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Leveraging Dynamics 365 AI insights for forecasting and trend analysis
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Machine learning concepts in data-driven business planning
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Using predictive analytics for customer and financial insights
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Case Study: Forecasting customer churn and financial outcomes
Module 5: Governance, Data Quality, and Compliance in Analytics
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Data integrity, validation, and governance frameworks
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Managing report security and access control
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Aligning analytics with corporate compliance and audit requirements
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Case Study: Establishing a compliant and secure reporting environment
Prerequisites
Course Administration and Investment
Whether you join us in a physical boardroom or through our virtual campus, we’ve designed every administrative detail for a seamless, professional experience.
Our fees are all inclusive during course hours.
- Covered: High level tuition, comprehensive materials (digital + physical), mid morning and afternoon refreshments, a full executive lunch, and any scheduled study visits or site tours.
- Not covered: Travel, visa fees, medical/travel insurance, personal expenses, and accommodation.
From registration to the classroom, we keep things clear and efficient.
- Registration: Find your preferred schedule, click “Register,” complete the form, and submit. Need help? Talk to us directly.
- Pre Course Assessment: After registering, you’ll receive a diagnostic survey to help facilitators tailor content to your needs.
- Joining Instructions: Once fees are paid, you’ll receive a Delegate Welcome Pack at least 7 days before the start date (venue maps, virtual access links, and pre reading materials).
We provide premium environments optimized for adult learning and networking.
- Physical Venues: Premium 4 star and 5 star executive boardrooms across our global host cities, with high tier catering.
- Virtual Instructor Led Training (VILT): High definition, interactive platforms featuring breakout rooms, digital whiteboards, and live technical support.
- NITA and Regulatory Compliance: Administrative processes align with national training authorities.
You’ll leave with tools that extend the course value far beyond the final day.
- ForElite Learner Kit: A physical or digital course manual, proprietary templates, and a curated toolkit of industry standard SOPs.
- On Site / In App Support: Dedicated course coordinators handle technical, dietary, or logistical inquiries in real time.
We validate your commitment to excellence with internationally recognized credentials.
- Attendance Tracking: Rigorous daily logging to meet corporate and regulatory accreditation requirements.
- Verifiable Credentials: Upon successful completion, you receive a certificate of course completion.
Our relationship with you doesn’t end when the course closes.
- Feedback & ROI Reporting: Detailed post course evaluations to give sponsors clear insight into training impact.
- Alumni Network Access: Every delegate joins the ForElite Alumni Network for ongoing peer to peer learning and exclusive webinars.
When is the next intake?
UpdatedWe offer customized training solutions tailored to your organization's specific needs (location, dates, content and team size).
Talk to us and we’ll guide you on the best schedule and format for your team.
Training Methodology
We turn knowledge into results. Using our P.E.A.K. Framework (Prepare, Engage, Apply, Know), every participant leaves with practical skills they can use immediately.
Proven Impact
In the last 12 months, over 1,200 professionals have applied the P.E.A.K. Framework to reduce onboarding time by an average of 30% and accelerate project delivery across 14 industries.
The outcome: Participants don’t just learn. They gain the tools, confidence, and strategy to drive measurable impact.
Tailor-Made Training and Customization
Off-the-shelf solutions rarely fit perfectly. At ForElite Training Institute, we built our Tailor-Made Training (TMT) service to embed our expertise directly into your unique strategy, culture, and operations.
We replace generic examples with scenarios from your sector (e.g., public sector, NGOs, financial services, or logistics).
Choose a format that fits your operations: intensive 3 day bootcamps or weekly sessions that minimize work disruption.
We teach directly from your actual templates, brand guidelines, or financial reports.
Host your bespoke training in any of our 21+ global cities, or we'll send facilitators to your office anywhere in the world.
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ForElite Training Institute is a global institutional capacity-building and EdTech partner that empowers organizations and professionals with transformative, high-impact learning.
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