Prerequisites:

1. Basic Computer Skills

   • Proficiency in using Windows OS and Microsoft Office applications.
   • Familiarity with navigating cloud-based solutions like Office 365.

2. Foundational Knowledge of Data Analysis

   • Understanding of basic data concepts (e.g., datasets, tables, rows, and columns).
   • Exposure to spreadsheets and data visualization tools is a plus.

3. Microsoft Power BI (Preferred but not mandatory)

   • Basic familiarity with Power BI Desktop or Power BI Service is recommended.
   • Knowledge of creating simple charts and dashboards is helpful.

4. Microsoft Dynamics 365 CRM (Preferred but not mandatory)

   • General understanding of Dynamics 365 CRM modules (e.g., Sales, Service, Marketing).
   • Basic experience with CRM data, entities, and fields.

Technical Requirements:

1. Hardware

   • A laptop or PC with at least:
     • Processor: Dual-core (Intel i5 or higher recommended).
     • RAM: 8GB minimum (16GB preferred).
     • Storage: At least 20GB free space for software and datasets.

2. Software

   • Microsoft Power BI Desktop (latest version).
   • Access to Microsoft Dynamics 365 (trial or production environment).
   • A valid Microsoft 365 account for Power BI Service access.

3. Internet

   • Reliable internet connection with a minimum speed of 5 Mbps for cloud-based operations.

Learning Requirements:

1. Access to Dynamics 365 Data

   • A working Dynamics 365 instance to connect Power BI for live reporting and dashboard creation.
   • Sample datasets or a sandbox environment to practice.

2. Collaboration Tools

   • Familiarity with tools like Microsoft Teams, OneDrive, or SharePoint for file sharing and team projects.

3. Commitment to Learning

   • Approximately 6–10 hours per week for lectures, assignments, and self-study.
   • Active participation in hands-on exercises and case studies.

This course is designed to provide a comprehensive introduction to integrating Microsoft Power BI with Dynamics 365, empowering participants to unlock actionable insights from their business data. Whether you're a beginner in data analytics or familiar with Dynamics 365 CRM, this course will help you develop the skills needed to create interactive dashboards, generate meaningful reports, and visualize data effectively.

Participants will learn how to connect Power BI to Dynamics 365, explore data models, and utilize Power BI’s advanced features to analyze and present CRM data. Through real-world examples and hands-on exercises, this course will equip you to make data-driven decisions that enhance business performance.

By the end of the course, you’ll be able to confidently create tailored reports and dashboards for sales, customer service, marketing, and other Dynamics 365 modules, driving organizational success with data analytics.

By the end of this course, participants will be able to:

1. Understand the Basics of Power BI

   • Explain the core components and functionality of Microsoft Power BI, including Power BI Desktop and Power BI Service.

2. Connect Dynamics 365 with Power BI

   • Establish seamless connections between Power BI and Dynamics 365 CRM for live data reporting.
   • Identify and utilize key Dynamics 365 entities and data fields for analysis.

3. Build Data Models

   • Transform raw data into structured, meaningful datasets using Power Query.
   • Design efficient data models optimized for reporting and visualization.

4. Create Interactive Dashboards and Reports

   • Develop visually appealing and user-friendly dashboards tailored to business needs.
   • Generate custom reports with dynamic filters, slicers, and visuals to highlight key insights.

5. Leverage Advanced Analytics

   • Apply DAX (Data Analysis Expressions) to create calculated columns, measures, and custom aggregations.
   • Perform advanced data analysis to identify trends and patterns in CRM data.

6. Deploy and Share Reports

   • Publish reports and dashboards to Power BI Service for organization-wide access.
   • Set up secure sharing options and permissions for collaborative analytics.

7. Make Data-Driven Business Decisions

   • Use real-time analytics to track performance across sales, marketing, and customer service functions.
   • Develop actionable strategies based on insights derived from Dynamics 365 data.

8. Integrate Power BI into Business Workflows

   • Embed Power BI dashboards and reports into Dynamics 365 CRM for enhanced usability.
   • Incorporate Power BI insights into regular business processes and decision-making.