Business
Microsoft Dynamics 365: Advanced Techniques
Learn how to personalize Microsoft Dynamics 365 with advanced reporting, chart creation, dashboards, Word and Excel templates, and custom workflow touches that support day-to-day business operations.
Course overview
This course is designed for users who already know the basics of Microsoft Dynamics 365 and want to customize the platform more effectively for their own work.
Created by Gini von Courter, this Lynda course focuses on the kinds of personalization and reporting changes that make Dynamics 365 more useful inside a real organization. It begins with custom reports, showing how to create, modify, manage, export, and share them so data is easier to understand and distribute.
From there, the course moves into custom charts and dashboards, including adding dashboard charts and refining dashboard appearance. It also covers system templates, personal Word templates, Excel template workflows, and even personal email signatures, giving users more control over how Dynamics 365 looks, behaves, and supports their business tasks.
Topics covered
The course focuses on advanced Dynamics 365 techniques that help users tailor reports, templates, and dashboards to match how they work.
Custom reports
Create, manage, export, and share reports so important data can be organized and communicated more clearly.
Charts and dashboards
Build custom charts, add them to dashboards, and refine dashboard layouts for better visibility.
Word and Excel templates
Use templates to shape documents and spreadsheets around the information your team needs most.
Personalization tools
Make Dynamics 365 more practical with personal templates, signatures, and presentation-focused adjustments.
What you will learn
- Running, managing, exporting, and sharing reports
- Creating charts and dashboards
- Adding dashboard charts
- Modifying dashboard appearance
- Using system templates
- Creating personal Word templates
- Downloading data for an Excel template
- Modifying a template in Excel
- Creating a personal email signature
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Frequently asked questions
Who is this course for?
This course is useful for Microsoft Dynamics 365 users who already know the basics and want to customize the platform more effectively.
What makes this course useful?
It focuses on practical personalization tools such as reports, charts, dashboards, and templates that users can apply directly inside their work environment.
What skills does it support?
It supports advanced reporting, dashboard building, Word and Excel template workflows, and personalization features that make Dynamics 365 more useful day to day.