Training on Advanced Analytics and Reporting in Dynamics 365
Master analytics and reporting in Dynamics 365 using Power BI, AI insights, and real-time dashboards.
Next intake
20 Jul 2026 · Nakuru
Duration
5 days
Live instruction
Delivery
Physical + Virtual
Cohort based
Level
Advanced
Working professionals
Certification
NITA reimbursable
For Kenyan cohorts
Language
English
All materials
About this programme
Microsoft Dynamics 365 is a powerful enterprise platform that enables organizations to transform operational data into meaningful insights for strategic decision making. This course equips participants with practical skills to leverage Dynamics 365 analytics, reporting, and business intelligence capabilities to improve organizational performance, operational efficiency, and customer outcomes.
Participants will learn how to create interactive dashboards, build customized reports, integrate Dynamics 365 with Power BI, automate reporting processes, and utilize AI driven insights for informed decision making. Through hands on exercises, case studies, and real world scenarios, the course demonstrates how analytics can be applied across finance, sales, operations, supply chain, and customer service functions to enhance visibility, optimize performance, and support business growth.
Duration
5 Days
Who Should Attend
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Business analysts and data professionals
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CRM and ERP administrators
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Finance, operations, and sales managers
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IT and system integration specialists
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Decision-makers seeking to leverage analytics for business growth
What you'll walk away with
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.
What we cover, module by module
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
Where the change lands
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
Dates and locations
Upcoming intakes
Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.
| City | Starts | Ends | Delivery | Book |
|---|---|---|---|---|
NakuruNext | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kigali | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Accra | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kisumu | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Johannesburg | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Dakar | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
- NakuruNext
20 Jul → 24 Jul·In-Person
Book this intake - Kigali
20 Jul → 24 Jul·In-Person
Book this intake - Accra
20 Jul → 24 Jul·In-Person
Book this intake - Kisumu
27 Jul → 31 Jul·In-Person
Book this intake - Johannesburg
27 Jul → 31 Jul·In-Person
Book this intake - Dakar
27 Jul → 31 Jul·In-Person
Book this intake
Common questions.
Still not sure? Send us a note and a facilitator will get back to you within a business day.
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Course finder
Find the right course for you
Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.
For corporate teams
Training 10+ professionals?
We deliver Training on Advanced Analytics and Reporting in Dynamics 365 in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.