Implementation Optimization resources - Dynamics 365 Analytics for Service | July 17th, 2024

 

 

In the latest of our ongoing Implementation Guide, the Dynamics 365 FastTrack team delivers the next TechTalk on defining a reporting strategy for Customer Service and Omnichannel solutions in Dynamics 365. 

Hosts Ashraf Omar, Nuno Cruz, and Avanthi Hanumanula deliver an engaging session with insights, tips and tricks, and a couple demonstrations that highlight how to create and access these reports.

 

 

Chapters:
00:00 Intro
00:19 TechTalk Series Agenda
01:07 TechTalk Agenda
01:49 Customer Service Implementation Resources
02:53 Initialization
03:43 Build your strategy
06:30 Fit-Gap Analysis for Out-of-the-Box Reports and Dashboards
08:19 Overview of out-of-the-box reports capabilities
08:34 Leveraging Historical Analytics in Omnichannel
10:15 Omnichannel real-time analytics
12:46 Historical analytics and real-time analytics
15:36 Why extend OOB Data Model
16:28 Prerequisites for Data Model customization
17:24 Provisioning Data Model
17:57 Create a new report based on OOB Data Model
18:24 Example of a OOB data model Available on PBI
18:44 Publish Custom Reporting
19:10 Visualize Custom Report
19:26 Demo
21:52 ALM for custom reports
22:22 Demo
24:49 Resources
25:22 Q&A
32:51 Closing comments