Build reports for Finance and Operations apps

Dynamics 365
Finance and Operations

Organizations have a lot of data. When an organization grows, its ability to provide context for all that data becomes increasingly crucial. Reports can organize data in a meaningful way. Finance and Operations apps include reporting tools to help you create reports for your organizations, SQL Server Reporting Services (SSRS), Microsoft Power BI, and Microsoft Excel reports. You can use these reporting tools to visualize a data set in many ways, including as a tabular layout with collapsible tables and by using dashboards. Throughout this module, you will build a foundation to design, create, and modify reports.

In this module, you will:

  • Design, create, and modify SSRS reports.
  • Create and modify a Power BI report by using Finance and Operations apps data.
  • Create and modify an Excel report by using Finance and Operations apps data.


  • Basic understanding of enterprise resource planning systems
  • Basic understanding of object-oriented programming