There are a number of ideas around how to pre-filter PowerBI visualizations to explore CRM data – but there’s not a clear replacement for in-line charts on forms, just yet. But don’t despair, celebrated CRM chart blogger, Ulrik “CRM Chart Guy” Carlsson recently joined Scott “Captain Redlaces” Sewell and Joel “Just Joel” Lindstrom on the CRM.audio PowerBI podcast […]
Have you ever wished you could link from a table row in Power BI to over to Dynamics CRM – allowing users to filter and view the records in a grid or matrix in PowerBI and when they want more detail, they can click to open the corresponding record CRM? Wish granted! To begin: ensure you’ve […]
Wherein we learn to disable the Notes, Activities, Connections, Feedback, Queues, And/Or change the “Ownership” model option on a Custom Entity. Why do I Care? Recently I received a solution file where EVERY custom entity had been created with ALL the default options enabled. Even entitles that serve only as simple “lookup” lists had Notes/Activities/Connections/Feedback […]
Turbocharge your PowerBI Connectivity to CRM – Amaze your friends and strangers! Working in a hardened bunker deep on the mysterious island of “Advanta”, the Microsoft CRM team’s top scientists have unleashed a powerful new API for connecting to CRM. It’s known only by the secret codename “Instance Web API” and today your semi-humble tipster […]
PowerBI and Dynamics CRM are an up and coming celebrity “power couple” – they’re seen in all the trendiest places and news about them is reported widely. That said, it came as a surprise to many that Microsoft quietly overhauled the existing Dynamics CRM Sales Content Pack and added a brand new Service Manager Content […]
You are configuring a form, and you remove the sections from the third column of the tab. Then you find you can’t move any sections to the third column. To fix this, close the form and reopen it. The third column will have a section in it, and you can move other sections to that […]
In CRM 2015, if you use CRM mobile and you have a business rule that references a lookup field, if you create a new record in the lookup field, the business rule will not fire. This issue is fixed in CRM 2016
The solution version number is often overlooked as an easy way of keeping backups of your solution separate as you configure CRM. You can number them according to a strict 4-part version numbering (e.g. 1.0.0.1, 1.0.0.2, etc.) but that’s relatively boring and tough to keep consistent. The most straight forward and easy to maintain method […]
This week, your humble tipsters (and also George) are meeting with the Dynamics CRM Product team in Redmond, WA. This annual pilgrimage to the Advanta building is an opportunity to hear from the good people who make CRM great – and to attempt to sway their opinion through reasoned feedback, repetition of opinions, repetition of […]
Themes in CRM are a subtle, but nice way of making CRM visually adapt to your Organization. (Themes are available in CRM Online beginning with the Spring 2015 release – and on premise they are expected in the CRM 2016 release.) Using the very cool online tool: CRM Theme Generator created by the talented Guido […]
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