Tip #861: Dynamically Filtering CRM data into PowerBI

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 […]

Tip #667: Return from the Land of No Return

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 […]

Tip #663: Turbocharge your CRM to Power BI Connection!

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 […]

Tip #661: New and Improved PowerBI Content Packs

Dynamics CRM Power BI Content Packs

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 […]

Tip #525 Solution Export Naming Party Trick

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 […]

Tip #509: Pumpkin-Spiced CRM

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 […]