It’s Friday afternoon and the management asked you to create a quick chart illustrating your team’s bug handling pipeline. Easy-peasy. Step 1 – extract data from the Squash-A-Bug system Status Count New 4268 Under Review 1921 Planned 516 Completed 229 Step 2 – visualize it as a small dashboard: That…. does not… look… good… (tried […]
Scott “I don’t want to can’t be an MVP anymore” Sewell may have swallowed the blue pill (or was it the red pill?) but he still produces occasional nuggets of wisdom. According to Scott, if you need to extract a background image or a custom element from an existing Power BI file, make a backup […]
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 […]
Today’s tip is from our almost regular Matt Johnson. I was recently tasked with creating a Power BI dashboard based directly off the CRM (sorry, I mean Dynamics 365) data. We were in a bit of a rush and even though the performance isn’t great we only needed a few charts and it was only […]
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 […]
One of the cool new features in Dynamics CRM 365 is ability to embed Power BI tiles into the dashboards. However, as Andrhe “I’ve got 88 in my handle” Margono has discovered after spinning off a brand new trial, the option to add Power BI tiles to the Dynamics 365 dashboard was nowhere to be […]
In this video we look at some of the integration options available with Dynamics CRM and Power BI. We show you how to use the Sales and Service manager content packs, connect to a CRM online instance, and how to surface Power BI info in CRM. Give us your feedback, all of it: good, bad, […]
If you’ve been playing working with the Dynamics CRM content packs for Power BI, you probably know that for custom OptionSets attributes you get only the numeric value and not the associated label. If you read our tip #684, you know it’s probably because Power BI does not send annotation preferences to CRM. The team […]
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 […]
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