There are 26 system SSRS reports (not counting subreports) that come with Dynamics 365. If you find one that is close to what you need (like the quote report), should you modify the system report? I say no. Here is why: System reports currently in Dynamics 365 are the same system reports that were in […]
You are writing a FetchXML based custom SSRS report . When you click the “preview” tab in SQL data tools, the report runs without error, but does not display correctly. Maybe there are records missing, or you enter a parameter value that should return data, and it does not display any results. Is your report wrong? […]
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 […]
A few years back while writing the CRM Mobile Survival Guide, I found that SSRS reports could not be run on mobile, even when viewing CRM via the tablet browser experience. Unless you took several extra unsupported steps such as tricking Safari into thinking it was a desktop browser. In my tests of Dynamics 365 […]
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 […]
If you’re like Andreas (SeAn) Seitz then you don’t like manual labor. Like managing and uploading your rdl files by hand, for example. What does the developer do when they need to automate a mundane task? That’s right, write their own XrmToolbox plugin. Andreas himself After hours of manually uploading CRM Report .rdl files from […]
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, […]
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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