Tip #968: Should I modify system reports?

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 […]

Tip #960: If your FetchXML-based report preview is not working

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? […]

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 #776: Power BI tiles on Dynamics 365 dashboards

Tiles puzzle

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 […]

Tip #705: Stop uploading reports by hand

Manual labor

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 […]

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 […]