When you’re trying to connect Power BI to Dynamics CRM by entering Dynamics CRM OData Service URL, you may receive an obscure message “Parameter validation failed. Please make sure all parameters are valid.” What Power BI is trying to tell you is that the license assigned to you is the Power BI freebie and not […]
Tip #632: Tipster guide to displaying Social Engagement data in Dynamics CRM
Derik is back, rested and all. I think. In any case, it’s Friday and it’s video. In this weeks video we show you how to surface data coming from Microsoft Social Engagement into a Dynamics CRM instance. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest […]
Tip #629: If your CRM report comes back empty
We observed this behavior on CRM 2013 SP1 and and CRM 2015 Update 0.2 on-premises. The report runs fine for small ranges (e.g. dates) but, as the range (and number of records to be processed) increases, report comes back blank, as if it didn’t run at all. No errors in CRM, SQL Server or SSRS […]
Tip #618: Mute power or powerless voice
If you’ve been following our Voice of the Customer videos, you may have been tempted to install the solution and try it for yourself. For those of you using PowerBI to do some cool reporting on your CRM data, a timely word of warning from Jukka “Survivor” Niiranen: Currently there’s a known issue with the […]
Tip #464: Connecting PowerBI to CRM Online
Don’t be a literal as me and make this same mistake when setting up a connection to CRM Online for PowerBI. Read the fine print! See how in the example there is no trailing space to include in the oData service endpoint! You will get an error when you copy and paste the URL from the […]
Tip #447: To filter or not to filter – functional view
This seems to be the week of unsupported tips. I know, we said it before: Swim between the flags, and Use filtered views even if you use stored procedures. But what do you do if this particular report’s query is a monstrosity, adding custom indexes don’t help, and any attempt to restructure it just makes […]
Tip #409: Make Tip #380 work for option sets
In tip 380, Adam Vero explained how to make a chart sorted by the aggregate sum or count. This is a great tip, except it didn’t work for one of my clients when the chart was grouped by an option set. Perplexed, I tweeted The CRM Chart Guy. He acknowledged that this was an issue, […]
Tip #380: Sort the chart by aggregate
Another mini truck stop. It seems that Adam “I bought the truckstop” Vero has become a regular despite his tendency of giving the answer first, asking the question later. Our own Joel “Pretend I know nothing” Lindström asks: Scenario: You have a chart of number of opportunities by opp type. How do you sort/order by […]
Tip #358: How to delete deleted report
No, it’s not a typo – I am going to talk about deleting the deleted. – “What?!” Let me explain. We all have that Rupert/Vernona/Joe/Jill on our team who think they know best and, for some inexplicable reason, management agreed and granted them privileges sufficient to deliver some real damage. Like going into SQL Server […]
Tip #352: When you can’t publish a report
Sometimes when writing SSRS reports for CRM, you will find that the report works fine in Visual Studio, but will fail when you upload them to Dynamics CRM. This can be frustrating, because it can sometimes be difficult to identify the cause of the issue—it works fine when you preview it in Visual Studio, but […]