When starting with Power Bi Desktop in conjunction with Dynamics 365 Customer Engagement, you are presented with several routes to bring your data into the application. In this week’s blog post, I take a detailed look at four of these avenues, outlining the benefits of each one.
A few years ago on the blog, we saw how it was possible to utilise Fetch XML queries within Power BI. Things have moved on since then and, thanks to the awesome Dynamics community, there is now a way of getting around the issues highlighted in the original post...
Earlier this month, a colleague escalated an issue to me involving Dynamics CRM/365 Customer Engagement (CRM/D365CE), specifically relating to email tracking. This feature is by far one of the most useful and unwieldy within the application, if not configured correctly. In days of yore, the setup steps involved could be tedious to implement, mainly if [...]
I've gone on record previously saying how highly I rate the Dynamics CRM/Dynamics 365 Customer Engagement (CRM/D365CE) community. Out of all the groups I have been a part of in the past, you couldn't ask for a more diverse, highly passionate and - most importantly of all - helpful community. There are a lot of [...]
UPDATE 02/09/2018: It turns out that there is a far better way of fixing this problem. Please click here to find out more. I thought I was losing my mind the other day. This feeling can be a general occurrence in the world of IT, when something completely random and unexplainable happens - emphasised even [...]
One of the great things about developing bespoke solutions for CRM is the ability to make changes to the sitemap navigation. For the uninitiated, the Sitemap is this area within CRM: The areas and individual buttons can be modified to suit most requirements for organizations, to include links to custom entities, external applications or to an internal [...]