Embed filtered Power BI reports on Dynamics 365 forms – again – the official way

I realize this is my fourth blog on this particular topic, and I am sure it won’t be the last. The occasion: Microsoft has released a new built-in, easier way of embedding Power BI reports on Dynamics 365 and filter them according to record context. The approach is not as user friendly as I had …

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Use Color Codes from Option Sets in both Dynamics 365 charts and Power BI

Option Sets in Dynamics 365 has a setting for each value to specify a color code. This color code is used in the new Unified Interface in the entity specific dashboards. This is a welcome addition as it makes it more easy to persist colors to a specific value and have it be consistent throughout …

More User based Charts in Dynamics 365

Last week I published a post on how to create a chart on the security roles for a list of users. It was one of those posts where I wasn't really sure in advance if I was the only one who would find it useful. Hence, I was very happy about all the positive feedback …

Update: Custom Properties grouped in Advanced Chart Editor for the XrmToolBox

A new version of the Advanced Chart Editor for the XrmToolBox was just released, so make sure you have the latest version. (1.2018.1.14) A couple of bugs around pie charts has been fixed, so all the custom properties for pie chart should now display correctly. An issue with spaces in the custom properties section caused …

Update: Add MarkerStyles and Nodes with the Advanced Chart Editor for the XrmToolBox

A few new updates have recently been released for the Advanced Chart Editor for the XrmToolBox. We hope you like them. This blog post details the updates in version 1.2017.8.29. If you are new to the Advanced Chart Editor, check out this blog post. Save button Save button now understands if you are working on …

Prefilter data for Power BI with OData URLs

When you connect Power BI to Dynamics 365, it pulls all the records from the entities that you have selected. That is generally a good thing, but there are situations where that is very inconvenient. Maybe you are dealing with large datasets, or you need to filter what records are available for security purposes. If …

Annotations in MS CRM Charts

It might be a well-hidden secret, but it is actually fairly easy to add extra comments or annotations to your charts in MS Dynamics CRM. This could be for extra descriptions or guidance on how to interpret the chart. Here is an example of a chart with an annotation added. This example is simple, but …