I recently returned from a trip where I traveled around Europe teaching Business Intelligence and Power BI for Dynamics 365 and finished it off with a number of presentations at eXtreme365 in Lisbon. First of all, a huge thank you to all the people who attended my sessions and all the great questions that followed. … Continue reading Record Specific Power BI Reports in Dynamics 365 (only one click away)
The Data Export Service is a new and exciting service from Microsoft. It is usually referred to in the context of creating SQL based reports on Dynamics 365 data. However, it is lot more than that and can definitely be leveraged for Power BI as well. I will explore that in this blog post and … Continue reading Setup the Data Export Service with a Power BI Solution Template
In Dynamics 365 it is easy to assign cases, opportunities, etc. to a Team. This is a very convenient feature and when working with the built-in charts and dashboards, all the charts nicely puts either the team or user name on the legend, depending on what type the owner happens to be. However, Power BI … Continue reading Power BI and mixed Team/User Ownership in Dynamics 365
Dynamics 365 has now arrived, and as any other update to the Dynamics CRM/365 product for the past five years, it pretty much contained zero updates to the built-in charting engine. The good news there is that all of my blog posts from the past five years are still valid and I won’t have to … Continue reading Time to expand the scope of the CRM Chart Guy blog
When setting up a new Dynamics 365/CRM trial a few standard dashboards are included. However, I feel they lack something, and those who follow me on Twitter know I occasionally like to make fun of particularly the funnel chart. So here's a hopefully improved version, that you can use, either in your organization or simply … Continue reading Crowdsourcing the ultimate Sales Dashboard for Dynamics 365/CRM
Update 4/14/2017: Post updated to apply to all version of Dynamics CRM from CRM 2011 to Dynamics 365. I’ve already written one post about a short-coming of the out-of-the-box Cases By Priority Chart. That post addressed a relatively minor nuisance about how cases with the priority level “Normal”, are colored red, while the “High” priority … Continue reading Specify Exact Colors for Each Priority in the Microsoft Dynamics CRM/365 Case Chart
Update 4/9/2017: Post updated and applies to all versions of Dynamics CRM from CRM 2011 to Dynamics 365. A major limitation, or so I thought, with Microsoft Dynamics CRM charts, is that they can't display data points that are not included in the dataset. Non-existing data could be just as important to the chart and overview … Continue reading Include records with no value in charts!!!