Use the FetchXML Builder to help create charts in Dynamics 365

When creating charts for Dynamics 365, the Advanced Chart Editor in the XrmToolBox can handle most of the presentation and formatting of the chart. The work with the data happens in the fetch part of the chart XML, which still needs to be edited manually. Especially if you create charts that utilize relationships and N:N …

Use FetchXML in Power BI with Dynamics 365 customer engagement

I wasn’t really planning to write a post on this subject, but since this method helped me out significantly last week, I decided to write it up anyway. So first up, why use FetchXML to get data into Power BI when there is already the OData connection available. Well, FetchXML will give more filtering options, …

Groupby on a related entity’s related entity

Are we focusing on the right Accounts and Opportunities? A common question in sales departments. Accounts are often classified in some kind of A, B, C categorization based on their potential value etc. Ideally, that means you sales activity should primarily be related to A accounts and some B accounts. However, a common setup in CRM, is to set …