• Power BI Microsoft Dynamics CRM Online – Power View Report Part 3

      Colin Maitland, 14 July 2015

      This is the third blog in a series of three blogs on how to create a simple Power View Report in Microsoft Excel to display information on Accounts and Opportunities retrieved from a Microsoft Dynamics CRM Online Organisation. The report is based on an ODataFeed related query created using Power Que

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    • Power BI Microsoft Dynamics CRM Online – Power View Report Part 2

      Colin Maitland, 13 July 2015

      This is the second blog in a series of three blogs on how to create a simple Power View Report in Microsoft Excel to display information on Accounts and Opportunities retrieved from a Microsoft Dynamics CRM Online Organisation. The completed report will look similar that shown below. In my prev

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    • Power BI Microsoft Dynamics CRM Online – Power View Report Part 1

      Colin Maitland, 11 June 2015

      In this blog and the next two blogs I will demonstrate how to create a simple Power View report in Microsoft Excel that displays information on Accounts and Opportunities retrieved from a Microsoft Dynamics CRM Online Organisation. This report uses a Power Query named AccountOpportunitiesSet previou

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    • Power BI Microsoft Dynamics CRM Online – PivotChart Report Part 3

      Colin Maitland, 03 June 2015

      In my previous blog I demonstrated how to convert a Column Chart that displays the Sum of Estimated Value by Account into a Pie Chart. In this blog I will demonstrate how to update the Column Chart to display both the Sum of Estimated Value and the Sum of Actual Value. I will also demonstrate how to

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    • Power BI Microsoft Dynamics CRM Online – PivotChart Report Part 2

      Colin Maitland, 29 May 2015

      In my previous blog I demonstrated how to create a simple Clustered Column Chart in Microsoft Excel that displays the Sum of Estimated Revenue by Account using data queried from a Microsoft Dynamics CRM Online Organisation. In this blog I will demonstrate how to convert this chart into a 3D

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    • Approve Microsoft Dynamics CRM Online 2015 Update 1

      Colin Maitland, 27 May 2015

      Microsoft Dynamics CRM Online Update 1 (May 2015) is now available. In this blog I will show you how to schedule and approve this update for your Organisation. Important: The best practice prior to applying updates to a production instance of Microsoft Dynamics CRM is to first complete the foll

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    • Power BI Microsoft Dynamics CRM Online – PivotChart Report Part 1

      Colin Maitland, 26 May 2015

      In this blog I will demonstrate how to create a simple Clustered Column Chart in Microsoft Excel to display Microsoft Dynamics CRM Online Sum of Estimated Value for Opportunities by Account. The chart is based on the AccountOpportunitySet query built using Power Query as demonstrated in the previous

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    • Power BI Microsoft Dynamics CRM Online – Part 18

      Colin Maitland, 23 April 2015

      In this series of blogs I have described how to create and configure a set of Microsoft Dynamics CRM Online Organisation Accounts, Contact and Opportunity oDataSet queries using Power Query in Microsoft Excel.   The following list provides a quick-reference to the previous blogs in this series:  

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    • Connecting Microsoft Power BI Public Preview to Microsoft Dynamics CRM Online

      Colin Maitland, 10 April 2015

      In this blog I will briefly describe how to connect your Microsoft Dynamics CRM Online Organisation to the new Microsoft Power BI Portal Public Preview in order to be able to access, create and use dashboards and reports similar to the following Sales Manager (Dynamics CRM) dashboard.     To compl

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    • Power BI Microsoft Dynamics CRM 2013 – Part 17

      Colin Maitland, 16 December 2014

      In my previous blog in this series I have demonstrated how to reorder the columns in the Account, Contact and Opportunity ODataSets downloaded to Microsoft Excel 2013 from a Microsoft Dynamics CRM Online Organisation. In this blog I will demonstrate how to rename the columns. This is the final ste

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    • Power BI Microsoft Dynamics CRM 2013 – Part 16

      Colin Maitland, 10 December 2014

      In my previous blogs in this series I have demonstrated how to connect Microsoft Excel 2013 Professional Plus to a Microsoft Dynamics CRM Online Organisation, download Account, Contact and Opportunity ODataSets and update those ODataSets using Power Query so that they are ready to be used for develo

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    • Power BI Microsoft Dynamics CRM 2013 – Part 15

      Colin Maitland, 03 December 2014

      In my previous blog I demonstrated how to transform DateTime columns, from the Microsoft Dynamics CRM Online Organisation ODataSets loaded into Microsoft Excel, into Date columns and Year columns. There is however a step to be completed prior to that if you want the DateTime values to be converted f

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    • Power BI Microsoft Dynamics CRM 2013 – Part 14

      Colin Maitland, 27 November 2014

      In this blog on this series on using the Power BI tools in Microsoft Excel to analyse and report on information retrieved from a Microsoft Dynamics CRM Online Organisation I will demonstrate how to transform Date/Time columns in the ODataSets. In my previous blog I demonstrated how to transform the

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    • Power BI Microsoft Dynamics CRM 2013 – Part 13

      Colin Maitland, 23 November 2014

      This blog is Part 13, in a series on creating reports using PowerBI tools such as PowerPivot, Power View and Power Map in Microsoft Excel for a Microsoft Dynamics CRM Online Organisation. The emphasis in this series so far has mostly been on preparing the oDataSet queries. These are important founda

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    • Access Microsoft Dynamics CRM Quick View Form Attributes Using JavaScript

      Colin Maitland, 16 November 2014

      I recently wanted to use a Quick View form on a Main form to access attribute values from the related parent entity instead of using an asynchronous RetrieveMultiple statement. In this blog I will demonstrate how to do this using an example of accessing attribute values that are then used to filter

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