• 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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    • 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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    • Export Test Cases from Excel to TFS

      Manjula Chetty, 02 December 2014

      There are many testers who prefer to write test cases in excel as it is easier and one can view all the test cases in one single page and then copy it across to TFS. Copying test cases from Excel to TFS one by one is a very time consuming task. The alternative to that would be using Test case Migrat

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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 12

      Colin Maitland, 12 November 2014

      This blog is Part 12, 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. In this blog and the next I will demonstrate how to transform the Option Set column Values into their correspo

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    • Power BI Microsoft Dynamics CRM 2013 – Part 11

      Colin Maitland, 09 November 2014

      In my previous blog, of this series on using Power BI with Microsoft Dynamics CRM Online, I demonstrated how to reduce the number of rows in a Microsoft Dynamics CRM Online ODataSet using the Power Query Editor. In this blog I will demonstrate how to now apply sorting. The options sorting allow yo

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    • Power BI Microsoft Dynamics CRM 2013 – Part 10

      Colin Maitland, 05 November 2014

      In this series of blogs on using Power BI tools in Microsoft Excel to work with ODataSets downloaded form a Microsoft Dynamics CRM Online Organisation, I have so far demonstrated how to connect to the Microsoft Dynamics CRM Online Organisation; select one or more ODataSets, such as AccountSet, Conta

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    • Power BI Microsoft Dynamics CRM 2013 – Part 9

      Colin Maitland, 04 November 2014

      As a part of this series on creating Power BI reports for a Microsoft Dynamics CRM Online Organisation, I demonstrated in my previous blog how to expand the opportunity_customer_accounts relationship column in AccountSet. After being expanded however, an error occurred when the updated AccountSet wa

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    • Power BI Microsoft Dynamics CRM 2013 – Part 8

      Colin Maitland, 03 November 2014

      In my previous blog in this series on Power BI and Microsoft Dynamics CRM 2013, I demonstrated how to expand Option Set, Lookup and Money columns in the Power Query Editor. In this blog I will demonstrate how to expand Parent/Child relationship columns using the opportunity_customer_acocunts re

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    • Power BI Microsoft Dynamics CRM 2013 – Part 7

      Colin Maitland, 02 November 2014

      In this series of blogs I am providing a simple overview of how to connect Microsoft Excel to a Microsoft Dynamics CRM Online Organisation and how to use some of the Power BI tools in Microsoft Excel.  In my previous blog I demonstrated how to use the Power Query Editor in Microsoft Excel

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    • Power BI Microsoft Dynamics CRM 2013 – Part 6

      Colin Maitland, 22 October 2014

      In this blog I will demonstrate how to reduce the number of columns in the Microsoft Dynamics CRM Online AccountSet, ContactSet and OpportunitySet OData Sets previously loaded into the Data Model in Microsoft Excel. This is an important initial step in the preparation of the OData Set queries for us

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    • Power BI Microsoft Dynamics CRM 2013 – Part 5

      Colin Maitland, 21 October 2014

      In this series of blogs I am providing a simple overview of how to connect Microsoft Excel to a Microsoft Dynamics CRM Online Organisation and how to use some of the Power BI tools in Microsoft Excel, such as Power Query, Power View, PowerPivot and Power Map, to create some nice looking, interactive

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    • Power BI Microsoft Dynamics CRM 2013 – Part 4

      Colin Maitland, 20 October 2014

      In my previous blog I demonstrated how to configure Power Query options and how to select and load one or more ODataSets from a Microsoft Dynamics CRM Online Organisation using Power Query in Microsoft Excel. In this blog I will demonstrate how to view and configure the relationships between th

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    • Power BI Microsoft Dynamics CRM 2013 – Part 3

      Colin Maitland, 19 October 2014

      In my previous blog I demonstrated how to create a connection in Microsoft Excel Professional Plus 2013 to a Microsoft Dynamics CRM Online Organisation for use by the Microsoft Excel Power BI tools such as Power Query, PowerPivot and Power Map.  In this blog I will describe how to configur

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