• 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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    • Power BI Microsoft Dynamics CRM 2013 – Part 2

      Colin Maitland, 15 October 2014

      In my previous blog I showed some samples of Power View, PowerPivot and Power Map reports that displayed Account and Opportunity related information retrieved from a Microsoft Dynamics CRM Online Organisation. In this blog I will provide a list of the supported versions of Microsoft Excel, the

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    • Power BI Microsoft Dynamics CRM 2013 – Part 1

      Colin Maitland, 14 October 2014

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

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    • Microsoft Dynamics CRM 2015 Left Navigation Solution

      Jared Johnson, 13 October 2014

      Last year we created the Dynamics CRM 2013 Left Navigation. This changed the new navigation that came with Dynamics CRM 2013 to return to a vertical layout, including a scrollbar and also being more “sticky”. We’ve made couple of improvements, you can now install this as a solution

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    • Microsoft Dynamics CRM 2015 – Set Dashboards to be available for Mobile Users

      Jared Johnson, 12 October 2014

      Currently in Dynamics CRM 2013 using the CRM for tablets app, the only dashboard that is available to view in the app is the Sales Dashboard, which was a special dashboard introduced with the release of the CRM for Tablets app. Now however with Dynamics CRM 2015 and enhancements to the Dynamics CR

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    • Data Encryption Errors After Restoring Microsoft Dynamics CRM Database

      Paul Nieuwelaar, 08 October 2014

      If you’re seeing an error similar to the one above, you’ve probably done a database backup and restore from a Dynamics CRM 2013 instance into a new Dynamics CRM 2013 or 2015 instance. This error will pop up when you try and modify a user’s email address, or open personal options f

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    • Microsoft Dynamics CRM 2013 PowerShell Cmdlets

      Colin Maitland, 07 October 2014

      Microsoft Dynamics CRM 2013 provides a number of Windows PowerShell cmdlets that may be used to manage a Microsoft Dynamics CRM 2013 deployment. These cmdlets are available on the Microsoft Dynamics CRM 2013 Server which has the Deployment Tools Server Role installed. In order to use the cmdlets you

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    • Users Unable to Track Emails after CRM 2013 SP1 Update

      Paul Nieuwelaar, 06 October 2014

      If you’ve recently upgraded to CRM 2013 SP1 and you’ve applied the product update for cases, you might be experiencing an issue where outlook users are unable to track certain emails in CRM. They receive an error: You do not have permissions to access these records. Contact your Microsof

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    • Upgrading from Microsoft Dynamics CRM 2013 to Microsoft Dynamics CRM 2015

      Colin Maitland, 05 October 2014

      In this blog I will provide a list of the main points from a recently posted Upgrading from Microsoft Dynamics CRM 2013 to 2015 Autumn '14 video presented by Matthew Barbour.  Microsoft Dynamics CRM 2015 Supported Server and Client Software  •  The following software is supported

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