Power BI & More

This episode is sponsored by KingswaySoft.

Episode Description

Earlier on the podcast, we discussed how Power BI dashboards and reports could be added to Dynamics 365 personal dashboards. However, until now there has not been any easy way to add Power BI to system dashboards and record forms. Until now.

Trond is a Norway based solution/application architect, and he has solved these limitations with the CRM Power BI Viewer. This solution is solution aware and allows you to add Power BI reports and dashboards to Dynamics 365 Customer Engagement forms and system dashboards.

Links

• Trond Aarskog on LinkedIn: https://www.linkedin.com/in/aarskog/
• Power BI viewer: http://crm-powerbi-viewer.heiigjen.com/

This episode is sponsored by KingswaySoft.

This week is a "more" week, as we talk about Dynamics 365 charts--when you should use them, the easiest way to edit them, and what you need to know about UCI charts.

Topics discussed in this episode:

• Benefits of using D365 charts
• When to use D365 charts instead of Power BI
• XrmToolBox Advanced Chart Editor
• Should you design charts as user charts or system charts?
• Web UI charts vs. Unified Client Interface (UCI) interactive charts
• Using the right chart type for the job
• Using FetchXML Builder with the Advanced Chart Editor

This episode is sponsored by Maplytics™ by Inogic.

In this episode, Ulrik talks about the many ways to get Dynamics 365 data into Power BI:

• Direct connection
• Odata connection (old and new)
• Json
• FetchXML

We also talk about ways to get option set labels into Power BI.

Links:

FetchXML Builder: http://fxb.xrmtoolbox.com/

CRM Viking's blog: http://www.crmviking.com/2018/01/how-to-retrieve-odata-v4-fast-in-power.html

In this episode (sponsored by CRMUG), we announce the new host for the podcast, Ulrik Carlsson. Ulrik is well known as the CRM chart guy, and he is looking forward to sharing his knowledge about analytics, Power Bi, and Dynamics 365 charts with podcast listeners.

Topics discussed in this episode:

• What's next for Scott Sewell
• Customer Insights and how it relates to Power BI
• The future of Power BI and Power Apps
• Interactive dashboards in Dynamics 365 v9