A few weeks ago I launched a demo survey built on Voice of the Customer, the brand new survey tool from Microsoft. The goals I had for this exercise were twofold: 1) see how these type of interactive tools could…
Around one year ago Microsoft introduced the capability to access CRM Online data via Power Query, one of the client side components of the Power BI suite. More precisely, the capability to authenticate with the already existing CRM OData feeds…
If you’re using Dynamics CRM Online without direct access to the underlying SQL Server database, there may have been a few occasions when you’ve wished for more flexible options for reporting and customer data analytics than what is possible via configuring CRM…
Sometimes a data model that is perfectly valid on a logical level does not enable the system end users to actually leverage the data stored in it. One example of such a design is the way Microsoft Dynamics CRM handles…
Despite of the recently refreshed user interface of Dynamics CRM 2013 that offers a much more fluid user experience than previous versions, there are still areas in the application that are not very user friendly. Many of these revolve around…
Now that Power BI has hit the GA milestone (general availability), I decided to spin up a trial subscription for it and get familiar with the tools that it offers. My previous experiment with connecting to CRM Online OData feed with…
The latest version of Excel contains a Get External Data menu option for linking the workbook to an OData data feed. Knowing that Dynamics CRM 2011 and 2013 both provide an OData endpoint, this would seem like a great option…
There are some great new features available in Excel 2013 that can take your Dynamics CRM data visualization onto a whole new level without the need to invest in new server infrastructure or build traditional OLAP cubes on your SQL…
Goal management is one of those features in Microsoft Dynamics CRM 2011 that has a relatively high barrier for utilization. The initial thought of measuring the business results of your organization through a built-in mechanism in your CRM system resonates…
Things used to be simple back in 2005 when I started working with Microsoft Dynamics CRM (known as only Microsoft CRM back then). You pretty much knew that there would be a version update every 2-3 years. In between, there…
