Quickly get Dynamics 365 data in to Power BI for Q&A

The Q&A feature in Power BI is great as it let's users ask natural questions about your data and it will generate visuals and lists to answer those questions. Of course, there's an assumption that Power BI has a data model that uses the same terminology as the user asking, and that the required data … Continue reading Quickly get Dynamics 365 data in to Power BI for Q&A

Use Color Codes from Option Sets in both Dynamics 365 charts and Power BI

Option Sets in Dynamics 365 has a setting for each value to specify a color code. This color code is used in the new Unified Interface in the entity specific dashboards. This is a welcome addition as it makes it more easy to persist colors to a specific value and have it be consistent throughout … Continue reading Use Color Codes from Option Sets in both Dynamics 365 charts and Power BI

Power Query Builder update for XrmToolBox. Create links to Dynamics 365, and handle tables with no records retrieved

We have added some updates to the Power Query (M) Builder for the XrmToolBox. Video is at the bottom of this post. There are 3 main new features: Automatically generate links back to the Dynamics 365 record Generate an empty table when no records are retrieved Use all-attributes in the FetchXML Automatically generate link to … Continue reading Power Query Builder update for XrmToolBox. Create links to Dynamics 365, and handle tables with no records retrieved

Power Query Builder updated – now supports FetchXML to get your Dynamics 365 Views into Power BI

The latest version of the Power Query (M) Builder for the XrmToolBox has been updated and it now supports FetchXML. Used for creating data models for Dynamics 365 in Power BI, the Power Query (M) Builder accelerates the development of the Power Query (M) code, that retrieves the records, change column names and their data … Continue reading Power Query Builder updated – now supports FetchXML to get your Dynamics 365 Views into Power BI

Use FetchXML in Power BI with Dynamics 365 customer engagement

I wasn’t really planning to write a post on this subject, but since this method helped me out significantly last week, I decided to write it up anyway. So first up, why use FetchXML to get data into Power BI when there is already the OData connection available. Well, FetchXML will give more filtering options, … Continue reading Use FetchXML in Power BI with Dynamics 365 customer engagement

Record Specific Power BI Reports in Dynamics 365 (only one click away)

I recently returned from a trip where I traveled around Europe teaching Business Intelligence and Power BI for Dynamics 365 and finished it off with a number of presentations at eXtreme365 in Lisbon. First of all, a huge thank you to all the people who attended my sessions and all the great questions that followed. … Continue reading Record Specific Power BI Reports in Dynamics 365 (only one click away)

Setup the Data Export Service with a Power BI Solution Template

The Data Export Service is a new and exciting service from Microsoft. It is usually referred to in the context of creating SQL based reports on Dynamics 365 data. However, it is lot more than that and can definitely be leveraged for Power BI as well. I will explore that in this blog post and … Continue reading Setup the Data Export Service with a Power BI Solution Template