Microsoft Dynamics 365 and Dynamics CRM Blogs by Colin Maitland | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

Power BI Microsoft Dynamics CRM Online – Power Map Report Part 3

Colin Maitland, 19 July 2015

In this series of blogs I have been describing how to create Power BI reports in Microsoft Excel based using data from a Microsoft Dynamics CRM Online Organisation. In my previous blog I demonstrated how to configure the second layer of a Power Map report in Microsoft Excel to display Account Reven
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Power BI Microsoft Dynamics CRM Online – Power Map Report Part 2

Colin Maitland, 17 July 2015

In this series of blogs I have been describing how to create Power BI reports in Microsoft Excel based using data from a Microsoft Dynamics CRM Online Organisation. In my previous blog I demonstrated how to configure the first layer of a Power Map report in Microsoft Excel to display Account Number
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Power BI Microsoft Dynamics CRM Online – Power Map Report Part 1

Colin Maitland, 17 July 2015

In this series of blogs I have been describing how to create Power BI reports in Microsoft Excel based using data retrieved from a Microsoft Dynamics CRM Online Organisation using a Power Query query. In this blog I will demonstrate how to create a Power Map report and configure the first layer to
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Power BI Microsoft Dynamics CRM Online – Power View Report Part 3

Colin Maitland, 14 July 2015

This is the third blog in a series of three blogs on how to create a simple Power View Report in Microsoft Excel to display information on Accounts and Opportunities retrieved from a Microsoft Dynamics CRM Online Organisation. The report is based on an ODataFeed related query created using Power Que
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Power BI Microsoft Dynamics CRM Online – Power View Report Part 2

Colin Maitland, 13 July 2015

This is the second blog in a series of three blogs on how to create a simple Power View Report in Microsoft Excel to display information on Accounts and Opportunities retrieved from a Microsoft Dynamics CRM Online Organisation. The completed report will look similar that shown below. In my prev
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Power BI Microsoft Dynamics CRM Online – Power View Report Part 1

Colin Maitland, 11 June 2015

In this blog and the next two blogs I will demonstrate how to create a simple Power View report in Microsoft Excel that displays information on Accounts and Opportunities retrieved from a Microsoft Dynamics CRM Online Organisation. This report uses a Power Query named AccountOpportunitiesSet previou
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Power BI Microsoft Dynamics CRM Online – PivotChart Report Part 3

Colin Maitland, 03 June 2015

In my previous blog I demonstrated how to convert a Column Chart that displays the Sum of Estimated Value by Account into a Pie Chart. In this blog I will demonstrate how to update the Column Chart to display both the Sum of Estimated Value and the Sum of Actual Value. I will also demonstrate how to
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Power BI Microsoft Dynamics CRM Online – PivotChart Report Part 2

Colin Maitland, 29 May 2015

In my previous blog I demonstrated how to create a simple Clustered Column Chart in Microsoft Excel that displays the Sum of Estimated Revenue by Account using data queried from a Microsoft Dynamics CRM Online Organisation. In this blog I will demonstrate how to convert this chart into a 3D
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Approve Microsoft Dynamics CRM Online 2015 Update 1

Colin Maitland, 27 May 2015

Microsoft Dynamics CRM Online Update 1 (May 2015) is now available. In this blog I will show you how to schedule and approve this update for your Organisation. Important: The best practice prior to applying updates to a production instance of Microsoft Dynamics CRM is to first complete the foll
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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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Connecting Microsoft Power BI Public Preview to Microsoft Dynamics CRM Online

Colin Maitland, 10 April 2015

In this blog I will briefly describe how to connect your Microsoft Dynamics CRM Online Organisation to the new Microsoft Power BI Portal Public Preview in order to be able to access, create and use dashboards and reports similar to the following Sales Manager (Dynamics CRM) dashboard. To compl
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Power BI Microsoft Dynamics CRM 2013 – Part 17

Colin Maitland, 16 December 2014

In my previous blog in this series I have demonstrated how to reorder the columns in the Account, Contact and Opportunity ODataSets downloaded to Microsoft Excel 2013 from a Microsoft Dynamics CRM Online Organisation. In this blog I will demonstrate how to rename the columns. This is the final ste
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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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Power BI Microsoft Dynamics CRM 2013 – Part 15

Colin Maitland, 03 December 2014

In my previous blog I demonstrated how to transform DateTime columns, from the Microsoft Dynamics CRM Online Organisation ODataSets loaded into Microsoft Excel, into Date columns and Year columns. There is however a step to be completed prior to that if you want the DateTime values to be converted f
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