Blog Posts for Microsoft Dynamics 365 and Dynamics CRM | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

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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Dynamics CRM – Security Role Automatically Assigned to imported Teams

Roz Millar, 09 June 2015

I recently had to set up team ownership in Dynamics CRM for 1600 Accounts across 40+ Teams. Because of these large numbers, I decided to use the out-of-the-box Import Wizard to speed up the process. I started with the data import template available for the Team entity and entered the informati
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Tracing and Logging Plugins in Dynamics CRM 2015 Online

Ahmed Anwar, 04 June 2015

Microsoft Dynamics CRM 2015 Update 1 has introduced a new feature for developers to troubleshoot plugins more efficiently when using ITracingService. This feature allows developers to record tracing information from the Trace() method invoked from Plugins or custom Workflows. The recorded informatio
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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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Microsoft Azure API App Invalid Swagger error

Jared Johnson, 02 June 2015

In trying out the new Azure API apps by converting an existing ASP.NET Web API, you can run into this error as soon as you publish your API to azure for the first time and check out the API definition blade: Trying to add the API as an Azure App client can get you nicer errors like: "Found operat
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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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CRM 2015 FetchXML Aggregates not working in Plugins Anymore

Paul Nieuwelaar, 28 May 2015

If you've started receiving random NullReferenceException errors when executing your plugins after upgrading to CRM 2015, this might be why. When performing SUM aggregates in plugins, for some reason now, if there are no records for that entity, instead of giving you no results like it used to, you
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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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Opening Web Resources in Xrm.Utility in Dynamics CRM 2015 Online Update 1

Ahmed Anwar, 26 May 2015

In this article, I'll talk about opening web resources using the Xrm.Utility.openWebResource function. Xrm.Utility.openWebResource(webResourceName,webResourceData,width, height)The new function opens a new web resource by passing its schema name, optional data, width and height.Assume you have a ret
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Tracking Changes in Dynamics CRM 2015 Update 1

Ahmed Anwar, 25 May 2015

Tracking changes is a new feature introduced in CRM online. Tracking changes is important when performing data synchronisation between CRM and other systems. In this article, I'll explain how CRM can detect changes in records. One day your boss asked you to develop a tool that runs every day to sy
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