Archive for December, 2015

Power BI Microsoft took a great step to integrate Dynamics CRM

December 25, 2015

Microsoft is building lots of cloud based technologies these days and Microsoft Dynamics CRM is not an exception. With a powerful data visualisation tool like Power BI Microsoft took a great step to integrate Dynamics CRM and Power BI which means you can easily connect from Power BI website and Power BI Desktop to a cloud based Microsoft Dynamics CRM instance. In this article I express a step-by-step tutorial to be able to connect to connect to Dynamics CRM from Power BI website as well as Power BI Desktop.

Prerequisites:

  • You can only connect to Dynamics CRM Online (Cloud based Dynamics CRM) from both Power BI Desktop and Power BI website. If you have an older version on-premises Dynamics CRM and you’re willing to create visualisations on Power BI then you need to connect to the CRM database on SQL Server instance just like any other SQL Server databases.
  • You need to have a valid OData URL for a Dynamics CRM Online instance and an administrator must enable the OData endpoint in the CRM site settings. To find the OData endpoint address:
      • After browsing your CRM Online in a browser click “Customizations” from “Settings”

Dynamics CRM OData for Power BI

      • Click “Developer Resources”

Dynamics CRM OData for Power BI 2

      • Scroll down and then you can see OData URL under “Organization Data Service”

Dynamics CRM OData for Power BI 3

  • You should connect to Dynamics CRM Online using the same user account as your Power BI website. So if you have a different Power BI account then unfortunately you need to create a new account in Power BI which is identical to your CRM account.
  • Your browser’s popup blocker should be disabled or you should exclude https://login.microsoftonline.com from your popup blocker.
  • As Microsoft Dynamics CRM is integrated with Power BI you need to have Office 365 subscription. If you don’t have Dynamics CRM Online and Office 365 subscription, but, you’re willing to learn how Power BI and Dynamics CRM Online work together you can sign up for a 30-day trial of Microsoft Dynamics CRM here. There is also a trial guide for Microsoft Dynamics CRM Online and Office 365 here.

Power BI Website and Dynamics CRM:

Get Data:

  • Browse and sign in to Power BI website from a browser
  • Click “Get Data” Power BI Get Data
  • From “Content Pack Library” click “Services”

Power BI CRM Connector

  • Click “Microsoft Dynamics CRM” then click “Connect”

Power BI CRM Connector 2

Power BI CRM Connector 3

  • If you get the “Parameter validation failed, please make sure all parameters are valid.” error message then you probably forgot to remove the forward slash (/) from the OData URL.

image

The OData should be something like this:

https://%5Btenant%5D.crm5.dynamics.com/XRMServices/2011/OrganizationData.svc

rather than

https://%5Btenant%5D.crm5.dynamics.com/XRMServices/2011/OrganizationData.svc/

  • Select “oAuth2” from “Authentication Method” drop down list then click “Sign In”

Power BI CRM Connector 4

  • Now you’re connecting to Office 365. Sign in to your office 365 account and click on “Work or school account”. Remember, you should use the same user account as your Dynamics CRM Online account here.

Office 365 Credentials

NOTE: Your popup blocker should be disabled.

  • Sign in to your Office 365 account
  • Voila! You can see a predesigned dashboard ready to use in your Power BI website.

Dynamics CRM and Power BI

Schedule Refresh:

  • Find the Dynamics CRM in “Datasets” pane then click “Open Menu” ellipsis

Dynamics CRM and Power BI 2

  • Expand “Data Source Credentials” and “Schedule Refresh” and setup the desired schedule

Dynamics CRM and Power BI 3

Power BI Desktop and Dynamics CRM:

Get Data:

  • Open Power BI Desktop
  • Search for “CRM” to easily find the connector then click connect

Dynamics CRM and Power BI 4

  • Past the OData URL you copied before
  • Remember to remove the last forward slash from the end of the URL
  • Click OK

Dynamics CRM and Power BI 5

  • You can search the tables and select those ones you need then click “Load”

Dynamics CRM and Power BI 6

  • Now you can create your visualisations. I’m not going to explain how to do that as it had been covered here.
  • Publish the visualisation to Power BI website by clicking on the “Publish” button from the ribbon bar

Dynamics CRM and Power BI 7

Schedule Refresh:

  • From Power BI website find your newly published dataset from “Datasets” pane
  • Click “Open Menu” ellipsis

Dynamics CRM and Power BI 8

  • Click “Schedule Refresh”
  • Click “Edit Credentials” under “Data Source Credentials”
  • Select “oAuth2” from “Authentication Method” drop down then “Sign In”

Dynamics CRM and Power BI 9

  • Connect to Office 365 using your credentials
  • Expand “Schedule Refresh” and setup the desired schedule

Dynamics CRM and Power BI 10

Source: Business Intelligence Insight

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Microsoft Dynamics CRM 2015 Workflow Tools Solution 1.0.10.0

December 1, 2015

This project contains Tools created in WorkFlow Activities to be imported in Dynamics CRM, to use them
All the Source code is included and open.
Download
Right now there are this tools:

  • Force Calculate Rollup Field

Since Dynamics CRM 2015, we can add Rollup fields. The Rollup fields calculation is an asynchronous process, and with this project, we are giving more possibilities to this calculation.
The idea is to use the Workflows (Sync & Async) with custom workflow Activity, to force this calculation when the user define.

  • Apply Routing Rules

This Action forces the execution of the active Routing Rules for the Case passed in the parameter

  • Query Values Step

This Action could be used to query to another entity with two filters fields, and get up to two fields. Very usefull for example to query a custom entity used with parameters.

  • Share Record With Team

This Action could be used to Share a record with a Team .

  • Share Record With User

This Action could be used to Share a record with a User.

  • Unshare Record With Team

This Action could be used to Unshare a record with a Team.

  • Unshare Record With User

This Action could be used to Unshare a record with a User.

  • Check If User is in Role

This Action is for checking if the user has assigned a Security Role.

  • Check If User is in Team

This Action is for checking if the user is a member of a specified Team.

  • Add To Marketing List

This Action is for adding accounts, contacts and lead to marketing lists.

  • Remove From Marketing List

This Action is for adding accounts, contacts and lead to marketing lists.

  • Clone Record

This Action is for record clonning. You can clone any record, using their URL.