Archive for January, 2018

Inserting Power BI into Dynamics 365 Dashboard

January 20, 2018

A dashboard is a powerful business tool that is designed to provide information depending on the need of each user and what they need to view, analyze, and share.

Microsoft Dynamics 365 dashboards comprise collections of view lists, charts, web resources, iFrames, and organizational insights that let you see how you and your team are doing, based on key metrics.

As helpful as dashboards can be to an organization, more can be achieved by embedding Power BI directly into your Dynamics 365 dashboards.

What Is Power BI?

Power BI is a business intelligence solution that can be combined with Dynamics 365 to provide a more robust tool that is very helpful in reporting and analysis. Power BI is a great tool for visualizing data in Dynamics 365, as it allows you to easily access and analyze your sales, service, or marketing data in the organization. It is also available as a cloud-based service in Office 365.

Power BI simplifies the process of extracting and presenting data in dynamic and interactive data visualizations, all through easy drag-and-drop functionality. One good thing is that you can implement it in Dynamics 365 without writing any code.

There are many advantages that result from using this tool. Some of the most important benefits are:
  • Creating your very own analysis through Excel, using the same data that you have within Power BI.
  • Automatic data refresh and reports publishing, allowing all users to avail themselves of the latest information.
  • Transforming your enterprise data into rich visuals, thus extracting business intelligence for enhanced decision making.

Let us discuss how one can integrate Power BI charts and data visualizations into Microsoft Dynamics 365 dashboards.

Connecting Power BI to Dynamics 365

Before attempting to add Power BI to Dynamics 356 dashboard, users must be able to access Power BI and to have at least one Power BI dashboard to reference. This is because we need a Power BI dashboard to import into Dynamics 365.

To do this, we are going to connect to one of the Content Packs made for Dynamics 365 inside Power BI (a content pack is a collection of related documents or files that are stored as a group in Power BI that are related to a service).

  1. In Dynamics 365, Navigate to Settings -> Customizations -> Developer Resources.
  2. Under Developer Resources, copy the following information: (https://”yourtenant” to a Notepad document. You do not need “api/data/v8.2”; Power BI will add this to the URL.
    Connect to this instance of Dynamics 365
  3. Then log in to Power BI website using the same account as you are logged into in Dynamics 365.
  4. Open up the sidebar menu and go to “Get Data.”
  5. Under the Content Pack Library, chose “Services” and press “Get.” That will bring up the following screen:
    Get Data
  6. This will open the AppSource Library, where you can search for the content pack or scroll through the pages to the preferred one.  For example, Sales Analytics for Dynamics 365 and select “Get it now.”
    App Source
  7. Copy the Organization Data URL you saved in the notepad file and paste it into the first text box; now select a Fiscal Year End Month Number and click Next.
    Connect to Sales Analytics for Dynamics 365
  8. Wait for your data to be imported from Dynamics 365. 

Now that we have successfully imported our content packs into Dynamics 365, we can enable and start adding Power BI to our dashboard.

How to Enable Power BI

To add Power BI to our dashboard in Dynamics 365, we must make sure Power BI is enabled on it. To do this,

  • Login to Dynamics 365 as an administrator.
  • Under Settings, click on Administration -> System Settings -> Reporting.
  • Check the option “Power BI visualization embedding” and make sure that this is set to Yes.

System Settings

  • Click Ok.

Adding a Dashboard with Power BI

To add a Dashboard with Power BI:
  1. In the Dashboard area, click on New to create a new dashboard. (Once you have enabled the setting above, the option for a Power BI dashboard will show).
    Dynamics 365: Power BI Dashboard
  2. Select the Power BI dashboard menu item.
  3. From the Dialog box that opens you will see all the dashboards that you have access to from within Power BI.
  4. Select the dashboard that you want to use as a dashboard and then click on the Save button.
    Add Power BI DashboardAfter this, you will see that the dashboard is now embedded within Dynamics 365 as one of your personal Dashboards

    Sales Analytics

    Clicking on various dashboard tiles will take you to Power BI report, where you can further drill down into the data.

    PowerBi Report

Things to Note

  1. Power BI Visualizations can only be added to personal Dashboards (which can, in turn, be shared with other users).
  2. Power BI data is not real time, so this is based on the refresh you do manually in Power BI or the scheduled refreshes.
  3. To share this dashboard with other colleagues in your organization, you’ll have to share the dashboard in Power BI. This is because security doesn’t apply to Power BI as it does in Dynamics 365, considering the fact that they are two separate applications.

Original Source SherWeb Blog


Microsoft Dynamics 365 for Outlook is unable to render webpages

January 19, 2018

Microsoft Dynamics 365 for Outlook is unable to render webpages after installing the October 2017 Microsoft Outlook security update


When attempting to render webpages via the Outlook folder pane using the Microsoft Dynamics 365 for Microsoft Outlook add-in (Outlook client), the view pane remains blank and “Waiting for a page to be retrieved from a CRM server…” displays. The pane never loads the corresponding webpage.


The Dynamics 365 for Outlook add-in relies on customized roaming home pages in order to render webpages within Outlook. The October 2017 Microsoft Outlook security update disables roaming home pages in Outlook to address a significant vulnerability with the application, and as such, inadvertently causes the add-in to fail.

Versioning Information

All versions of the Microsoft Dynamics 365 for Microsoft Outlook add-in family are affected by this issue. This includes Microsoft Dynamics CRM 2016 for Microsoft Office Outlook, Microsoft Dynamics CRM 2015 for Microsoft Office Outlook, and Microsoft Dynamics CRM 2013 for Microsoft Office Outlook.

This also affects all versions of the Dynamics 365/ CRM organization that the add-in is connecting to.

The Outlook Security update versioning information is found below:

Security Update for Microsoft Outlook 2010 (KB4011089) 32-Bit Edition
Security Update for Microsoft Outlook 2010 (KB4011089) 64-Bit Edition
Security Update for Microsoft Outlook 2010 (KB4011196) 32-Bit Edition
Security Update for Microsoft Outlook 2010 (KB4011196) 64-Bit Edition
Security Update for Microsoft Outlook 2013 (KB4011178) 32-Bit Edition
Security Update for Microsoft Outlook 2013 (KB4011178) 64-Bit Edition
Security Update for Microsoft Outlook 2016 (KB4011162) 32-Bit Edition
Security Update for Microsoft Outlook 2016 (KB4011162) 64-Bit Edition

Any future cumulative Outlook updates will contain these Security Updates and will cause this issue to occur, such as the following updates:

Update for Microsoft Outlook 2013 (KB4011252) 32-Bit Edition
Update for Microsoft Outlook 2013 (KB4011252) 64-Bit Edition
Update for Microsoft Outlook 2016 (KB4011240) 32-Bit Edition
Update for Microsoft Outlook 2016 (KB4011240) 64-Bit Edition


Due to this security update resolving multiple significant vulnerabilities within the Microsoft Outlook application, it must remain installed. In order to re-enable roaming home pages as a workaround while a permanent resolution is developed, a registry key must be added to the local client machines running the Microsoft Dynamics 365 for Outlook application. This key must be installed either through direct registry edit or via Group Policy in your organization.

The following registry key is dependent on the version of Microsoft Outlook installed:

Microsoft Outlook 2016:

[HKEY_CURRENT_USER\Software\Microsoft\Office\16.0\Outlook\Security] “EnableRoamingFolderHomepages”=dword:00000002

Microsoft Outlook 2013:

[HKEY_CURRENT_USER\Software\Microsoft\Office\15.0\Outlook\Security] “EnableRoamingFolderHomepages”=dword:00000002

Microsoft Outlook 2010:

[HKEY_CURRENT_USER\Software\Microsoft\Office\14.0\Outlook\Security] “EnableRoamingFolderHomepages”=dword:00000002

Once this registry key is added to the local client, Microsoft Outlook must be restarted and the add-in will be able to render webpages without issue.

Advanced MultiSelect for Dynamics 365 / Dynamics CRM

January 17, 2018

Advanced MultiSelect for Dynamics 365 / Dynamics CRM is a multi-select / multi-checkbox control on a form. It represents a set of related data items (based on N:N relations + FetchXml) and gives a user an ability to associate/disassociate records of related entities in a quick and convenient way.

You most likely are interested in this solution if

  • you have Many-To-Many (N:N) relationships and would like to associate / disassociate related records in a quick, convenient and flexible way using a set of appropriate checkboxes on a form
  • you are using either Dynamics CRM 2016 Update 1 (8.1) or Dynamics 365 (8.2) version and you would like to have multi select / multicheckbox functionality on a form and don’t want to create a lot of dedicated checkbox attributes for each an option
  • you are using the new version of Dynamics 365 (9.0) (where a new multi-select functionality introduced out-of-box) and find this out-of-box feature does not suit your needs (for example, you have to make changes in metadata each time you need to add/remove list options (instead of giving some users an ability to easily maintain the lists), you cannot support ‘obsolete’ options, and so forth).