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By Konrad Thiel on 4/7/2014 1:41 PM

In our latest video tutorial step by step we connect Microsoft Power BI tools to Microsoft CRM Online in Excel Power Query and then transform the data into usable reports that can be re-embedded into CRM.

 

By Randall on 3/19/2014 12:53 PM
Dynamics CRM users often ask "What is the difference between a lead and a contact". Many misunderstand the purpose of a lead and want to put all kinds of information in a lead that belongs on a contact, account, or opportunity).

Simply put "A lead is a business card."

So what do we mean a business card?

Let us take the common convention situation. You have a booth and you set a fishbowl out with a sign about winning free stuff. At the end of the event you have 200 business cards. After following up with all 200 you find 10 to 20 of the people want to learn more. The rest just want your free stuff.

Next month when looking at your pipeline you don't what to have to sort through 180+ business cards of people who are not interested. You only want to look though the 10 to 20 who might buy.

The 200 business cards are Leads. You know little to nothing about them but want to find out their interest level.

When you call a lead (business card) and they say they would...
By Konrad Thiel on 3/13/2014 11:03 AM
Our first video blog about Microsoft Power BI generated questions about licensing and Microsoft Office version compatibility. We hope to answer those questions in this blog in detail for everyone. First we will break down the features of Power BI a bit more. Second we will discuss the licensing around Power BI. There are a few unpleasant surprises around power mapping coming in May and June for some Office users who did not read the fine print.

There are several Power BI features that are part of Excel 2013.



Power Query: This tool is most often the starting point for Power BI. From here you can connect to CRM 2013 on premise and online, publicly available databases, and local databases. In this example I have used the search function inside Excel to find two public databases Microsoft has indexed for everyone. The first is a list of state budgets, the second is demographic data. In this example I wanted to look at spending per person by state....
By Randall on 3/4/2014 11:34 AM
You are an admin or customizer and want to change a field from required to optional. You have made the change but when testing the form a required field warning is still coming up.

With CRM 2013 there are 3 standard places that could be the source of a required field warning.

On Entity:

Defined in field



Look on form



Warning at bottom right of form



In custom JavaScript:

Defined in form properties



Written in script code



Look on form & Warning at bottom right of form same as Entity level requirement.

In...
By Dave Espenschied on 2/28/2014 2:44 PM
Composite fields are an excellent new feature of Dynamics CRM 2013. However, composite fields cannot be edited. Thankfully, there is a workaround using business rules which allows you to hide or remove portions of a composite field.

For example, you may want to remove "Street 3" and "Country/Region" from the composite address. To do this, go to the form the composite address is on and add business rule to hide the fields. Your condition can be anything that matches your business logic; but I chose to hide the fields based on the fields being empty. Please see the screenshot below for details.

Street 3 and Country/Region Need to Be Hidden

Business Rule to Hide the Unwanted Fields

Street 3 and Country/Region Have Been Hidden!

...
By Konrad Thiel on 2/26/2014 3:56 PM
This is the first of a series of blogs about Business Intelligence in general, Microsoft Dynamics CRM, and Microsoft Power BI for SQL, SharePoint, or Office 365. I hope you'll join us for the full series and the YouTube video companion.

Business Intelligence (BI) is all about taking the reports, spreadsheets, and data sets that make your eyes roll and putting them into a visually pleasing, easy to understand, and manipulate format.

Microsoft Power BI has been an add-on to SQL Server in the past, but now it's also available in Excel in either the stand alone Office...
By Dave Espenschied on 2/11/2014 2:35 PM
Confused about how Dynamics CRM 2013's Access Teams work and when to use them? If so check out this excellent explanation of Access Teams at Microsoft.com. It thoroughly covers Access Teams, including step by step instructions on how to appropriately set up Access Teams.



...
By Deborah Deragon on 2/4/2014 3:00 PM

Microsoft names the cloud computing genius, Satya Nadella as the new Chief Executive Officer on Tuesday February 4th, 2014. Steve Ballmer announced his intention to leave back in August of last year and the search for a new leader has been longer than expected. Satya is ready to roll up his sleeves and get to work. He has held various executive positions since joining the company and is ready to further the innovation that Microsoft has been known for. In October 2012 Ballmer said that Microsoft would transition to a "devices and services" firm, focusing on making hardware, online services and apps that work together seamlessly across multiple screens and gadgets and Satya Nadella is going to be just the person to propel Microsoft forward into this channel.

By Dave Espenschied on 1/9/2014 4:07 PM
After some of the recent Dynamics CRM 2011/2013 updates, when you go to log in you are presented with the Mobile Express page:



To resolve this issue, take the following steps:

Ensure that your CRM site is a trusted site: In Internet Explorer, click on the cog in the top-right and select "Internet Options"

Select the Security Tab and Click on Sites. Add your website if it is not already trusted:



 

Verify you are using the correct URL: In some scenarios, your browser (I've even seen this with IE on occasion) will attempt to navigate to https://[CrmSubnetName].[2ndLevelDomain].com/m/default.aspx. The m/default.aspx is incorrect. Update your URL to https://[ CrmSubnetName].[ 2ndLevelDomain].com/main.aspx and your...
By Jay Larsen on 10/16/2013 1:15 PM

Your website is the face of your company. It’s kind of like an always-available salesperson who can give potential customers the information they need with just a few clicks, any time of the day or night. An internet search is the first place most customers start when they’re ready to hop into the sales funnel. And your website is the first place they’re going to go when they’re looking for more information about you.

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