Microsoft Dynamics CRM

{Quick Tip}Steps to convert UTC Date time fields to local format in POWER BI for CRM online

Recently in CRM online project, our customer started reporting that Date fields are off by a day on some random data rows.

The reason to that is the time zone is not considered automatically.

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Here is a step by step resolution:

https://community.dynamics.com/crm/b/scaleablesolutionsblog/archive/2016/03/25/convert-utc-date-format-into-local-time-format-in-power-bi

Hope it helps and Happy CRMing!

If you want to know more on Dynamics CRM, just get in touch.

Do not forget to share! Sharing knowledge is true power!

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Microsoft Dynamics CRM

{CRM 2016 Update 1} Overview and Step by Step for Relevance search in Dynamics CRM

Relevance search is a new feature that came up with CRM 2016 Update 1. In case of Relevance search basically uses concept of scoring – so more the score more relevant is a search term.

Underneath Relevance search utilizes same concepts as Azure Search.

So, here is a quick overview:

Since it’s a preview feature you will need to enable it in Settings->Administration->System settings->Preview.

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Once you select yes and enable it, we need to navigate to Customizations:

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Select the entities you want and click ok.

Now, field level, you can configure fields to include under Quick find columns:

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Above is sample for Account entity.

Next thing when I try to search for Datum under Search box:

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Nothing is found, but we also have an option for Use Relevance search:

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It finds it using power of Azure! Great feature.

How does it work? Here is the architecture referred from Technet:

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There are some limitations and considerations. Detailed Read:

https://technet.microsoft.com/en-us/library/mt723654.aspx

Hope it helps and Happy CRMing!

If you want to know more on Dynamics CRM, just get in touch.

Do not forget to share! Sharing knowledge is true power!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

Microsoft Dynamics CRM

{Survey results} Scenarios for which Plugins are used in Dynamics CRM

Thank you all for submitting your valuable feedback. Here are the results.

There were total of 67 votes submitted and here is where we CRM people use plugins for:

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Other scenarios included:

 

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A late entry in others is SMS integration.

Hope it helps, Happy CRMing!

Do not forget to share!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

Microsoft Dynamics CRM

{POWER BI} Unleashing POWER BI to do Map based analytics

Do you have data stored in CSV/Excel files and wished you could do some map based analytics with it. Well POWER BI lets you do all of that?

Here I have collected a random data of my Blog traffic across regions and am uploading this into POWER BI desktop:

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Launching POWER BI desktop:

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Once Loaded:

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Now I can do some insights on this data:

On visualizations I took Filled map, Chose Country as Latitude and Hits as Longitude:

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Here is the result:

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Not only did it plot all content, it has relevant tooltips for each region with color encoding:

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Pretty cool, isn’t it?

Well, just wait. The next thing I am going to show is I am going to get Hits added to the filter, For this I am just dragging the field for Hits to Page Level filters area:

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Once dragged, it will look like below:

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This coloured up regions where there were more than 100 hits:

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In case you need any assistance for POWER BI, just get in touch.

Hope this helped!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

Microsoft Dynamics CRM

{POWER BI Step by Step} How to connect POWER BI Desktop to CRM online?

Do you want to use POWER BI for something other than what content packs for Sales and Service offer in CRM Online.

Well, you can – you just need to user POWER BI Desktop. Here are the steps:

Click on Get Data and select below options:

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Click Connect and mention Org service URL:

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Click OK and on next screen Choose Organisational account:

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Clicking Sign-in will open up Office 365 Login page, Enter your office 365 credentials:

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Once credentials are specified, Click Sign in and you should see following screen:

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The message “You are currently signed in” must appear. Click Connect now.

This will start Configuration. Once configured, you will be presented with the following screen:

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If you need any POWER BI or CRM assistance, just get in touch.

Hope it helps and Happy CRMing!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en