Power BI & More

Latest Episodes:

Power BI Oct '18 Release Notes Aug 07, 2018

Show notes

In this episode (brought to you by KingswaySoft), Ulrik and Joel go through the October '18 release notes for Power BI and analytics.

Topics discussed:

October '18 release notes for Power BI
Embedded Power BI visuals in Dynamics 365 forms
SSRS reports in unified interface and mobile
Preview feature--run SSRS reports from Power BI Premium
Deeper PowerApps integration with Power BI
CDS connector for Power BI--get your labels
Enhancements to links in Power BI dashboards
Power BI in Dynamics 365 portals
What are data flows
PowerQuery in CDM
Intellisense in PowerQuery
What happened to CDS-A
What happened to Customer Insights
Predictive lead scoring

Update your oData connection Jul 03, 2018

Show notes

This episode is brought to you by Maplytics by Inogic.

In this episode, Ulrik talks about the exciting changes in the June update to Power BI Desktop. For Dynamics 365 users, the biggest change is that the V9 oData endpoint is now supported. Ulrik fills us in on some new parameters that need to be populated when updating your 8.2 reports and dashboards to use the v9 oData endpoint.

Ulrik also discusses some recent updates to his Power Query Builder for XrmToolBox.

This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts and Spotify.

PowerApps in Power BI Jun 18, 2018

Show notes

In this episode (sponsored by d365UG), Ulrik announces the beta of a new tool for XrmToolBox to help you build Power Query queries and also talks about how and why you should embed canvas PowerApps in your Power BI dashboards.

Links in this episode:

Power Query Builder for XrmToolBox: https://www.xrmtoolbox.com/plugins/PowerQueryBuilder/
Ulrik's video of the Power Query Builder: https://crmchartguy.com/power-query-builder/
Embed PowerApps in Power Bi: https://powerapps.microsoft.com/en-us/blog/embed-an-app/

Analyzing sales and business process data Jun 07, 2018

Show notes

This episode is brought to you my Maplytics by Inogic.

Gus Gonzalez joins us to talk about D365 Saturday Atlanta. There's still time to register for the free event.

For this episode's main event, Ulrik discusses analyzing business process flow data, such as sales pipeline data.

Time per stage
Sales velocity
Sales trends over time

Ulrik also talks about preview features that allow you to extend the business process flow entity, and how adding additional fields and relationships can help simplify your sales reporting.

Questions from the world tour and CDS for Analytics May 24, 2018

Show notes

This episode of Power BI & More is brought to you by Maplytics by Inogic.

Ulrik is back from the Chart Guy world tour, and in this episode, he answers some questions that were asked by attendees of Dynamics 365 Saturday in Australia. Topics include:

Dynamics 365 security with Power BI
Data Export Service
Dynamics 365 Content Packs for Power BI
Using PowerBI with augmented reality
Reporting on duplicate detection rules with Power BI
Incremental sync with Power BI
Common Data Service for Analytics
Customer Insights

Links in this episode:

Duplicate Detection Rules Chart in Dynamics 365: https://crmchartguy.com/2018/05/20/duplicate-detection-rules-chart-in-dynamics-365/ Guy in a Cube video about CDS for Analytics: https://www.youtube.com/watch?v=1vQ0HLNZ06A

Enhanced D365 hyperlinks and hidden entities May 02, 2018

Show notes

This episode is sponsored by D365UG.

This week Ulrik talks about his upcoming world tour, and what you can hear him present at an upcoming Dynamics 365 Saturday near you.

Topics discussed on this episode:

Enhancing Dynamics 365 links in Power BI to create new records
Running SSRS reports from Power BI Premium
Performance of the Data Export Service
Accessing hidden Dynamics tables with Power BI
Sales Insights
Model Driven Power Apps

GDPR and Q&A Linguistic Schema Apr 17, 2018

Show notes

This episode is brought to you by KingswaySoft.

Ulrik talks about what to consider regarding GDPR and your Power BI dashboards. To help you, Microsoft has recently published a GDPR white paper for Power BI.

We also discuss the Q&A Linguistics Schema and how you can use it to allow users to ask real language questions of data.

Plus, if you missed it, check out Ulrik's chart week posts on CRM tip of the day.

What's new with the Dynamics 365 Data Export Service Apr 04, 2018

Show notes

This episode is brought to you by Maplytics by Inogic.

Last year we had an episode about the Dynamics 365 Data Export Service, and much has changed since then. In this episode, Ulrik Carlsson and guest host Shawn Tabor discuss what you need to know about the DES.

Topics discussed:

What is data export service?
How frequently does the DES update?
Setting up the DES
Azure Key Vault
Using the Powershell cmdlets
DES impact on performance
Cost of DES in Azure consumption
Licensing requirements for DES
Dealing with security
How DES tables are related
Working with DES exported data in Power BI
Options for moving exported data on premises
Data Export Service tradeoffs and limitations
Multiple languages and DES
Direct query vs. import in Power BI

Data security in Power BI Mar 20, 2018

Show notes

In this episode (sponsored by Ingenius), Ulrik talks about strategies for securing Dynamics 365 data in Power BI. How can you mimic CRM security in Power BI, and what is the challenge for shared records? We also come up with a reason that Gus should buy Ulrik a Hololens.

This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts and Spotify.

CRM Power BI Viewer with Trond Aarskog Mar 07, 2018

Show notes

This episode is sponsored by KingswaySoft.

Episode Description

Earlier on the podcast, we discussed how Power BI dashboards and reports could be added to Dynamics 365 personal dashboards. However, until now there has not been any easy way to add Power BI to system dashboards and record forms. Until now.

Trond is a Norway based solution/application architect, and he has solved these limitations with the CRM Power BI Viewer. This solution is solution aware and allows you to add Power BI reports and dashboards to Dynamics 365 Customer Engagement forms and system dashboards.

Links

Trond Aarskog on LinkedIn: https://www.linkedin.com/in/aarskog/
Power BI viewer: http://crm-powerbi-viewer.heiigjen.com/

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