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Viewing Executed SQL or FetchXml in Microsoft CRM Reports

One important thing about any CRM system is being able to get data out of the system; in other words: reports. Reports aren't sexy for developers, but they're important for end users.

Sometimes as you're debugging a report, you want to see exactly what was executed by the reporting engine to retrieve the data because something isn't exactly what you expect. You're not sure what parameters are being sent, or maybe you just want to get the full query with real parameters.

Embedding PowerBI Report into CRM Form

With the last spring wave update, Microsoft gave us the ability to embed PowerBI visualizations into CRM dashboards. If we want to display a report on a CRM form, we don’t have a native support to do that just yet.

However there are multiple approaches that allows us to embed a PowerBI report via an iFrame. In this blog post, I’m going to elaborate on the easiest approach and discuss its pros and cons.

Microsoft Dynamics CRM Online 2016 Update 1 New Features- Portals: Theming and Liquid Templating

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Posted in

Customer Relationship Management

This portal theming and liquid templating module will cover the following topics as they pertain to Dynamics CRM portals:

  • A summary of Bootstrap and what it means for portals to be built on the world’s most popular framework
  • How to edit Bootstrap variables and use CSS classes effectively
  • How to use Bootstrap components to display icons, create a carousel, & more
  • How to render and filter CRM content using Liquid templating and markup

Subtleties of the Microsoft Dynamics CRM 2016 Upgrade

Here are 2 observations from our Microsoft Dynamics CRM 2016 upgrade experience (from Online 2015 to Online 2016) that might be helpful to you:

Duplicate detection rules got published – In our initial CRM installation, we had unpublished all existing duplicate detection rules, being not yet ready to employ them.  The upgrade process published the duplicate detection rules, so we needed a post-deployment step to unpublish them again.

CRM 2016 Quick Create Forms: How to Re-enable the Save Button

During the Quick Create Form’s save event, let’s say you have some JavaScript validation code and you want to use the fully-supported “preventDefault” to cancel the save if validation fails. In CRM 2016, you’ll notice that the Save button remains disabled, leaving the user no choice but to close the form and start over again. This bug means that you have to either set up the Quick Create in such a way that validation is not necessary or you’ll need to handle all validation during the “On Change” events, rather than “On Save.”

Project service automation for Microsoft Dynamics CRM

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Posted in

Microsoft Dynamics CRM

The project service automation capabilities for Microsoft Dynamics CRM empower organizations to bring people, process and technology together to deliver on-time, on-budget professional engagements.

Microsoft to acquire LinkedIn

Posted in

Platform & Cloud Solutions

REDMOND, Wash., and MOUNTAIN VIEW, Calif. — June 13, 2016 — Microsoft Corp. (Nasdaq: MSFT) and LinkedIn Corporation (NYSE: LNKD) on Monday announced they have entered into a definitive agreement under which Microsoft will acquire LinkedIn for $196 per share in an all-cash transaction valued at $26.2 billion, inclusive of LinkedIn’s net cash. LinkedIn will retain its distinct brand, culture and independence. Jeff Weiner will remain CEO of LinkedIn, reporting to Satya Nadella, CEO of Microsoft.

SAP and Microsoft usher in new era of partnership to accelerate digital transformation in the cloud

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Platform & Cloud Solutions

ORLANDO, Fla. — May 17, 2016 — SAP SE (NYSE: SAP) and Microsoft Corp. (Nasdaq: “MSFT”) today announced joint plans to deliver broad support for the SAP HANA® platform deployed on Microsoft Azure, simplify work through new integrations between Microsoft Office 365 and cloud solutions from SAP, and provide enhanced management and security for custom SAP Fiori® apps. This announcement was made at the 28th annual SAPPHIRE® NOW conference.

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