Book Image

Microsoft Dynamics CRM 2016 Customization - Second Edition

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM 2016 Customization - Second Edition

By: Nicolae Tarla

Overview of this book

Microsoft Dynamics CRM is a Microsoft solution to satisfy the various needs of customer relationship management and is already equipped to be flexible to meet the needs of businesses. With Microsoft Dynamics CRM 2016, many new features were added for social, marketing, sales, and integration with other tools. These features add many dimensions to customization. This book will not only showcase how CRM can be customized, but will also be your guide on how the latest advancements in Dynamics CRM 2016 can be used to benefit your business. You will learn how to enhance the functionality of Microsoft Dynamics CRM 2016 and use it to serve different businesses of various scales. You will see how to get ready to customize CRM and then quickly move on to grasp the CRM app structure, which will help you customize Dynamics CRM better. You will find out how to customize CRM for sales, service, marketing, and social. We’ll also show you how CRM 2016 can be seamlessly embedded into various productivity tools, and how to customize CRM for machine learning and contextual guidance. Finally, we’ll also cover the latest advancements in CRM’s mobile capabilities and its complete offline support so you can better customize it.
Table of Contents (13 chapters)
Microsoft Dynamics CRM 2016 Customization Second Edition
Credits
About the Author
About the Reviewer
www.PacktPub.com
Preface
Index

Power BI and Dynamics CRM


Power BI, part of Office 365, is an analytics tool. It allows a user to monitor and discover trends through rich visualization dashboards. These dashboards can be rendered on various devices, making them available to all users across the organization.

We can use Power BI to connect to our Microsoft Dynamics CRM and extract data for analysis.

Starting the application, you are presented with the following screen:

  1. If you disabled the startup page, you can get to the same wizard by going to Get Data on the ribbon:

  2. Select More, and in the window that pops up, find Dynamics CRM Online:

  3. Once you click Connect, you are presented with the URL screen. Here's where it's easy to make a mistake, even though it's stated pretty clearly what URL you have to point to. Make sure it's the complete Organization Service URL, not just the Org URL:

    Note

    Correct URL:

    https://<org>.crm[x].dynamics.com/XRMService/2011/OrganizationData.svc

    Incorrect URL:

    https://<org>.crm[x].dynamics...