If you just try to use the API provided by Dynamics and connect it to Power BI, You are going to have a bad time.

Dynamics does not have a link between Data and display name in the API. So, any report you create as a result will have the Option set value which will be a number like 92814000 which does you no good when trying to create a report and you need to look up what 92814000 actually is.

I have the solution for you!

If you don't already have XRM Toolbox, get it. What have you been doing this whole time without it?

https://www.xrmtoolbox.com/

Open XRM and connect to your desired environment

Now install the plugin called Power Query (M) Builder

Then go watch the video on how to use it here https://crmchartguy.com/power-query-builder/

The tool will create the XML cod you need to import into Power BI and you can now run reports with the right labels.

I hope this helps everyone!

It took us a while to figure out a solution that would work, and apparently everyone else had the solution to create new queries for each picklist which is ridiculous.

I would be happy to elaborate if anyone has any questions on why we are doing this and what it actually means.

I am hoping you fine folks can help. I was recently thrown into a role to become the SME for Microsoft Dynamics CRM for my company after IT support was transitioned. Are there any recommended books I should be picking up to help fast track my knowledge?

There is talk about "sending me for training" but from past experiences I really doubt this is going to occur.

Is it possible to make an entire entity read-only to just the Business Unit (as opposed to having to make a separate role)? Can you modify the permissions of a business unit?

Long story short, I just got thrown to the wolves and tasked with setting up a fresh instance for our team. Straight Case management. I am familiar with BMC Remedy and Salesforce.

Most of the resources seem to be geared towards 365. What are the best resources for the legacy on-premises products? Is there much overlap with 365?

Has anyone seen a situation where 2 separate Dynamics for Sales or Dynamics CRM instances connect to one Finance and Operations instance? The Scenario is 2 legal entities under the same overall corporate structure. They share customers but have very different Sales and Business models. Each Business unit wants their own isolated CRM system. Thanks!

It just seems as if this hurts their own customers and the businesses who built on top of dynamics who also assist in the selling of MS licenses. Any insight would be appreciated.

I have been in the dynamics CRM industry for about 8 years now. Ever since CRM 2013, I feel that the quality and pricing of the product has been going down to the point of no return. The barebones CRM license is never enough to fit a standard operating business of any scale. Most customers are spending 2.5x the licensing costs in order to get what they initially wanted by purchasing third party add-ons. As a dynamics partner, I am worried about the direction Microsoft has taken, at least in the CRM world. Does anyone else feel this way?

Can anyone tell me how to get Outlook to stop putting in the token tracking in email subject lines in Dynamics 2016? (CRM:xxxxxxx) I can find plenty of info for previous version but nothing for 2016.

I may not even be in the right place, I am asking questions about Microsoft Dynamics GP 2018, know we are not using 365, but I don't know what NAV is, and we don't use the CRM aspect of it, just payroll, accounts payable, and general ledger. So I am a sys admin at a small company that is currently using dynamics 2015 on a server 2008 box. Well 2008 is unsupported and 2015 is going unsupported in mid march. So we get a hold of our vendor, and get an onsite version of Microsoft Dynamics GP 2018, and a SQL Server 2019 license. Got the SQL server set up, but damned if I am having the hardest time trying to get anything with Dynamics to work. So i just started with the Setup.exe ran through those installs, except when I got to web services runtime it was giving me an error with must install service pack 0 to get it to at least 18.0.0. I couldn't find that anywhere, thought to try and update from within dynamics, however it said I needed to run utilities first, which said tables were locked and couldn't be updated, since I "restored" databases backups to the new SQL instance during a time when the backup had someone in the tables. figured that out and got it to update, so now when I get to runtime it says that it cant connect to the SQl server , verify that the information is correct and that the services are running. they all are. and I cant figure out how to get the web client part of this working because my boss wants it to be installed on a server and them to access it through the internet. Another thing is, how do I verify that the company data is actually in gp, I login to the dynamics instance with our sa SQL account, and it looks empty. but then again I have no understanding of this software. Is there a suggested order of install list or was running down the list top to bottom fine? Anything helps, in the meantime I am going to scour the documentation for anything that will help.

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If I have a field that I want to be read-only to everyone in our organization, but give edit rights to a select few...is there an easier way to accomplish this other than creating two separate Field Security Profiles (one for read and one for edit)?

Hi all, i read a post on here about Microsoft CRM dying.
What's the situation with MS CRM right now?

Yay I just passed the MB2-716 exam.

For those planning to soon sit the exam, I've prepared a short study guide that will help you.

https://www.shanebart.com/mb2-716-dynamics-exam/

Best of luck!

Hi

I am looking to create a workflow that will automatically send each opportunity owner an email when their opportunities est. close date is 14 days away. I have tried creating a workflow but I have had no luck receiving the email. My workflow was setup as:

https://imgur.com/a/6VbuOnl

I have marked 'start when record fields change' and selected est. close date as the field but I don't think this is correct. The workflow should trigger without any user interaction. Meaning if the opportunity hasn't been modified in weeks, I'd like the workflow to still send the reminder email when the est. close date is 14 days away.

When the users receive the email reminder, they will probably adjust the opportunity est. close date accordingly. If the est. close date is moved back 1 day, I would like the same email to be sent the following day as it is still 14 days before the est. close date.

lately at my work, crm has been messing up and we can't recreate the bug. So when someone schedules an appointment and they hit complete it still shows up as scheduled when it should be complete. My coworker is pretty sure it has something to do with the due date, we have code set in place so even if the user messes up and puts the due date before the start time it just sets the two as equal to each other. Any ideas?

Hi all,

My power BI relationship screen hangs when trying to link activitypointerbase to activitypartybase on activityid.

Am I doing this wrong?

I’m not a CRM consultant (NAV and power BI).

I have been experiencing issues with Microsoft Dynamics on Windows 10 Machines specifically with Outlook. The CRM add in causes Outlook to crash and hang after installing the Fall Creators Update 1709. Has anyone else found themselves in this same situation? Have you been able to find a solution or workaround?

Things that I have tried. Using the CRM Diagnostic Tool for trace for issues. Reinstall, Delete Registry Values.

Any thoughts are appreciated!

We are looking to use Dynamics 365 and I need to get certified or trained to be able to start building. I need developer training and Dynamics 365 certs. Any information or idea would be appreciated.

Ok... so I have a question, and I am hoping someone here can help. It's apparently so basic that everyone else knows how to do this, but despite pouring through dozens of YouTube pages and websites, I simply cannot figure this out.

So....here it is: Let's say we need to add three custom fields (Facebook, Twitter, LinkedIn) to the Lead Entity, so that these fields can be edited on the Lead Form.

• When the Lead converts to an Opportunity, now the company info shifts to the "Opportunity" entity.

• We want the 3 custom fields (from the Lead entity) to be visible ** - and editable - ** on the Opportunity Form. How the heck do you do that?

We figured out how to use QuickView to make the fields visible, but that doesn't really help. And bouncing around all these pages to do simple data entry and updates is a beating.

Thanks in advance for any help!

I am a software developer with 10+ years experience in Microsoft Dynamics CRM. Some of the projects I have worked on include:

• integration with other systems (examples include integration with the Wufoo forms engine)

• increase productivity and automation (examples include record cloning, auto numbering)

• increase data visibility and analytics (examples include 360 view of a customer, Outlook like activity views, Google Maps)

• verticals (HR, asset management)

For the past 2 years I have worked freelance. Currently, trying to add to my experience and portfolio and perhaps start a small side business selling Microsoft Dynamics CRM extensions.

I am looking for new ideas from people about the extensions that could enrich the Microsoft Dynamics CRM ecosystem, improve existing or add new functionalities. It has to be something unique or have a unique spin. Is there a feature that you miss in Microsoft Dynamics CRM? Is there anything that would improve your productivity and experience?

While I will get experience and potentially a product to sell, I would like to offer you a copy of the product and support for free.

Please post your ideas or PM me directly if interested.

We have been updating our Sandbox environment on a fairly regular basis to enable more realistic process testing. To do this we are replicating our production environment but as you would imagine with this comes a complete replica of production data.

What are some of the recommendations this group has to manage the size of the Sandbox?

So far we a few bulk delete jobs we run to truncate a few ClickDimension files that we wouldn't use for testing and we clear the AsyncOperationsBase and WorkflowLogBase when we create the environment--which saves a lot of space and ensure logs are from tests we run over this environment.

We haven't yet started clearing our files or logs but will be tackling this next.

Most testing we would do in the Sandbox would be related to contacts and cases so we would tend to leave those intact for now.

We have been running a program do an initial insert into the contact table from another data sources. We are using the API since we will have a long term interface but the initial load is just shy of 200k contacts. We noticed we are getting about under 10k contacts per hour created.

Based on my research I don't think we are anywhere near the throttling limits so I'm wondering if there are any suggestions on how we may speed the process up.

We noticed similar slow loads when we did some prior data loads using the in-app import process.

Hello

I have a problem with a form (quick form). There is this label that is a lookup field called "Account". Except that when I start typing in it I also have the contacts showing. I'd like to restrict the search to "Accounts" only.

I could create a new label but it's going to mess up with all the other forms we have.

Here is how it looks like when I enter the label properties :

Everything is grayed out. I don't know if I should edit this part of I'm looking in the wrong place.

Can someone help me with this?

Thanks !

EDIT 1 :

I tried this method I found online. I added the JS library to the form and to the OnLoad event I tried adding the defaultcustomer method but an error window pops up saying that there is no defaultcustomer.

function defaultcustomer(){
var customerID = Xrm.Page.getControl("parentcustomerid");customerID.addPreSearch(addFilter);
}

`function addFilter()`  
`{`  
	`var customerAccountFilter = "<filter type="and"><condition  attribute="contactid" operator="null"/></filter>";`  
	`Xrm.Page.getControl("parentcustomerid").addCustomFilter(customerAccountFilter, "contact");`  
`}`