For better performing reports and dashboards, it is very essential that they be built keeping in mind the best practices. Below is a consolidated list of best practices. And as …
Posts Tagged ‘crm and power bi’
Choosing Power BI Connections? Tough Decision!
Power BI is one of the most prolific BI tools in the market that supports more than one type of connection. That is why the decision to choose the right one …
Use Dynamics CRM Multi-level Management Hierarchy For Security In PowerBI
Throughout our CRM and Power BI career, we all would have faced this requirement where we need to secure access to Power BI report data using the Management hierarchy of Dynamics …
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When You Should—and Shouldn’t—Use Parse JSON Step | Power Automate and Dynamics 365 CRM
When you’re working with data, not only do you need it quickly, but you also need it in a readable format, especially when you’re working with your CRM system. JSON …
When You Should—and Shouldn’t—Use Parse JSON Step | Power Automate and Dynamics 365 CRM Read More »
Five Ways to Get Great Reports from Dynamics 365 CE
Dynamics 365 for Customer Engagement (D365 CE) provides many tools to report on your data. Dynamics 365 CE enables your team to easily manage their work from marketing leads to sales …
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How to automate ALL your sales & marketing reports - No more digging through data!
If there’s one thing that’s critical for modern sales and marketing professionals, it’s data. Not just for everyday decision making, but for upper management, as well. After all, it’s not …
How to automate ALL your sales & marketing reports - No more digging through data! Read More »
