This episode has been brought to you by KingswaySoft. The new Customer Insights with Matt Wittemann. Dynamics 365 and CRM legend Matt Wittemann joins the podcast to discuss the Customer Insights solution that was made generally available recently. Customer Insights have been in preview for a few years. During this time they have been some iteration…

This episode is brought to you by by Maplytics by Inogic. Data Scientist Matt Lamb and Microsoft MVP Ulrik Carlsson discusses how you create product recommendation engines. A separate discipline in data science, combining content filtering and collaborative filtering, to do targeted product recommendations is not only more difficult, but possibly a…

This episode is brought to you by D365UG. Matt Lamb joins Ulrik Carlsson again to talk about the use of data science in Field Service implementations and why Field Service implementations are particularly interesting. The wealth of data can be used for both advanced machine learning scenarios to predict failures, creating advanced DAX formulas in P…

In this episode (brought to you by KingswaySoft), Ulrik Carlsson talks about changes to the experience of embedding Power BI in Dynamcis 365 and what is new in the April 2019 update for Power BI Desktop. Discussed in this episode: Changes to embedded experience Making your embedded reports visually match d365 Licensing implications Security implica…

In this episode (brought to you by mscrm-addons.com), Matt Lamb, Data Science and Commercial Analytics Lead at eLogic, rejoins the podcast to discuss what we need from our Dynamics 365 implementation when stepping into Machine Learning and AI. What do we need from our Dynamics 365 data in terms quantity and completeness to get effective results? Wh…

In this episode (brought to you by D365UG), Ulrik interviews Matt Lamb, Data Science and Commercial Analytics Lead at eLogic Matt Lamb joins the podcast to discuss his work and background as a Data Scientist and shed some light on what a full-time Data Scientist actually does and what skills are required. Find out how a data scientist defines the t…

In this episode (brought to you by D365UG), Joel Lindstrom and Ulrik Carlsson discus what you need to know about Interactive charts and dashboards in Dynamics 365 Unified Interface. Topics discussed in this episode: What can you do with interactive dashboards that you can't do with classic UI dashboards? Drill down filters Dashboard date filters Si…

In this episode (brought to you by D365UG), Ulrik and Joel discuss some questions that Ulrik got from recent presentations at Extreme365. Leveraging Dynamics 365 security in PowerBI FetchXML vs oData for deep queries FetchXMLData limits Option sets and the value of the CDS connector Reporting on Dynamics 365 user adoption Got feedback or suggestion…

The Captain is back in this episode (brought to you by D365UG). Scott Sewell returns to share his excitement about a new feature of Power BI called dataflows, which allows you ingest, transform, integrate, and enrich data into PowerBI using a Common Data Model compliant data lake. Scott and Ulrik discuss: What are dataflows How can they improve you…

This episode is brought to you by D365UG. Today Ulrik and Joel discuss what's new in the August 2018 Update for Power BI Desktop. Topics discussed: Export to PDF Charticulator Color themes and conditional formatting New workspaces Composite models--combining direct query and imported data N:N relationships Links: Power BI Desktop August 2018 Featur…

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 Pow…

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 dashbo…

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 vi…

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 a…

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 Usin…

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 …

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…

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? Set…

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 Aud…

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 …

This episode is sponsored by KingswaySoft. This week is a "more" week, as we talk about Dynamics 365 charts--when you should use them, the easiest way to edit them, and what you need to know about UCI charts. Topics discussed in this episode: Benefits of using D365 charts When to use D365 charts instead of Power BI XrmToolBox Advanced Chart Editor …

This episode is sponsored by Maplytics™ by Inogic. In this episode, Ulrik talks about the many ways to get Dynamics 365 data into Power BI: Direct connection Odata connection (old and new) Json FetchXML We also talk about ways to get option set labels into Power BI. Links: FetchXML Builder: http://fxb.xrmtoolbox.com/ CRM Viking's blog: http://www.c…

In this episode (sponsored by CRMUG), we announce the new host for the podcast, Ulrik Carlsson. Ulrik is well known as the CRM chart guy, and he is looking forward to sharing his knowledge about analytics, Power Bi, and Dynamics 365 charts with podcast listeners. Topics discussed in this episode: What's next for Scott Sewell Customer Insights and h…