For the first time in Canada, Dynamics 365 Saturday will take place on May 05, 2018 at the Microsoft Meadowvale office.

As the event line-up is taking shape, it’s looking like a great set of presenters, covering a Functional Track, a Technical Track as well as an Ecosystem track with a focus on related technologies like CDS, PowerApps, Power BI.

Spots are filling up quickly, and the seats are limited. Register to reserve your seat HERE.

Note that this is a FREE event, everyone is welcome to attend.

See you all there!

I am presenting a session at the Power BI User Group in Toronto on leveraging Power BI in the context of Dynamics 365 Customer Engagement.

The sign-up page is available at:

https://www.meetup.com/Toronto-Power-BI-Meetup/events/248779906/

The session takes place on Wednesday, March 28th. There’s still time to register.

Join us for a night of fun and learning!

All robust platform can have a daunting data structure. With some, and in certain situations, you might not directly care about the intricacies. But if you are looking to create reports and visualization, identifying the complexities around data structure becomes quite important.

When working in Power BI, and connecting to Dynamics 365 Customer Engagement, the first step is to identify the entities and relationships that will help you to create relevant dashboards.

You could just ask a Dynamics developer to walk you through it, but that’s not always an option.

Back with older versions of Dynamics CRM, the SDK used to include these complex and large ERD diagrams. They were hard to read, and too stuffed of information. I remember spending time cleaning them up and removing non-relevant entities and relationship so I can present a small portion in documentation.

But fast forward to today. As a Power BI resource that is just starting to look at leveraging data from Dynamics 365, you can start first by looking at the entities. You can find a listing of the entities in the SDK (available for 8.2 at this time).
Read the rest of this entry »

With the GDPR deadline coming on May 25th, 2018 it is important to understand that not only organization from EU need to pay attention, but rather all organizations having any kind of business with EU.

For generic GDPR details see the GDPR Portal at https://www.eugdpr.org/

Microsoft has been doing quite a bit of work to help organization with compliance. Here’s a good overview video on Microsoft’s commitment to GDPR.

Furthermore, the Trust Center has some good information also:

https://www.microsoft.com/en-us/TrustCenter/CloudServices/dynamics365/GDPR

https://www.microsoft.com/en-us/TrustCenter/Privacy/gdpr/default.aspx

And most recently, the Microsoft 365 team has posted an information protection strategy to help with GDPR here:

https://blogs.office.com/en-us/2018/02/22/microsoft-365-provides-an-information-protection-strategy-to-help-with-the-gdpr/

While you’re at it, grab the whitepaper also:

https://info.microsoft.com/ww-landing-GDPR-M365-Whitepaper-WhitePaper.html

GDPR is as much about technology as it is about human processes.

Is GDPR affecting your business? Are you prepared? Need help?

UPDATE: The issue has been resolved. If you still encounter issues, open a support ticket.  

Message:
OData: The feed’s metadata document appears to be invalid. Table: Subject.

 

If you’ve been working with Power BI and pulling data from Dynamics 365, you might have encountered an issue with the OData connection. This applies when connecting to Dynamics 365 either using Power BI, Excel, or even when using the Power BI content packs for Sales Analytics and Customer Service Analytics. You will either get the following error when using Power BI or Excel:

image

Or you will see in your logs on Power BI:

image

This is a relatively recent occurrence (first I’ve encountered it was on Feb. 07, 2018), and it does not affect all environments. It’s been identified as a known issue and logged on the Power BI support site at

https://powerbi.microsoft.com/en-us/support/

image

Waiting for the next update on a resolution.

One common question when embracing Cloud is the ability to have a hybrid scenario. And with Dynamics 365, the question translates into “Is there a hybrid deployment model?”

The short and dry answer is NO. But, there are some aspects to consider that can make it an overall hybrid solution.

Let’s first look at the supported deployment models for Customer Engagement. Read the rest of this entry »

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