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I just had a user asking me today about connecting Power BI Desktop to CRM Online. It’s been a while since I looked at this, so I had to think about it for a moment. So I decided to write it down as a reminder.

Starting the application you are presented with a screen as below.

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

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

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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 clear what URL you have to point to. Make sure it’s the complete Organization Service URL, not just the Org URL.

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

NOT CORRECT: https://<org>.crm[x].dynamics.com/

When using the incorrect URL you are not prompted to provide the credentials later on, and thus can not establish the connection.

Next, for authenticating to CRM Online, select Organizational Account on the next screen

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If you have provided multiple URLs before, including the incorrectly formatted one, select the correct one you want to use.

You will be prompted to sign-in. Do so using a user with permission to access the organization.

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If everything is ok, when clicking on Sign In you will be redirected to the O365 login page:

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Once everything is ok, click Connect and you should be in. Now select your data set and start building the visuals. We’ll be looking at some of the features and options available with Power BI in another post.

Lesson learned: read and follow the instructions carefully. Check the URL you provide. Don’t be “lazy” and expect the app will figure out what you meant (even though it would have been easy to validate the URL and append the Organization Service suffix if missing).

Enjoy!

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So, you’ve upgrade your CRM to 2015, you’re browsing through the new features, and hierarchical visualization peaks your interest. You can finally do so many nice things where you needed Silverlight or custom HTML web resources before. Or can you?

First off, what is hierarchical visualization?

Starting with Dynamics CRM 2015, for records related in a parent-child relationship (1:N), you can now see a graphical representation of these relationships. Starting in a regular grid view, now the related records are presented with a new icon in front of them.

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Clicking on any of those icons will take you to a new view, showing cards for each record, and the relationship structure.

Read the rest of this entry »

My new book is available for pre-order HERE.

A big thank you goes to Packt Publishing, for making this possible. Also, thanking the community and the technical reviewers for the ongoing support and for keeping things interesting.

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Enjoy!

UPDATE Dec. 26, 2014: Book is available to be ordered now.

PACKT: https://www.packtpub.com/application-development/microsoft-dynamics-crm-customization-essentials

Amazon: http://www.amazon.com/Microsoft-Dynamics-CRM-Customization-Essentials/dp/1784397849/ref=sr_1_10

Amazon.ca: http://www.amazon.ca/Microsoft-Dynamics-CRM-Customization-Essentials-ebook/dp/B00RP13CZC/ref=sr_1_1?ie=UTF8&qid=1420464929&sr=8-1

Indigo.ca: http://www.chapters.indigo.ca/books/microsoft-dynamics-crm-customization-essentials/9781784391850-item.html

Barnes & Noble: http://www.barnesandnoble.com/w/microsoft-dynamics-crm-customization-essentials-nicolae-tarla/1120991893

As of today, newly created instances are presenting the 2015 version. Go get yours today!

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As a side note, some delays were experienced this morning during the creation process, with wait times of upwards of an hour. High demand!

Enjoy!

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