July 2016 Newsletter

8 Ways Power BI Can Boost Your Reporting and Dashboard Capabilities

What’s all the buzz about Power BI? The ways it can help you improve your reporting and dashboard capabilities are pretty exciting. Among many other features, PowerBI allows you to use an Excel PivotTable as a Power BI dataset and query it like any other data source and use the Excel connector to easily “pin” live-updating data from the Excel desktop app to a PowerBI dashboard. See what else Power BI has to offer your organization.


Microsoft Dynamics CRM 2016 Document Templates: One Click to Better Documents

Excel-and-Word-Template-WebinarConsistent, well-formatted documents shouldn’t be as difficult and time consuming as it always tends to be. It doesn’t have to be hard–with Document Generation capabilities in Excel and Word Templates, now available in in Microsoft Dynamics CRM 2016. No more manual extraction of CRM data for documents, one-click generation of documents from CRM…the list goes on! Take a moment to get to know this powerful new feature–it will save you time and help you create beautiful, professional-looking documents every time.


For More Information...

Want to learn more about Power BI and other new features in Microsoft Dynamics CRM 2016? We recommend reading the following:

Welcome to Jamaica...

Jamaica Bearings Group, that is. This international distributor of bearings, seals and rings, power transmission products, and specialty fasteners serves organizations in multiple markets worldwide, including commercial, military/government, semiconductor, and aerospace. AKA Green Beacon has been selected to implement Microsoft Dynamics CRM 2016 Onlilne for this multinational industry leader.

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Did You Know...

…you can turbocharge your CRM-to-Power BI connection? Along with the release Microsoft Dynamics CRM 2015 Update 1 for CRM Online, Microsoft also introduced the Instance Web API, which makes integration, connecting to, and the ability to create applications for Dynamics CRM much easier.

This Instance Web API will replace the existing Organization Service (SOAP) and Organization Data Service (ODATAv2) end points over time. We highly recommend developers and report writers start using the CRM 2016 Instance Web API for integration and development sooner rather than later.

For the techies at heart, the new API is oData v4 based and provides the tremendous advantage over the previous SOAP/OrganizationData service. For connecting to CRM now and into the future, use the new https://<orgname>.api.crm.dynamics.com/api/data/v8.0/ instead of the older URL extensions that have been with us (https://<orgname>.crm.dynamics.com/XRMServices/2011/Organization.svc)

One of many advantages to using this new API is that Power BI and other applications are able to read data from CRM 4-10x faster! Now, keep in mind, in order to use this approach with Power BI, you must have CRM 2016 Online. Previous versions of CRM will not work with this, yet. Look for on-premises versions to be supported in the Fall 2016 release when on-premises releases ”catch-up” with CRM Online.

To finish connecting and building your first Turbocharged Power BI CRM dashboard, read How to Connect Power BI to Microsoft Dynamics CRM Online.

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