Month: April 2017

Connecting Dynamics CRM 2016 On Premise to Power BI for better reporting

As we all know, Power BI is a great tool for generate reports. Best part is, it allows you to consume data from various data sources. Dynamics CRM is one of those many sources. True that CRM already provide reporting capabilities, but with Power BI, you can extend that capability. For instance, you can provide more interactive Dashboards with Power BI. Here, I am going to explain how to establish a connection to your CRM 2016 on premise via Power BI desktop. Let’s follow the steps.

First click on the “Get Data” from the ribbon, and select “Odata feed” from the drop down menu. (more…)

Dynamics CRM – Security Model – Part 01

Introduction

Dynamics CRM security is a critical aspect when it comes to implementing CRM solutions. If the security model is not designed properly, then you might end up in wrong people accessing wrong information and also you could end up putting sensitive information in wrong hands which could have severe consequences. In this article, I will try to give you a detailed picture about how Dynamics CRM Security model works, and how you can leverage some of the out of the box security features to better design the security aspect of your CRM solution.

(more…)