Getting Dynamics 365 data into Power BI

Power BI & More

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הוסף לפני six שנים

תוכן מסופק על ידי Ulrik B. Carlsson and Ulrik Carlsson. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Ulrik B. Carlsson and Ulrik Carlsson או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

No Limit Leadership

1
81: From Nothing to a Billion: The Leadership Playbook They Don’t Teach You w/ Harry L Allen 36:51

לפני 15 ימים36:51

הפעל מאוחר יותר

רשימות

לייק

אהבתי

36:51

Traditional banks often lack personalized service, and local businesses struggle to find true partnership in financial institutions. Meanwhile, higher education faces scrutiny over relevance and ROI in a world where information is nearly free. Harry Allen helped launch Studio Bank to blend technology with high-touch service, fueled by community investment. At Belmont, he's applying the same entrepreneurial mindset to modernize university operations and embed practical learning experiences, like a one-of-a-kind partnership with Dolly Parton, into academia. In this episode, Harry L. Allen, co-founder of Studio Bank and now CFO at Belmont University, unpacks the bold vision behind launching a community-first bank in a city dominated by financial giants. He shares the leadership lessons that shaped his journey, how to lead through crisis, and why mentorship is the key to filling today's leadership vacuum. Key Takeaways Leveraging both financial and social capital creates a unique, community-first banking model. High-tech doesn't mean low-touch, Studio Bank fused innovation with personal relationships. Leadership means showing up, especially during crisis. Universities must shift from being information hubs to delivering real-world experience. Succession and mentorship are vital to cultivating the next generation of leaders. Chapters 00:00 Introduction to Harry L. Allen 01:49 The Birth of Studio Bank 04:29 Leveraging Technology in Community Banking 07:25 The Courage to Start a New Venture 10:37 Leadership Challenges in High Growth 13:02 Leading Through Crisis: The COVID Experience 17:55 Transitioning from Banking to Education 21:16 The Role of Leadership in Higher Education 25:16 Adapting to Challenges in Higher Education 30:04 The Leadership Vacuum in Society 33:17 Advice for Emerging Leaders 35:21 The American Dream and Community Impact No Limit Leadership is the go-to podcast for growth-minded executives, middle managers, and team leaders who want more than surface-level leadership advice. Hosted by executive coach and former Special Forces commander Sean Patton, this show dives deep into modern leadership, self-leadership, and the real-world strategies that build high-performing teams. Whether you're focused on leadership development, building a coaching culture, improving leadership communication, or strengthening team accountability, each episode equips you with actionable insights to unlock leadership potential across your organization. From designing onboarding systems that retain talent to asking better questions that drive clarity and impact, No Limit Leadership helps you lead yourself first so you can lead others better. If you're ready to create a culture of ownership, resilience, and results, this leadership podcast is for you.…

לפני 7 שנים 20:00

MP3•בית הפרקים

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.crmviking.com/2018/01/how-to-retrieve-odata-v4-fast-in-power.html

23 פרקים

#Tech #Ulrik Carlsson #Podcasting Education #Ulrik B. Carlsson #Power BI

Getting Dynamics 365 data into Power BI

Power BI & More

28 subscribers

published לפני 7 שנים

שתפו

MP3•בית הפרקים

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.crmviking.com/2018/01/how-to-retrieve-odata-v4-fast-in-power.html

23 פרקים

#Tech #Ulrik Carlsson #Podcasting Education #Ulrik B. Carlsson #Power BI

כל הפרקים

1
Customer Insights with Matt Wittemann 41:42

לפני 6 years41:42

41:42

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 iterations of the solution, features have come and gone, and has now landed on a solution tailored to analyzing customer profiles and people using varying data sources. Listen in as we go through the feature set, to get clarity on who this product is for, and why it’s great solution for those companies. You can read more about Customer Insights on Matt Wittemann’s blog here https://mattwittemann.com/ And the documentation from Microsoft. https://dynamics.microsoft.com/en-us/ai/customer-insights/ Don’t forget to follow Matt on Twitter @MattNC…

1
Matt and Ulrik make unsupervised product recommendation engines 51:28

לפני 6 years51:28

51:28

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 also one of the most lucrative. Episode also includes in discussions on: Combining advanced customer profiling with transactional data. Matt talks to his new product PinPoint, a product recommendation engine for the Aftermarket How Content Filtering and Collaborative Filtering combined can make for advanced product recommendations Why Ulrik doesn't like continued recommendations from Amazon to buy smoke detectors when they perfectly well know he already has two (and how to tune your algorithm to avoid annoying your customer). Possible data science urban legend on Target identifying teenage pregnancies before concerned parents of pregnant teen knows about it. Will Matt this time give a concrete answer to the question on how many records are needed to get good results from these algorithms? Links: PinPoint for Aftermarket…

1
Predictions and Analytics on Field Service 35:42

לפני 6 years35:42

35:42

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 Power BI to optimize Work Order scheduling, and why you might want to create your own ranking of Work Order as opposed to what is delivered out-of-the-box. Topics discussed: What’s special about Field Service? Telemetry and IoT data Vibrations as a predictor Regression algorithms and Binary Classifications Service Level Agreements The Weighted Average Optimization Equation…

1
Embedded experience and Power BI April 2019 Update 31:41

לפני 6 years31:41

31:41

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 implications Embedded reports and change management April updates for Power BI Desktop Updates to PowerApps visuals Automatically refreshing the data set Key influencer visuals Data Flows are leaving preview Pervasive artificial intelligence Got any questions for the chart guy? Send them to voice@crm.audio .…

1
Power BI & More: Is your Power Platform data ready for Data Science/Machine Learning? 32:51

לפני 6 years32:51

32:51

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? What are the ways to deal with incomplete and what consequences does it have on your Machine Learning results when you make even simple updates to your business processes. In order to create a record set to use as a base for Machine Learning, you may not need as many records as you think, but need to strike the right balance of quantity and quality. In this episode we discuss: o How many records are really needed for effective machine learning? o What structure and maturity level of data is needed? o Supervised vs. Unsupervised Learning o How many people does Matt’s dog need to meet? o What happens with your algorithms when you make changes to your business process? o Tips to make your data scientist happy Got questions or suggestions for future episode? Email voice@crm.audio . This episode is a production of Dynamic Podcasts LLC.…

1
Data Science with Matt Lamb 35:14

לפני 6 years35:14

35:14

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 term AI and how that relates to the various disciplines of machine learning, deep learning, and statistics. Also, what can data science add to your solutions now that Microsoft is adding out-of-the-box AI features to Dynamics 365. Data Scientist background and training What is AI vs Machine Learning, Neural Networks, and Statistics The three work areas of the data scientist AI in Dynamics 365 vs a Data Scientist. Got feedback or suggestions for a future episode? Email voice@crm.audio Links Matt Lamb blog posts: https://elogic.com/Blog/PID/473/authorid/31/AuthorName/Matt-Lamb…

1
Dynamics 365 interactive charts and dashboards 31:41

לפני 7 years31:41

31:41

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 Single vs. multiple streams Entity level dashboards Number of widgets on a dashboard Specifying color of option set values in charts Advanced chart editing limitations Got feedback or suggestions for a future episode? Email voice@crm.audio…

1
Security and User Adoption Reporting 25:38

לפני 7 years25:38

25:38

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 suggestions for a future episode? Email voice@crm.audio .…

1
Introducing Dataflows with Scott Sewell 37:38

לפני 7 years37:38

37:38

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 your performance for large datasets? Working with dataflow data lake What does this mean for the Dynamics export service? We also look ahead to next week's D365UG and PBIUG Summit in Phoenix, AZ and where you can catch us presenting. This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts and Spotify .…

1
What's new in the August 2018 update 36:23

לפני 7 years36:23

36:23

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 Feature Summary Charticulator.com Aggregate total on top of stacked column charts in Dynamics 365…

1
Power BI Oct '18 Release Notes 49:01

לפני 7 years49:01

49:01

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 PowerApps integration with Power BI CDS connector for Power BI--get your labels Enhancements to links in Power BI dashboards Power BI in Dynamics 365 portals What are data flows PowerQuery in CDM Intellisense in PowerQuery What happened to CDS-A What happened to Customer Insights Predictive lead scoring…

1
Update your oData connection 22:02

לפני 7 years22:02

22:02

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 dashboards to use the v9 oData endpoint. Ulrik also discusses some recent updates to his Power Query Builder for XrmToolBox. This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts and Spotify .…

1
PowerApps in Power BI 21:56

לפני 7 years21:56

21:56

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 video of the Power Query Builder: https://crmchartguy.com/power-query-builder/ Embed PowerApps in Power Bi: https://powerapps.microsoft.com/en-us/blog/embed-an-app/…

לפני 7 years35:07

35:07

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 how it relates to Power BI The future of Power BI and Power Apps Interactive dashboards in Dynamics 365 v9…

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