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Welcome back to part 2 of my review of tips and gotchas for using Power Query with Dynamics CRM OData feeds. Let’s continue our review and talk about how ugly the option set numeric values are, and how you can improve your query times by tweaking (filtering more specifically) the OData URL used in Power Query.
If you have been following the Excel business intelligence space lately, you are familiar with all of the slick add-ins Microsoft has introduced with Power Query, Power Pivot and Power Map. We work with a lot of Dynamics CRM clients, and I recently set out to use some CRM Online data to create some visualizations and dashboards in Excel. I encountered a few different situations I had to deal with, so in this post I want to walk you through some of the gotchas I found when you use Dynamics CRM data with Power Query.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.