Dynamic CRM – User Profile Migration

Check out the new XrmToolBox tool – User Profile Migration

Rahul Tiwary CRM Blogs

Recently, I have been working on a project which has lot of users belongs to different BU’s having different roles and they are part of multiple Teams. Now, once we are done with UAT it was time to go and configure PROD. The timeline to go live was very strict and we have more than 1000+ users which must be configured with their respective BU’s, roles and Teams as per UAT. Cloning was not an option for us. So, we decided to come up with a tool which will download all enabled Users with their Business Unit, Roles assigned to them and Teams they belong to in an xml format from UAT. And once all the deployment steps are completed, we just uploaded the downloaded xml with the tool that we built which will find the users in target system and assign security role and Teams as per the xml.

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Dynamics 365 CRM Online – Power BI Reporting using Data Export Service

Business Intelligence

Power BI is one of the top reporting tool that allows almost anything as its data source. Here we will cover how can we bring CRM Online data to Power BI for reporting.

There are two ways of doing it

  1. Odata Connection
  2. Data Export Service

In this blog I will cover on how you can use Microsoft’s Data Export service to use CRM Online’s data for Power BI reporting.

Prerequisites 

  • Azure Subscription
  • Microsoft CRM Online 2016 or later version

Steps

DES Getitnow 1

    • Click GET IT NOW
    • Agree to terms and conditions & click Continue

DES Getitnow 2

  • Connect to your D365 CRM online instance from the drop down and click Agree.

DES Org. Select 3

  • Under Manage your…

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