Archives / 2017 / July
  • Microsoft Dynamics 365 Report Wizard

    These reports are comparatively less complex reports and can be created by using the Report Wizard within the Dynamics 365 (CRM) web application. This functionality enables the business analysts and business users to create reports quickly without a developer’s help. The wizard c

    an summaries and display data from two types of records at once.

    · The Microsoft Dynamics 365 report wizard is a tool that helps users quickly and easily create reports with charts, tables, Share with the entire organization

    · A core function of Microsoft Dynamics 365 is the ability to analyze your data to gain meaningful insights.

    With the Dynamics 365 report wizard, you can do following

    · The report can have tables and charts with a clickable reference to the specific CRM record.

    · Report data can be grouped by any field and summarized by aggregations such as sum, average, minimum, maximum, and percentages.

    · Report Wizard allows users to configure filtering criteria using logical operators such as “AND” and “OR”.

    · Report Wizard also allows users to configure filtering criteria using:

    o Data comparison operators such as “Equal”, “Does not Equal”, “Is Greater Than”, “Is Less Than”, “Contains Data” and “Does Not Contain Data”.

    o Date comparison operators such as “On”, “On or Before”, “On or After”, “Next X Days”, “Last X Days”, “Today”, and so on.

    · Advanced users, such as business analysts, can write comparatively complex reports utilizing logical operators, comparison operators, and grouping options.

    · Report creation is controlled by Dynamics CRM’s Security Model. The users with appropriate privileges will only be able to create custom reports either using Report wizard or SSRS reports.

    · Report Wizard has some limitations and is designed to enable users to create comparatively less complex reports.

    Steps to Create a Report with the Report Wizard

    A common report that users may want is one that displays the top ten accounts in the pipeline based on size of estimated revenue for open opportunities. In this example, you’ll use the Report Wizard to build this report. Note that not all users may necessarily have permission to create this report.

    1. Reports can be accessed from any of the main functional areas of Dynamics 365 (Sales Service, Marketing) under the Tools group.


    2. Select New on the command bar.


    3. Click on the “Report Wizard” button to create the new report via the Report Wizard


    4. Select “Start a new report” and click “Next


    5. Now you’ll see a Report Properties screen. Enter a name for your report “Contact Records Count” and the appropriate entities you want to report on. Select Next when you are done choosing your values.


    6. Clear all the initial report’s filtering criteria.  I like to start with no filtering, but this is just my preference.

    Note: you can dynamically apply filtering criteria at the time of report running.


    7. Select Click here to add a grouping. This allows you to choose how you want your data grouped.


    8. Select the “Total Count” field for the initial grouping. 

    Note: Be sure to select “Count” for “Summary type” and select OK.


    9. Select Click here to add a column.  Here we are mainly interested in the total record count, only one display column is needed



    10. Repeat this step for additional columns until you have all the data you want in the report. In the Lay out Fields screen, click Next.


    11.  Select “Table only” and click “Next”


    12.  By default, this report will be accessible in all the related Contact areas. Save the Report.

    13. The “Contact Records Count” report is now available in any Contact’s view or Contact’s record form to show you the total records count.

    14. The “Not Specified (Count: #)” displays the total count.  You can click on the “Edit Filter” to dynamically apply filtering criteria – just like an “Advanced Find” query with total record count. 


    Limitations of Wizard Report.


    Feature List

    Report Wizard


    Custom SSRS

    Report -BIDS






    Adding extra Rows




    Expressions Based Values




    Design,Font,Color Change



    No option available while

    Creating report through Wizard.

    Is possible after exporting and changing the report.

    Context Specific

    Yes(By Default)



    Group Summary

    Yes(with limited




    Percentage of total,Sum are the Summary types that can be used in report wizard for a field.

    Lookup Functionality








    Use of Sub Reports





    Yes(Limited  Type)


    Only vertical bar chart,line chart,Pie chart are supported in report wizard.

    Tools like line,List,image,sub






    Custom Code




    Functions Available in Expressions




    Hide Show based On expressions




    Report filters







    There is no way to add new parameter to the report through Report wizard.





    Page Footer




    Accessing Current Date Time




    Entities could be  involved in

    Generating a report

    One primary entity and it’s first level related entity

    No such



  • Plugin Debugging in Dynamics 365

    Creating a sample plugin for example “on updating of account name email address should update”


    While updating account record, if you get any error dialog from the plugin we need to check where we have issue in the code but it will be very difficult if the logic in the plugin is complex. So in quick way to find the issue we can debug the plugin in few steps.


    To debug the plugin follow the below steps:

    Go to Plugin Registration tool kit click on the install Profiler as shown below screenshot.


    Then select the step and click on start profiling as shown below



    Click on ok.

    Execute your plugin event here on update the account. You will get this error dialog as shown in below screenshot.


    Download the error Log file.

    Go to Visual Studio –> Add Debugger in the code then à click on debug –> click on Attach to Process.


    In the Attach to Process dialog select the Plugin Registration Tool and click on Attach.


    Finally navigate to plugin registration tool, click on Debug and select location of the error file in the profiler and your plugin assembly dll in the Assembly Location.




    Then click on the Start Execution.


    As soon as we will click on Start Execution button, it should take us to breakpoint in visual studio like following:


    Hope this blog helpful to debug the Plugin in Dynamics 365

  • Show/Hide entities in the To and Regarding fields Filtering in MSCRM

    Below are the steps to show/hide the entities in the Regarding Field.

    1. When we open the email form we can see “TO” lookup field has a list of many entities as shown below screenshot.


    2. In Order to filter in “To” lookup field to display only account and user entities follow the below code to get the result as shown below screen shot.


    function ToLookupFilter() {
         if (Xrm != undefined && Xrm != null && Xrm.Internal != undefined && Xrm.Internal != null && Xrm.Internal.filterLookupTypes != undefined && Xrm.Internal.filterLookupTypes != null) {
             //Showing Account and contact entities are shown in the "To" field.
             Xrm.Internal.filterLookupTypes(Xrm.Page.getAttribute("to"), ['account', 'systemuser'], false);   

    3. The regarding field will be filter with account and contact in the below screenshot.


    Hope this will be helpful.

  • Manager and Resource Dashboards in Totalserv Pro

    TotalServ Pro delivers on Management-by-Exception in a complete real-time visual presentation dashboard of your business’s service operations. Accordingly, it offers the most intuitive and innovative active triage display of Jobs/Projects in all stages and Resource performance past, present, future for you to analyze and continually improve your business’s service operations. Within a single click in the dashboards user can navigate to the page exactly they wanted to view.

    Manager Dashboard in Totalserv Pro


    Manager Dashboard in Totalserv Pro will give a user 360 degrees view on the Jobs/job tasks they are handling and the Time postings, expenses pending for approval. It allows the managers to view the information more quickly and identify the problem area and drill down to root causes behind the issues. Managers can view all the data integrated in this dashboards without navigating the individual entities


    Jobs I manage: Manager can view all his related jobs that is managed by him.

    Delayed Jobs I Manage: Manager can view all the jobs that gone past the set timelines.

    Job Tasks

    Job tasks I Manage: Manager can view all his related job tasks that is managed by him.

    Delayed job tasks I Manage: Manager can view all the job tasks that gone past the set timelines.


    Time Postings: Manager can view all the Time posting pending for approval for the jobs which the user is involved in to and can approve or reject the time postings. Also user has the flexibility of posting the comments while taking any action.

    Expenses: Manager can view all the expenses pending for approval for the projects which the user is involved and can approve or reject the expenses. Also user has the flexibility of posting the comments while taking any action


    Cost and scheduled performance: Manager will get the analysis on the cost and scheduled performance on the jobs.


    Open issues I manage: Manager can view all the issues that are raised by the customer on all the jobs that the user manages.

    Delayed issues: Manager can view all the issues that has crossed the set timelines

    Resource Dashboard in Totalserv Pro


    Resource dashboard in Totalserv Pro gives a user 360 degrees view on the jobs/jobs tasks they are working on. Users can view the Rejected time postings and Rejecting Expenses as well in the dashboard. Resources can view their related jobs/job, tasks, issues without navigating to that particular individual entities.


    Job I am working in: Resources can view all the jobs that the user is assigned in to.

    Delayed Jobs: Resources can view all the jobs that has gone past the set timelines.

    Job Tasks

    Job Tasks: Resources can view all the tasks that the user is assigned in to.

    Job tasks that are delayed: Resources can view all the job tasks that gone past the set timelines.


    Time postings which are rejected: Resources can view all the time postings that are rejected by the manager. Users can view the rejected time postings and can rework on the task and can the comments.

    Expenses which are rejected: Resources can view all the expenses that are rejected by the manager. Users can view the rejected time postings and can rework on the task and can the comments.

    In all, Manager and Resource Dashboards will ensure seamless completion of jobs resulting in enhanced customer satisfaction and business productivity.

  • Creating Basic Power BI Report to Dynamics 365 Dashboard

    What is Power BI?

    Power BI is a business analytics service provided by Microsoft. It provides interactive visualizations with self-service business intelligence capabilities, where end users can create reports and dashboards by themselves, without having to depend on any technical person or a database administrator

    Power BI provides cloud-based BI services, known as Power BI Services, along with a desktop based interface, called Power BI desktop. It offers data warehouse capabilities including data preparation, data discovery and interactive dashboards. In March 2016, Microsoft released an additional service called Power BI Embedded on its Azure cloud platform. One main differentiator of the product is the ability to load custom visualizations

    Why Power BI

    Unlike traditional BI tools, such as SSRS, Tableau, Qlik, etc., are solutions for analysts that provide rearview mirror intelligence on what has happened. In contrast, Power BI is business analytics service that can empower everyone—not just data specialists—with real- time insight to what is happening. With Power BI, we can interact with the report and gets the data in the report.

    The Power BI is useful in

    Business intelligence creation into the hands of analysts who can extract source data, create a dataset, transform or manipulate the data, visualize the data and publish the resulting reports and dashboards. For progressive or iterative analysis, analysts can evolve the BI with new measures or dimensions without requiring IT involvement.

    The Question and Answer (Q&A) function may be the top cited benefit and capability in achieving self-service BI.

    The dashboard visualizations are best in class and continually updated from the community. Interactive geo-map will gives the best visualizations.

    Steps to Create Power BI report:

    · We can use Power BI online or download Power BI for Desktop from Web and install on your machine. Open Power BI for Desktop, below screen will appear.


    · Now in order to connect to CRM in Power BI, click on “Get Data” item on top left of the ribbon as shown in below screen.


    · After clicking “Get Data”, a pop up window will appear, were Microsoft provides various OOTB sources to connect through Power BI. In our scenario we consider Online Services and then Dynamics 365 (online) as highlighted in below screen


    · Click connect and then a pop up will appear which asks Web API URL of MS CRM as seen in below screen


    · Enter the Dynamics 365 (online) OData endpoint URL. It should look similar to this URL, where Organization Name is the name of your Dynamics 365 (online) organization, and v8.1 is the version. Click OK.


    You can find your OData endpoint URL in the Microsoft Dynamics 365 web client. Go to Settings > Customizations > Developer Resources and locate the URL under Instance Web API.

    · Create a trail account for Power BI using Dynamics 365 trail account. The Trail period for Power BI will 60 days.

    · After clicking OK, another Pop up screen will appear and then from Organizational account sign in using Power BI and then Click connect from below screen.


    · After clicking connect you will be redirected to below screen where Entities of your organization will be displayed and you need to select Entity/Entities then click load.


    · After Clicking Load, The Entity Attribute Data will be loaded in Field Section on the Right side of the screen and you can select Fields and Visualization Types, then data will be appeared on the screen in the form of visualizations type.

    We created a Custom entity where Name, City and Amount as attributes for that entity and created a few records.

    After following the above criteria, consider visualization type as Table, Data will displayed in the Table format and Sum aggregation of Amount field will be displayed at the bottom of Amount row, The Aggregates can be applied on all the fields depends on the type of that Field.

    The Data Table can be displayed as below Screen


    Visualization Types:

    In the visualization panel, there are different types of visualization present in Power BI


    · The above table data can be represented in Pie chart and on Maps. If we hover the mouse to the desired block on report then information will be displayed on that particular block.


    · After Completion of report. Click Publish Icon which is on top of Screen


    · Now open Power BI Online

    · The report will be seen in the reports section on the left side of the screen. Click on that report and click Pin live page icon which is on top of the screen as seen below


    · By clicking on “Pin Live Page” a pop up will appear which gives an option to create this report in new Dashboard or in an Existing Dashboard. Provide a name to new Dashboard and click on “Pin live”.


    Enable Power BI visualizations in the CRM D365

    1. Sign-in to Microsoft Dynamics 365 as a user with the system administrator security role.
    2. Go to Settings > Administration > System Settings.
    3. On the Reporting tab in the Allow Power BI visualization embedding option, select Yes to enable or No to disable.
    4. Click OK.

    · After Enabling the Power BI in our organization. When we click on New Dashboard on Home Screen then two options will appear on screen as below


    · Then after click Power BI Dashboard a pop up will appear as below screen


    · Finally Power BI report will be displayed on the Dashboard as



    Major Advantage:

    No need to write code or be a stats guru to get actionable insights. Power BI Q&A allows you to ask questions and get super-fast answers in the form of charts and graphs ready for pinning to your dashboards.



    · The integration to Dynamics CRM is limited. Power BI can extract CRM data via an OData feed (Web API URL), so getting the CRM data into the data model is easy, but thereafter there's no supported method to view the CRM reports and dashboards within the CRM application. Requiring users to log in to a different application to view dashboards creates a tough time for user.

    · Power BI reports and dashboards cannot pass user, account or other entity parameters. This makes it impossible to create entity specific dashboards such as a dashboard for an account, opportunity, case, or campaign.

Please Wait