Embedded intelligence for CRM Sales Insight

What is this sales insight? From Microsoft Site : "The relationship assistant is part of the new Embedded intelligence suite of features. The assistant keeps an eye on your daily actions and communications, and generates a collection of action cards that are displayed prominently throughout the application to provide tailored, actionable insights. The assistant reminds … Continue reading Embedded intelligence for CRM Sales Insight

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Multiple Dynamic CRM Portal

So MS Dynamics 365 has now the portal facility fully up and running ! Question comes here can we have multiple portal per CRM organization? Let't try to provision multiple portal on a single CRM organization! So in the below screenshot you can see I already have set a SelfService portal. Now I"ll try to … Continue reading Multiple Dynamic CRM Portal

Create a PowerBI map and show it inside Dynamics 365

So the idea is to create a PowerBI map, nothing special about it, but what if we need to show road level map ? To do that we need lattitude and longitude information also. Requirement: Use lattitute to show road details in a Map in PowerBI Use PowerBIViewer tool (http://crm-powerbi-viewer.heiigjen.com/ ) to show the powerBI report … Continue reading Create a PowerBI map and show it inside Dynamics 365