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.

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.

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.  

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.

In this episode, 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.

Matt Lamb 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 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.

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

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 [email protected].

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 Ulrich 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?

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

In this episode (brought to you by KingswaySoft), Ulrik and Joel go through the October '18 release notes for Power BI and analytics.

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.

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

Gus Gonzalez joins us to talk about D365 Saturday Atlanta. There's still time to register for the free event. For this episode's main event, Ulrik discusses analyzing business process flow data, such as sales pipeline data. Time per stage Sales velocity Sales trends over time Ulrik also talks about preview features that allow you to extend the business process flow entity, and how adding additional fields and relationships can help simplify your sales reporting.

Ulrik is back from the Chart Guy world tour, and in this episode, he answers some questions that were asked by attendees of Dynamics 365 Saturday in Australia. Topics include: Dynamics 365 security with Power BI Data Export Service Dynamics 365 Content Packs for Power BI Using PowerBI with augmented reality Reporting on duplicate detection rules with Power BI Incremental sync with Power BI Common Data Service for Analytics Customer Insights

This episode is sponsored by D365UG. This week Ulrik talks about his upcoming world tour, and what you can hear him present at an upcoming Dynamics 365 Saturday near you. Topics discussed on this episode: Enhancing Dynamics 365 links in Power BI to create new records Running SSRS reports from Power BI Premium Performance of the Data Export Service Accessing hidden Dynamics tables with Power BI Sales Insights Model Driven Power Apps

Ulrik talks about what to consider regarding GDPR and your Power BI dashboards. To help you, Microsoft has recently published a GDPR white paper for Power BI. We also discuss the Q&A Linguistics Schema and how you can use it to allow users to ask real language questions of data. Plus, if you missed it, check out Ulrik's chart week posts on CRM tip of the day. This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

This episode is brought to you by Maplytics by Inogic. Last year we had an episode about the Dynamics 365 Data Export Service, and much has changed since then. In this episode, Ulrik Carlsson and guest host Shawn Tabor discuss what you need to know about the DES.

In this episode (sponsored by Ingenius), Ulrik talks about strategies for securing Dynamics 365 data in Power BI. How can you mimic CRM security in Power BI, and what is the challenge for shared records? We also come up with a reason that Gus should buy Ulrik a Hololens. This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify.

Earlier on the podcast, we discussed how Power BI dashboards and reports could be added to Dynamics 365 personal dashboards. However, until now there has not been any easy way to add Power BI to system dashboards and record forms. Until now. Trond is a Norway based solution/application architect, and he has solved these limitations with the CRM Power BI Viewer. This solution is solution aware and allows you to add Power BI reports and dashboards to Dynamics 365 Customer Engagement forms.

This episode is sponsored by KingswaySoft. This week is a "more" week, as we talk about Dynamics 365 charts--when you should use them, the easiest way to edit them, and what you need to know about UCI charts. Topics discussed in this episode: Benefits of using D365 charts When to use D365 charts instead of Power BI XrmToolBox Advanced Chart Editor Should you design charts as user charts or system charts? Web UI charts vs. Unified Client Interface (UCI) interactive charts

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.

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