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Power BI & More

Ulrik Carlsson

This is the podcast dedicated to reporting for Power Platform and Dynamics 365, including charts, dashboards, and Power BI. Your Host is Ulrik Carlsson (the CRM Chart Guy).

23 - Customer Insights with Matt Wittemann

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23 - Customer Insights with Matt Wittemann
This episode has been brought to you by KingswaySoft.
The new Customer Insights with Matt Wittemann.
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. Listen in as we go through the feature set, to get clarity on who this product is for, and why it’s great solution for those companies.

You can read more about Customer Insights on Matt Wittemann’s blog here https://mattwittemann.com/
And the documentation from Microsoft. https://dynamics.microsoft.com/en-us/ai/customer-insights/
Don’t forget to follow Matt on Twitter @MattNC
Sun, 01 Sep 2019 - 41min
22 - Matt and Ulrik make unsupervised product recommendation engines
This episode is brought to you by by Maplytics by Inogic. 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. Episode also includes in discussions on: Combining advanced customer profiling with transactional data.

Matt talks to his new product PinPoint, a product recommendation engine for the Aftermarket How Content Filtering and Collaborative Filtering combined can make for advanced product recommendations Why Ulrik doesn't like continued recommendations from Amazon to buy smoke detectors when they perfectly well know he already has two (and how to tune your algorithm to avoid annoying your customer). Possible data science urban legend on Target identifying teenage pregnancies before concerned parents of pregnant teen knows about it. Will Matt this time give a concrete answer to the question on how many records are needed to get good results from these algorithms?

Links: PinPoint for Aftermarket
Tue, 09 Jul 2019 - 51min
21 - Predictions and Analytics on Field Service
This episode is brought to you by D365UG.
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.

Topics discussed:
What’s special about Field Service? Telemetry and IoT data Vibrations as a predictor Regression algorithms and Binary Classifications Service Level Agreements The Weighted Average Optimization Equation
Thu, 02 May 2019 - 35min
20 - Dynamics 365 interactive charts and dashboards
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 Number of widgets on a dashboard Specifying color of option set values in charts Advanced chart editing limitations
Got feedback or suggestions for a future episode? Email voice@crm.audio
Mon, 07 Jan 2019 - 31min
19 - Security and User Adoption Reporting
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 voice@crm.audio.
Wed, 19 Dec 2018 - 25min
18 - Introducing Dataflows with Scott Sewell
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 Ulrik 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?
We also look ahead to next week's D365UG and PBIUG Summit in Phoenix, AZ and where you can catch us presenting.
This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts and Spotify.
Wed, 10 Oct 2018 - 37min
17 - What's new in the August 2018 update
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
Links:
Power BI Desktop August 2018 Feature Summary Charticulator.com Aggregate total on top of stacked column charts in Dynamics 365
Tue, 28 Aug 2018 - 36min
16 - Power BI Oct '18 Release Notes
In this episode (brought to you by KingswaySoft), Ulrik and Joel go through the October '18 release notes for Power BI and analytics.
Topics discussed:
October '18 release notes for Power BI Embedded Power BI visuals in Dynamics 365 forms SSRS reports in unified interface and mobile Preview feature--run SSRS reports from Power BI Premium Deeper PowerApps integration with Power BI CDS connector for Power BI--get your labels Enhancements to links in Power BI dashboards Power BI in Dynamics 365 portals What are data flows PowerQuery in CDM Intellisense in PowerQuery What happened to CDS-A What happened to Customer Insights Predictive lead scoring
Tue, 07 Aug 2018 - 49min
15 - Update your oData connection
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.
This episode is a production of Dynamic Podcasts LLC. Subscribe to the CRM Audio network of podcasts on Apple Podcasts and Spotify.
Tue, 03 Jul 2018 - 22min
14 - PowerApps in Power BI
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: https://powerapps.microsoft.com/en-us/blog/embed-an-app/
Mon, 18 Jun 2018 - 21min
13 - Analyzing sales and business process data
This episode is brought to you my Maplytics by Inogic.
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.
Thu, 07 Jun 2018 - 30min
12 - Questions from the world tour and CDS for Analytics
This episode of Power BI & More is brought to you by Maplytics by Inogic.
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
Links in this episode:
Duplicate Detection Rules Chart in Dynamics 365: https://crmchartguy.com/2018/05/20/duplicate-detection-rules-chart-in-dynamics-365/ Guy in a Cube video about CDS for Analytics: https://www.youtube.com/watch?v=1vQ0HLNZ06A
Thu, 24 May 2018 - 33min
11 - Enhanced D365 hyperlinks and hidden entities
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
Wed, 02 May 2018 - 33min
10 - GDPR and Q&A Linguistic Schema
This episode is brought to you by KingswaySoft.
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.
Tue, 17 Apr 2018 - 30min
9 - What's new with the Dynamics 365 Data Export Service
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.
Topics discussed:
What is data export service? How frequently does the DES update? Setting up the DES Azure Key Vault Using the Powershell cmdlets DES impact on performance Cost of DES in Azure consumption Licensing requirements for DES Dealing with security How DES tables are related Working with DES exported data in Power BI Options for moving exported data on premises Data Export Service tradeoffs and limitations Multiple languages and DES Direct query vs. import in Power BI
Wed, 04 Apr 2018 - 41min
8 - Data security in Power BI
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.
Tue, 20 Mar 2018 - 26min
7 - CRM Power BI Viewer with Trond Aarskog
This episode is sponsored by KingswaySoft.
Episode Description
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 and system dashboards.
Links
Trond Aarskog on LinkedIn: https://www.linkedin.com/in/aarskog/ Power BI viewer: http://crm-powerbi-viewer.heiigjen.com/
Wed, 07 Mar 2018 - 28min
6 - Dynamics 365 Charts
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 Using the right chart type for the job Using FetchXML Builder with the Advanced Chart Editor
Wed, 21 Feb 2018 - 23min
5 - Getting Dynamics 365 data into Power BI
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.
Links:
FetchXML Builder: http://fxb.xrmtoolbox.com/
CRM Viking's blog: http://www.crmviking.com/2018/01/how-to-retrieve-odata-v4-fast-in-power.html
Thu, 08 Feb 2018 - 20min
4 - The passing of the laces
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
Tue, 23 Jan 2018 - 35min
3 - Embedded experience and Power BI April 2019 Update
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.
Discussed in this episode:
Changes to embedded experience Making your embedded reports visually match d365 Licensing implications Security implications Embedded reports and change management April updates for Power BI Desktop Updates to PowerApps visuals Automatically refreshing the data set Key influencer visuals Data Flows are leaving preview Pervasive artificial intelligence
Got any questions for the chart guy? Send them to voice@crm.audio.
Sun, 07 Apr 2019 - 31min
2 - Data Science with Matt Lamb
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. Also, what can data science add to your solutions now that Microsoft is adding out-of-the-box AI features to Dynamics 365.
Data Scientist background and training What is AI vs Machine Learning, Neural Networks, and Statistics The three work areas of the data scientist AI in Dynamics 365 vs a Data Scientist.
Got feedback or suggestions for a future episode? Email voice@crm.audio
Links
Matt Lamb blog posts: https://elogic.com/Blog/PID/473/authorid/31/AuthorName/Matt-Lamb
Tue, 12 Feb 2019 - 35min
1 - Power BI & More: Is your Power Platform data ready for Data Science/Machine Learning?
In this episode (brought to you by mscrm-addons.com), 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. In order to create a record set to use as a base for Machine Learning, you may not need as many records as you think, but need to strike the right balance of quantity and quality.
In this episode we discuss:
o    How many records are really needed for effective machine learning?
o    What structure and maturity level of data is needed?
o    Supervised vs. Unsupervised Learning
o    How many people does Matt’s dog need to meet?
o    What happens with your algorithms when you make changes to your business process?
o    Tips to make your data scientist happy
Got questions or suggestions for future episode? Email voice@crm.audio.
This episode is a production of Dynamic Podcasts LLC.
Sat, 16 Mar 2019 - 32min

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