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Joel Leichty

Cooptimize • Power BI • Dynamics 365 • Employee Empowerment

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Category: Dynamics 365

By Joel Posted on December 12, 2022February 3, 2023

Reporting on Data with a Start and End Date in Power BI • Date Concepts for CRM and HR

DAX formula and Data modeling techniques for reporting across date ranges.

Categories: Dynamics 365, Power BITags: CRM, DAX, Effective Date
By Joel Posted on August 9, 2022February 3, 2023

Dynamics 365 My Sales Power BI Content OR The Reason Salespeople Don’t Update Data In CRM Is They Get Minimum Value Back

We now have our first open source Power BI Report available on Github. The Report is a “My Sales” experience for Dynamics 365 Sales.

Categories: Dynamics 365, Power BITags: My Sales, Open Source, Power BI Template
By Joel Posted on July 25, 2022February 3, 2023

Fixing Microsoft’s Power BI Content for Dynamics 365 Sales

As part of Cooptimize’s open source initiatives, we are building better standard Dynamics 365 content, beginning with Sales Analytics.

Categories: Dynamics 365, Power BITags: Data Lake, Microsoft, Open Source, Option Sets, Star Schema

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