Forum Discussion

karenlp97's avatar
karenlp97
Regular Visitor
10 years ago

CRM Service Reporting - Best Practices?

Hi all,   I am new to CRM, but less new to report-building and Power BI. Our team uses CRM Online as a Incident Ticketing exclusively (no sales or opportunities). I am tasked with reporting out cer...
karenlp97's avatar
karenlp97
Regular Visitor
10 years ago

Hi and thanks for your reply. Yes I am well aware of your blog post and had hoped I could find something analogous for cases. I will review it again more closely for the status code decoding bit.

 

Sadly, the CRM Online Content Pack is pretty much useless to me since it doesn't pull in the IncidentSet or QueueItemSet tables. Also, I had tried to pull it in a couple of days ago, but it stopped loading for me - PBI says it fails to load the tables for some reason.

Greg_Deckler's avatar
Greg_Deckler
Community Champion
10 years ago

Yeah, I am strugglin a bit with the CRM tenant upgrade to 2016. Not sure if this is the source of your problem also. Seems that the old OData url feed "works" but my models won't refresh that way, they now error out since going to 2016 in the CRM tenant. The new OData feed URL doesn't work with the content pack and I'm assuming that if I use the new OData feed URL I have to rebuild all of my models.

 

:(