Migrate Audit records from Dynamics 365 CRM to Azure SQL Server

Storage space comes at a premium in Dynamics 365 world. So, we need to manage it carefully and aggressively. When audit is enabled, the space it occupies creeps up steadily and silently and we only notice it when we get a message from Microsoft telling us we have run out of storage space. So, a… Continue reading Migrate Audit records from Dynamics 365 CRM to Azure SQL Server

New Alternative of Navigate() function on App.StartScreen and App.OnStart in Canvas apps

We were facing some issue when writing code of Navigation in App.StartScreen and App.OnStart of App within PowerApps. It is widely used for the initialization of global variables, prefetching of data into collections, and to determine which screen should be shown first. By default, the first screen shown when an app starts is the first… Continue reading New Alternative of Navigate() function on App.StartScreen and App.OnStart in Canvas apps

How to insert new balances for Vendors and Customers in a new company in Business Central

Requirement: We had a requirement to import the balances of the Customers and Vendors in a fresh instance.  Issues: The master data wasn’t imported in the system. No direct way to post the opening balances in the system. While posting the balances there was an error related to the General Journal posting. Solution: Master data… Continue reading How to insert new balances for Vendors and Customers in a new company in Business Central

Embed Power BI reports in Power Apps Portal

We can now embed Power BI Dashboard/Reports in PowerApps Portal with few easy steps. Prerequisite:-    D365 Customer Service organization having a Global user with D365 and Power BI license. ENABLE POWER BI VISUALIZATION  In the PowerApps select the environment where you have provisioned the Portal. Go to Your Apps section from Power Apps home page and locate… Continue reading Embed Power BI reports in Power Apps Portal

Power BI > How to deal with a Text column having a length of more than 32766 characters.

Power BI supports up to 32766 characters of data in a column of TEXT Data Type. What if we have more data stored in the data source? Recently, we came across a requirement where we had to show the content of an email in HTML format in the Power BI report. The report was built… Continue reading Power BI > How to deal with a Text column having a length of more than 32766 characters.

Business Central latest updates 2022 release Wave 1

Here are some interesting new updates in the latest release for Business Central Blocking deletion of G/L accounts This new feature is going to be introduced to help avoid accidental deletion of general ledger (G/L) accounts, this release wave adds an extra check. An extra safeguard against accidental deletion of G/L accounts even in the… Continue reading Business Central latest updates 2022 release Wave 1

Access SharePoint Online Data Using Postman Part 2

Now, in this blog we will see how to access SharePoint online data.  In this example, we will resize SharePoint Online image by using the Microsoft Graph API via SharePoint using the /_api/v2.0.  We need to specify the size; large, small, and medium; in the request URL to resize the image that would give us… Continue reading Access SharePoint Online Data Using Postman Part 2

Set Default Font style and Size of Email in Dynamics 365 Sales

In this blog we will see how we can set default font style and font size for the Email records in Dynamics 365 Sales. To achieve this, we need to follow the steps below: Create a new web resource Bind the new Web resource to the required email form where the changes need to be… Continue reading Set Default Font style and Size of Email in Dynamics 365 Sales

Access SharePoint Online Data Using Postman Part 1

In this blog, we will show you how we can interact with SharePoint via Rest APIs and perform actions like adding, updating, deleting, and fetching data using Postman.   We are using two operations SharePoint App Registration and Azure AD app (Graph API).  The important factor is Authentication and Authorization while accessing SharePoint information.  Generate… Continue reading Access SharePoint Online Data Using Postman Part 1

Power BI > Using slicer for just highlighting values without filtering

The general purpose of slicer visual in Power BI is to filter the data points in the report and view only the filtered information. They provide options (single or multiple) to a user, to click on & filter the visuals on the page.  Recently, in one of our projects, we were tasked with a requirement to highlight the bars of a bar chart instead of filtering the visual based on the selected value of the slicer. It sounded odd at first… Continue reading Power BI > Using slicer for just highlighting values without filtering

Power BI > Drill-through feature from Card visual 

In Power BI, a drill–through feature permits the report consumer to peer detailed facts associated with the primary page in the context of a particular  data point applied.  With drill via Power BI reports, one  can  create a  detailed  report  page on your  data  that  focuses on a  particular applied data point.  When the readers want to analyze a particular record or data… Continue reading Power BI > Drill-through feature from Card visual 

Dynamics 365 Sales data import. Anomalous materials and unforeseen consequences

We all have imported data into CRM at some point in our life. And a part of the process of importing data is cleaning up the data the is to be imported. I am sure almost all of us have encountered some unusual data that we had to clean up and some unusual data that looks… Continue reading Dynamics 365 Sales data import. Anomalous materials and unforeseen consequences

Power BI > How to filter all the data by TODAY, by default?

Ever wondered how we can filter the Power BI report to show only Today’s data by default but at the same time give the flexibility to change the Date filter? The approach we as developers generally take is – create a calculated column IsToday in the Calendar table and have it return “Yes” for today’s… Continue reading Power BI > How to filter all the data by TODAY, by default?

Load metadata of all entities and get Object Type Code based on Entity name in Dynamics 365 for Sales.

In this blog I’ll be taking you over how to get the Object type Code for the particular entity based on the Entity name. Suppose we need to get object type code for different entities in a loop in an stand alone .Net application. Generally, people are writing a fetch into the loop but not… Continue reading Load metadata of all entities and get Object Type Code based on Entity name in Dynamics 365 for Sales.

Updating the SQL DataSource from Power BI using Power Automate Visual

Ever thought of manipulating the data in your SQL data source directly from the Power BI Report? If yes, our prayers have been heard (as the use of Power Automate within Power BI is still in Preview as of writing this blog) and will be answered soon (when made GA)! An exciting new feature was… Continue reading Updating the SQL DataSource from Power BI using Power Automate Visual

Latest Updates in Business Central V 18.3

Description This blog will describe the updates on Business Central 18.3. Below is the list of the major updates available in Dynamics 365 Business Central. Document Objective G/L Entry Dimension Correction. Inventory Documents. Item Availability by Lot No. Variant codes on production orders in Business Central. In this blog we are going to discuss some… Continue reading Latest Updates in Business Central V 18.3

Schema Update Mode in AL code for Dynamics 365 Business Central

Description:  This blog will describe the significance of the Schema Update Mode and why it is used in Business Central. We were facing some issues while working on the table extensions and realized that we could not change the data type or the size of the custom fields we described in the extension once published.… Continue reading Schema Update Mode in AL code for Dynamics 365 Business Central

Calculation Groups in Tabular Editor

Consider a scenario where your measure’s definitions are the same but the only difference is the base measures. For example, while doing time-related calculations like MTD, YTD, QTD for 3 different calculations/measures, we need to create 3 measures for MTD, 3 measures for YTD, and 3 measures for QTD, resulting in total 9 measures such… Continue reading Calculation Groups in Tabular Editor

Create and Configure model-driven app interactive experience dashboards

In this blog I will show you how to create and configure Interactive experience dashboards in model driven apps. The Interactive dashboards are fully configurable and security-role based and deliver information across multiple streams in real time. The Interactive dashboards have two forms: multi-stream and single-stream. Multi-Stream dashboards can be table-specific dashboards. The multi-stream dashboards… Continue reading Create and Configure model-driven app interactive experience dashboards

Setting up the Custom Columns of SharePoint with Power Automate Flow and displaying them in Documents Grid in Dynamics 365 for Sales

Many times while uploading the documents of Dynamics CRM to the SharePoint we require that the fields of Dynamics CRM be reflected in the SharePoint column and we could also see the value populated in SharePoint Column in CRM. If you have any such requirements, stay tuned, as this blog is going to cover all… Continue reading Setting up the Custom Columns of SharePoint with Power Automate Flow and displaying them in Documents Grid in Dynamics 365 for Sales