There are various approaches to embed Power BI Dashboard/Report in D365 Sales, but each approach comes with its own drawbacks and cons that might not complement your requirements. Earlier we have posted blogs that describe the 4 approaches but as I said they have their own pre-requisite and cons. With the advancements of Power BI… Continue reading Power BI > Embed Dashboard/Report in D365 Sales with RLS – 5
For a while, we had been using a NuGet Package named SharePointPnPCoreOnline(as shown in below image), which can be used for authentication to SharePoint and other SharePoint Client Side Object Model (CSOM) tasks for managing SharePoint Online Data. This is what we used in our previous blog posts part1 and part2 to connect using clientid/client… Continue reading Secure Authentication of SharePoint with PnP Framework with C#(Code)
In this blog I’ll be taking you over how to preserve “Modified On” and “Modified By” fields during migration or data import. Generally, when we migrate the data, the records’ “Modified On” field value takes system local time and in the “Modified By” field it takes Current logged in User. But our requirement is when… Continue reading How to preserve Modified By and Modified On fields during Migration in Dynamics 365 for Sales
This time we will see how to authenticate logic apps. What is Logic Apps? Azure Logic Apps is a cloud service that helps you schedule, automate, and orchestrate tasks, business processes, and workflows when you need to integrate apps, data, systems, and services across enterprises or organizations. What we need Postman Basic understanding of the Logic App We… Continue reading Setup Authentication of Logic Apps using Logic Apps settings
Microsoft Power BI supports many data sources from where we can fetch data and a good Microsoft Power BI Consulting services provider can help, but many times, we need to use some workaround to fetch data from certain data sources. One such case is to get data from a folder on OneDrive. There are no… Continue reading Power BI > Get Data from OneDrive for Business (Folder as a source)
Microsoft introduced Power Apps a while ago. These can be considered a very small version of Dynamics 365. These apps can be developed quickly using almost the same methods that we use for Dynamics 365. In fact, as we all know, the apps available out of the box in Dynamics 365 are actually model driven… Continue reading Do we need Dynamics 365 any more?
I was wondering if we had any tools, workflow solutions, automatic processes or any connectors in PowerAutomate to support attaching the media files like images or videos from SharePoint folder to email messages before we send the emails. Basically, we wanted to automate the process of attaching the images and videos into the emails which… Continue reading Attaching media files from SharePoint to Dataverse Email records
In the previous blog we learnt how to make a connection between Business Central and Jet reports. Jet Reports are fast and flexible financial reporting solution that helps to eliminate the errors in traditional reporting available OOTB in the Business Central system. In this blog you will learn how to build a Jet Report in… Continue reading How to set-up Jet Reports in Business Central – Part 2
Overview on Jet Reports: Jet Reports are fast and flexible financial reporting solution that helps to eliminate the errors in traditional reporting available out of the box in the Business Central system. Jet Reports allows to get the latest information from the database. Jet Reports integrates into excel allowing us to get the real-time data… Continue reading How to set-up Jet Reports in Business Central – Part 1
Have you ever questioned if it is feasible to move all of the measures from one Power BI PBIX file to any other PBIX file? Imagine you’ve got 2 PBIX files with the same models, i.e all tables used in the measures have the same data structure. If someday you are in this position then… Continue reading Power BI > How to easily copy Measures from one pbix file to another?
We all have been using Document Templates which are directly available by system and these templates contains static content for all records. What if we need to append some content dynamically in one Word template and need to send the whole document in email attachment? We have come across a solution for this. For one… Continue reading Append Content Dynamically in Document Template and Generate the Merged Document in Dynamics 365 for Sales and SharePoint
What is Analysis view? There are 2 global dimensions which help to analyze the data in the whole Business Central system. The Analysis view is used to set multiple dimensions to use with the Account Schedules. The global dimensions are available in the account schedule, so we can run our reports/income statement and we can… Continue reading Working with the Analysis view in Business Central
Power BI has different DAX functions using which we can have our results in many different ways. As far as the result is concerned, it doesn’t matter which road we take to reach the destination but, we would always strive to get the most optimal solution. We often need bi-directional relationships to let the filters… Continue reading Power BI > USERELATIONSHIP Vs. CROSSFILTER
There are some requirements at times when we need to book Appointment in Dynamics 365 for Sales on creation of Lead with prospective Client every other day or similar other requirement, for such scenarios scheduling Appointment manually may seem to be tedious at times, so there is always a need to automatically create it from… Continue reading Creating Appointment of Dynamics 365 for Sales with Plugin which would reflect in Outlook Calendar as a reminder.
In our previous post, we saw what needs to be done in Azure and Dynamics 365. Now we will see the code part. Before we start with coding, the below nuget package should be installed. Nuget Package: Microsoft.CrmSdk.XrmTooling.CoreAssembly Reference link: https://www.nuget.org/packages/Microsoft.CrmSdk.XrmTooling.CoreAssembly For installing the package, open the Visual Studio -> Tools -> NuGet Package Manager… Continue reading Connection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 2
I have come across various requirements from clients where it was more feasible to go with creating the C# console application for bulk processing the records in D365 CRM based on complex scenarios like updating the closed case entity records or uploading the files to SharePoint at specific location, or any scenarios that needed custom… Continue reading Connection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 1
In the previous blogs, we saw how to import data into Dataverse(CDS) using Excel here and Dataflow here. In this blog we will use a .NET console application to upload data from SharePoint file to Dataverse(CDS). We will need to create SharePoint Document Locations in Common Data Service. Here are the steps. InsertDataToDataverse : This method… Continue reading Import data into Dataverse(CDS): Part 3
Recently, we had come across an issue which we thought is very common and is easily resolvable. But, we were highly mistaken. We had several reports which were using a shared Power BI Dataset. We accidentally deleted the dataset on Power BI Service. Naturally, it deleted all the other reports pointing to this dataset. The… Continue reading Power BI > How to make PBI Reports pointing to deleted Power BI Dataset working again?
In our previous blog, we saw how to import data into a Dataverse(CDS) environment using Get data from Excel option. In this blog, let’s check out another slightly different method. This time we are going to use Dataflows. If you want to know what dataflow is, you can check it out here. Let’s begin. First… Continue reading Import data into Dataverse(CDS): Part 2
There are multiple ways of importing data into a Dataverse(CDS) environment. And by Dataverse(CDS) , I mean just the Dataverse(CDS) and not the one with any Dynamics 365 apps attached to it. One way to import data is by using the Get Data option. There is an excellent blog by Inogic over here that gives… Continue reading Import data into Dataverse(CDS): Part 1
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