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Creating Appointment of Dynamics 365 for Sales with Plugin which would reflect in Outlook Calendar as a reminder.
Inkey, January 21, 20215537 Views
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 […]
Read moreConnection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 2
Inkey, January 12, 20217568 Views
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 […]
Read moreConnection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 1
Inkey, January 8, 20214315 Views
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 […]
Read moreImport data into Dataverse(CDS): Part 3
Inkey, December 4, 20201860 Views
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 […]
Read morePower BI > How to make PBI Reports pointing to deleted Power BI Dataset working again?
Inkey, November 26, 20205957 Views
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 […]
Read moreImport data into Dataverse(CDS): Part 2
Inkey, October 16, 20203870 Views
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 […]
Read morePower BI > How to handle multiple time zones?
Inkey, September 18, 20207335 Views
We have often encountered requirements that need the date and time columns to change according to the timezones of the user. Conversion according to the timezone requires to add/subtract the offset hours to the DateTime field in UTC. As this is something that is not available in Power BI out-of-box, we have found an approach […]
Read morePower BI > How to efficiently change the column names?
Inkey, September 11, 20205931 Views
While preparing our Data Model, we are often tasked to change the column names of the tables which are brought into Power BI using GetData. It is very time consuming if we change the names of each column of all the tables manually but it is equally important. The time & efforts seem futile when […]
Read moreShow OneNote IN Dynamics 365 UCI
Inkey, September 11, 20203123 Views
Recently, I got a case where I need to show uploaded OneNote in Dynamics 365’s UCI in activity tab. In this blog we will discuss below two points: How to turn on OneNote Integration How to see uploaded OneNote in Dynamics 365 UCI Let’s start with first point: How to turn on OneNote Integration Go […]
Read morePower BI > Use of ISINSCOPE()
Inkey, August 28, 20208708 Views
Power BI has advanced incredibly in the last few years. Microsoft has been working their fingers to the bone to make Power BI simple to use and easily adaptable. But at times, it gives us hard time to achieve even the simplest of requirements, or at least we think so. Recently, I faced one such […]
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