Category: Microsoft Dynamics 365
Power BI > Embed Dashboard/Report in D365 Sales with RLS – 4
Inkey, June 5, 20202712 Views
As there are various approaches to embed Power BI Dashboard/Report in D365 Sales, we might often use a different approach to achieve it only to realize that it doesn’t suit our cost or requirements. We have posted blogs describing the other 3 approaches but they have their own limitations regarding licenses or restriction of data […]
Read morePower BI > Embed Dashboard/Report in D365 Sales with RLS – 3
Inkey, June 5, 20202376 Views
We discovered several approaches to embed Power BI Dashboard/Report in D365 Sales, but each approach came with certain pre-requisites or cons that might not complement our requirements. Blogs posted earlier regarding the other 2 approaches either need Power BI Pro License for each user or it doesn’t filter out data according to the users and […]
Read morePower BI > Embed Dashboard/Report in D365 Sales with RLS – 2
Inkey, June 5, 20202365 Views
There are various approaches to share Power BI dashboard or report in D365 Sales and every approach has it’s own merits & demerits. Our previous blog describes an approach that doesn’t work if we need to restrict data from the users. I recommend you read through the previous blog first, to get the context. Now, […]
Read morePower BI > Embed Dashboard/Report in D365 Sales with RLS – 1
Inkey, June 5, 20203139 Views
Microsoft Power BI enables its global users to share the Power BI dashboard or report by embedding them in various applications and sites. Likely, we can also share them in our D365 Sales using Publish to Web or Embed URL. There are many ways to achieve this, but not all approaches fulfill the requirement to […]
Read moreUse Google maps to measure distance in Microsoft Dynamics 365 for Sales Part 3 of 3
Inkey, March 27, 20202260 Views
Story so far… In the previous blogs, I gave a brief overview of what we need and how to get the API key from Google Maps. In the final part of the blog, I will tell you how to measure the distance. In this part we will be dealing with the CRM side of things. […]
Read moreUse Google maps to measure distance in Microsoft Dynamics 365 for Sales Part 2 of 3
Inkey, March 19, 20202518 Views
Previously on Inkey Solutions blog… In the last blog post, I discussed some basics about integrating Google Maps into Dynamics 365 for Sales. You can check it out if you still haven’t. Now let’s go into details. In this part of the blog, I will tell you about what you need from Google. So, Google. […]
Read moreUse Google maps to measure distance in Microsoft Dynamics 365 for Sales Part 1 of 3
Inkey, February 28, 20204335 Views
Google is everywhere and thanks to Android based smartphones, so are Google Maps. But in the case of Microsoft Dynamics 365 or the entire Microsoft ecosystem, we do not need Google Maps. Microsoft already has Bing Maps and there are many solutions on AppSource which integrate Bing Maps in a number of ways. So why […]
Read moreSteps to move existing Legacy(Classic Interface) to UCI(Unified Client Interface) in Microsoft Dynamics 365
Inkey, February 14, 20206914 Views
As of September 2019, Microsoft has announced that the legacy web client is deprecated. Customers must transition to Unified Interface before October 1, 2020. Microsoft will continue to provide support, security and other critical updates to the legacy web client until October 1, 2020, but won’t release any additional functionality beyond what has already been […]
Read moreSolve error while deleting a custom Business Process Flow – Microsoft Dynamics 365 for Sales.
Inkey, December 18, 20195305 Views
This is a blog intended to let the readers know the way to solve the error that you get normally when trying to delete a custom Business Process Flow. Many times when you try to delete the custom Business Process Flow, a pop-up would be opened saying that you cannot delete this Business Process Flow […]
Read moreDisable recent item selection in the Lookup field of the Unified Interface form – Microsoft Dynamics 365 for Sales.
Inkey, December 5, 201912159 Views
In the Unified Interface form, the lookup field shows up the recently searched records as shown in the below screen-shot. It is a very useful feature. But in some scenarios, it conflicts with the implemented functionality. For example, If you have applied a custom filter logic to the Contact Lookup field on the Case entity […]
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