1. Introduction In today’s data-driven world, businesses rely heavily on automated data pipelines. While Fivetran provides many pre-built connectors, there are scenarios where your data source is simply not supported out-of-the-box. That’s where Fivetran Custom Connectors (Connector SDK) come into play. This guide is based on a real-world implementation: Keap API → BigQuery. In… Continue reading 🚀 End-to-End Guide: Building a Fivetran Custom Connector (Keap → BigQuery)
What is Drill Through? Drill-through is a feature in Power BI that allows users to navigate from one report page to another while passing context-specific filters. This is especially useful when users need detailed insights beyond summary data. Overview In this scenario, we have a Power BI report with two pages: Summary Page: Contains a… Continue reading Drill Through from Power BI Table to Paginated Report
As Microsoft Fabric keeps molding the unified data landscape, many data professionals are faced with a common dilemma: “Should I use Lakehouse, Warehouse, or SQL DB?” Each of these pieces has its role, but selecting the right one is based on your data objectives, types of workload, your team’s expertise, and integration demands. In this… Continue reading Choosing the Right Data Store in Microsoft Fabric: A Guide to Making Smart Decisions
Power BI provides powerful features to enhance user interactivity, and two of the most effective tools for this are Bookmarks and the Selection Pane. These features allow you to create interactive reports, toggle between different views, and customize user experiences without complex coding. In this blog, we will explore how to use Bookmarks and the… Continue reading Using Bookmarks and Selection Pane for Interactive Reports in Power BI
In this blog, we will leverage Microsoft Fabric’s Data Activator and Kusto Query Language (KQL) to monitor IoT sensor data in real-time. If the temperature of a machine exceeds 80°C, an email alert will be triggered automatically. Data Activator enables real-time monitoring and automation based on data conditions, while KQL is used to analyze and… Continue reading Real-Time Alerts with Data Activator and KQL in Microsoft Fabric
In data engineering, maintaining data integrity is crucial. One common challenge is ensuring that an incoming file contains all the required column headers before loading it into the destination table. In this blog, we will implement a solution in Azure Fabric where we: Load an Excel file into Lakehouse. Extract and validate the column headers. … Continue reading Ensuring Data Integrity in Microsoft Fabric: Validating Excel Headers in Data Pipeline Before Loading Data into the Destination
Building reports in Power BI requires the right data structure for optimal performance. The two main approaches are Star Schema and Snowflake Schema. Let’s break down their differences in a simple way. Understanding Star Schema Think of Star Schema as the simpler, faster approach. It consists of a central fact table containing numeric values (sales,… Continue reading Star Schema vs. Snowflake Schema: Choosing the Right Model for Power BI
Struggling with a slow Power BI report? You’re not alone. Slow performance is often caused by complex calculations, inefficient data models, or an overload of visuals. Power BI Performance Analyzer can help identify these bottlenecks and guide you toward a smoother, faster report. What is Power BI Performance Analyzer? A built-in tool in Power BI… Continue reading Optimizing Power BI Reports with Performance Analyzer
Microsoft Dynamics 365 Business Central offers a strong ERP solution adapted to streamline financial operations. One of the standout features of 2024 wave1 for collection management is the Accounts Receivable Administrator Role Center. This role center is designed to centralize and simplify collection tasks, such as creating and sending reminders and statements. By leveraging the… Continue reading How to Utilize the Accounts Receivable Administrator Role Center in Microsoft Dynamics 365 Business Central
In today’s fast-paced digital world, understanding and leveraging metadata is key to building robust, data-driven applications. Working with CRM systems, having quick access to metadata especially for lookup fields can significantly streamline customization and integration efforts. In this blog, we’ll walk you through the process of fetching CRM metadata using API calls in Postman, with… Continue reading Lookup CRM Metadata Using API in Postman
Lakehouses combine the best features of data lakes and data warehouses, offering scalable and cost-effective solutions for storing and processing large datasets. However, they come with a notable limitation: insert, update, and delete operations on tables are not natively supported. This poses a challenge for use cases requiring data synchronization or incremental updates. To overcome… Continue reading Overcoming Lakehouse Limitations: Implementing Upserts with PySpark
Microsoft Fabric offers a robust platform for data integration and analytics. Leveraging the wealth of data stored in your Dataverse environment within Fabric is not only possible but also highly beneficial. This blog delves into the process of linking your Dataverse environment to Microsoft Fabric, exploring prerequisites, advantages, considerations, and a detailed step-by-step integration process.… Continue reading Linking Your Dataverse Environment to Microsoft Fabric
Stripe payment integration is a key feature of Power Pages, allowing users to easily process payments directly within the portal. This integrated functionality enhances businesses by providing a simple payment solution. With just a few clicks, users can securely complete their purchases using Stripe’s trusted payment processing services. Stripe is a preview feature in Power… Continue reading Stripe Payment Integration with Power Pages
Activity timeline is time-tracking and planning control for each record. Activity controls many processes like Appointment, Email, Portal Comments and Phone call. We can enable an activity timeline for Power pages. Appointments: Scheduled meetings and events. Emails: Send and receive emails. Portal Comments: Feedback or notes added directly on the portal. Phone Calls: Records of… Continue reading Mastering Activity Tracking: Enabling the Activity Timeline in Power Pages for Better Management
Exact matching is a critical process for identifying precise matches between text data and predefined keywords. In this blog, we’ll walk you through building an Azure ML pipeline to perform exact keyword matching using a Python script Why Perform Exact Matching? Exact matching is vital when precision is critical. It ensures: Identifying Specific Terms: Ideal… Continue reading How to Build a Pipeline for Exact Matching in Azure ML Using Python Script
In this blog, I will showcase how to seamlessly integrate Dynamics 365 CRM with Encodian to automate the creation of PDFs populated with CRM data. By leveraging Power Automate, you can map data from CRM records directly into fillable PDF forms using JSON mapping. This solution simplifies document generation for processes like contracts, invoices, and reports, ensuring… Continue reading Automating PDF Generation with Dynamics 365 CRM Data Using JSON Mapping and Encodian in Power Automate
As per the beginner’s knowledge, RPA (Robotic Process Automation) Desktop flows, also known as UI flows, are a feature within Microsoft Power Automate that allows users to automate repetitive tasks on their Windows desktop or web applications. Desktop flows are part of the broad Power Automate platform, providing a solution for automating processes that involve… Continue reading Unlocking Efficiency: A Beginner’s Guide to RPA Desktop Flows in Power Automate
Maintaining organized and meaningful data is crucial for effective management and analysis. AutoNumber fields are a popular solution for generating unique identifiers, but sometimes a simple numeric sequence isn’t enough. By adding prefixes based on specific conditions, you can enhance the context of your data, making it easier to identify and categorize records briefly. In… Continue reading How to Populate Prefix in AutoNumber fields based on conditions in Dynamics 365 Sales
As everybody knows, in Dataverse, if we need to do anything that is not available in OOTB functionality and crucial to implement, we need to use plugin. To write a plugin, we need to write a code to mitigate our functionalities. But now, we do have another option available that will help us to create… Continue reading How to use Low-No Code Plugin using Data verse accelerator in dynamics 365
These days a speedy-paced business environment and efficient reporting equipment are crucial. Dynamics 365 is a powerful CRM and ERP answer that offers robust reporting capabilities. However, exporting those reports in a consumer-friendly format, like PDF, can on occasion be difficult. Fortunately, Power Automate gives a streamlined way to automate this method. In this blog,… Continue reading How to run OOTB Report and send emails with pdf attachments using Power Automate.
Requirements: If the file size of an Excel file exceeds the specified criteria, we need to address the following: The Excel file contains multiple sheets, and these sheets contain inter-related data. We utilize SQL Views to retrieve data from these sheets using the “Get Data” activity in Excel. Although we can split the Excel file… Continue reading Split the Text files using ADF Pipelines
Power Apps, known for its low-code/no-code capabilities, now offers the ability to create complete apps from an image. Sometimes, the best way to design an app starts with something as simple as a pen and paper. Whether you’re in a meeting, brainstorming with your team, or just working through ideas on your own, sketching out… Continue reading Paper to Power App: Creating a Canvas App in D365 CRM from a Hand-Drawn Sketch
In today’s digital landscape, creating user-friendly interfaces is essential, especially when building applications using Microsoft Power Portal. One common requirement is to render lookup fields as dropdown menus, enabling users to select from a predefined set of values. This functionality enhances the user experience by making data entry more intuitive and efficient. In this blog,… Continue reading How to render lookup as dropdown in Powerpage
This  Power Automate Flow fetches Name and Email-address of the Person/(s) mentioned in the ‘From’, ‘To’, ‘CC’, ‘BCC’ mappings of the Outlook Online for a user-defined time-period i.e., Start Date and End Date and outputs the data in a Notepad .txt file in Outlook Online to a specific user-defined person email. What are the input… Continue reading Use Power Automate to get Name and Email Address in Outlook Online
We’ve been using Power Automate extensively to automate operations in Dynamics 365 using the Dataverse connectors. Also, working with connectors in Microsoft Dataverse, using a connection reference is generally a good practice. However, there’s an exception: if you want to perform a Dataverse operation in the context of the person who triggers the flow (the… Continue reading Invoker’s Connection in Power Automate
As an end-to-end SaaS Microsoft Fabric multiple workloads or components including Data Science. In this blog we will explore how Microsoft Fabric can be used to empower users with end-to-end data science workflows to enrich data and extracts business insights. What is Data Science? Data Science has become a popular term and buzzword in many… Continue reading Introduction to Data Science in Microsoft Fabric
Microsoft Dynamics 365 Business Central is a powerful Enterprise Resource Planning (ERP) solution that offers a wide range of features. One such feature is the capability to manage posting restrictions on sales and purchase documents according to various users is pivotal for ensuring data integrity and financial control within organizations. Requirement: How can we effectively… Continue reading Managing Posting Restrictions on Sales/Purchase Document According to various users in MS Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central is a powerful Enterprise Resource Planning (ERP) solution that offers a wide range of customization options to meet the unique needs of your business. One such customization is to create a QR Code that is the Base64 encoded TLV (Tag, Length, Value) in Dynamics 365 Business Central. Prerequisites Access to… Continue reading How to create a QR Code that is the Base64 encoded TLV (Tag, Length, Value) in Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central is a powerful Enterprise Resource Planning (ERP) solution that offers a wide range of customization options to meet the unique needs of your business. One such customization is to Cancel Multiple Posted Sales Invoices in a batch using Job Queue in Business Central. A job queue in Microsoft Dynamics 365… Continue reading Cancel Multiple Posted Sales Invoices using Job Queue in MS Dynamics 365 Business Central using AL Code
As Azure Data Factory (ADF) does not offer Excel as a sink option, an alternative method is required to copy Excel files using ADF pipelines. Implementation Step 1: Utilize the “Get Metadata” activity to retrieve the list of files stored in the blob storage. Select the “Child Items” option from the field list to include… Continue reading Copying Excel files from source to destination in Excel format using ADF Pipeline
Microsoft Dynamics 365 Business Central is a powerful Enterprise Resource Planning (ERP) solution that offers a wide range of customization options to meet the unique needs of your business. One such customization is to create a custom job queue to create Sales order from Purchase order in Business Central. A job queue in Microsoft Dynamics… Continue reading Creating a Custom Job Queue to create Sales order from Purchase order in MS Dynamics 365 Business Central using AL Code
The objective is to copy various types of files, including JSON, CSV, Text, and Excel files, using a single Copy data activity in Azure Data Factory (ADF) pipeline. Implementation: Step 1: Utilize the “Get Metadata” activity to retrieve the list of files stored in the blob storage. Select the “Child Items” option from the field… Continue reading Dynamically copying all types of files, including Excels, JSON, CSV, and TXT, using a single copy data activity in ADF
Microsoft Dynamics 365 Business Central is a powerful Enterprise Resource Planning (ERP) solution that offers a wide range of customization options to meet the unique needs of your business. One such customization is to call (invoke) Power Automate Flows on an action via HTTP Request in Business Central Using AL Code. Integrating Power Automate Flows… Continue reading How to call (invoke) Power Automate Flows on an action via HTTP Request in Business Central Using AL Code
Microsoft Dynamics 365 Business Central is a powerful Enterprise Resource Planning (ERP) solution that offers a wide range of features. One such feature is the capability to archive projects (jobs) which can help keep your workspace organized and efficient. With archiving capabilities, users can manage their project data effectively, benefiting from audit trails and version… Continue reading Archiving Projects (Jobs) in Microsoft Dynamics 365 Business Central
The Power BI has introduced a new button slicer which resembles somewhat to the custom slicer, i.e., the Chiclet slicer. In this blog, as a part of Microsoft Power BI consulting we are going to explore this new button slicer. In the current report, we have imported the sample dataset i.e., Financials dataset, upon which… Continue reading Microsoft Power BI consulting: Introduction to the new Button Slicer
Dynamics 365 Business Central is a powerful Enterprise Resource Planning (ERP) solution that offers a wide range of customization options to meet the unique needs of your business. One such customization is to get linked Sales order’s data in Assembly Order. This customization can be used for businesses that deal with complex assembly processes and… Continue reading Dynamics 365 Business Central: Retrieve Linked Sales Order Data in Assembly Orders Using AL Code
In this blog, we are going to explore the new feature to use the Calculation Groups using Power BI Desktop and Microsoft Power BI Services through Microsoft Power BI consulting. Currently, we are making use of the Sample dataset i.e., Financials dataset in Power BI. Also, we have created a Date table starting from minimum… Continue reading Microsoft Power BI consulting: Using Calculation Groups from Model Explorer in PBI Desktop and PBI Service (including Direct Lake Semantic Models).
Dynamics 365 Business Central is a powerful Enterprise Resource Planning (ERP) solution that offers a wide range of customization options to meet the unique needs of your business. One such customization is to link Dimensions to a custom table and its Pages in D365 Business Central. Prerequisites Access to a Microsoft Dynamics 365 Business Central… Continue reading Dynamics 365 Business Central
In the realm of Microsoft Forms and Power Automate integration, “When a new response is submitted” connector serves as a reliable tool for triggering actions upon the submission of a single form response. However, a notable limitation arises when attempting to capture responses from multiple Microsoft Forms simultaneously. Considering this challenge, there emerges a need… Continue reading Power Automate: Track Multiple Microsoft Survey Forms Responses
Dynamics 365 Business Central is a powerful Enterprise Resource Planning (ERP) solution that offers a wide range of customization options to meet the unique needs of your business. One such customization is to set the shipment date as blank when creating a new sales order in Business Central. This customization can be particularly useful when… Continue reading How to use SecretText Data type in Business Central
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