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
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… Continue reading Power BI > How to handle multiple time zones?
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… Continue reading Power BI > How to efficiently change the column names?
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… Continue reading Show OneNote IN Dynamics 365 UCI
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… Continue reading Power BI > Use of ISINSCOPE()
Recently, we got a requirement which required us to easily allow a user to access their queue. After a descent amount of struggle, we finally found a way which would allow a user to see their queue without fumbling in the menu or advanced find option. So, here is what we did. Lets start. Open… Continue reading Provide easy access to a queue for current user
In our previous blog we have learnt embedding of Power BI tiles in PowerApps. Now, in this blog we’ll learn Charts in PowerApps. Charts are used for graphical representation of data. It can usually be read more quickly than the raw data. In PowerApps there are below types of charts: Column Chart – A column… Continue reading Charts in PowerApps
In our previous blog we have learnt embedding of PowerApps in Power BI report. Now, in this blog we’ll learn to embed PowerBI tiles in PowerApps. Let’s look at the steps required to add Power BI tiles in Power Apps. In PowerApps click on Insert tab. Click on Charts and then select Power BI tile… Continue reading Embedding PowerBI Tile in PowerApps
As the name suggests Page is any page of the Business Central and Inspection means careful examination of something. Hence, Page Inspection means closer examination of the Business Central Page. Page inspection allows you to get the details about a particular page you are on. It provides insight into the page design and elements that comprise the page along with the… Continue reading Page Inspection in Business Central
Lets check out integration of PowerApps and Power BI in this blog. PowerApps and Power BI are pretty awesome tools by themselves. By combining them, we can potentially, achieve a lot more. By putting the PowerApp within the Power BI itself, we can give the user the ability to put in the data that he… Continue reading PowerApps And PowerBI Integration
Recently, I got a case where I need to show a lookup field as dropdown in Canvas App and update its value in D365 Sales. I have searched a lot over the internet but failed. In my opinion, there is no handy material available for this problem at internet. So, after lots of struggle I… Continue reading Show LOOKUP field as dropdown in PowerApp & update value in D365 Sales
Edit: I would like to thank Ben Thompson for pointing out my mistake about licencing costs for Dynamics 365 Team member license. By now many of you are aware of how Microsoft has changed the Dynamics 365 Teams License. Microsoft now provides a dedicated app for users who hold this license. If a user has… Continue reading Dynamics 365 Teams License vs PowerApps Per Apps License
In the previous blogs i.e, Part – 1, Part – 2 and Part – 3 we had covered what is metadata, how to add new metadata in Web Form and Entity Form and it’s types i.e., Attribute, Notes, Section and Subgrid. Now, in this part we’ll discuss the remaining types and their properties. Below is the list:… Continue reading PowerApps Portal: Metadata and It’s Type Part – 4
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… Continue reading Power BI > Embed Dashboard/Report in D365 Sales with RLS – 4
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… Continue reading Power BI > Embed Dashboard/Report in D365 Sales with RLS – 3
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,… Continue reading Power BI > Embed Dashboard/Report in D365 Sales with RLS – 2
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… Continue reading Power BI > Embed Dashboard/Report in D365 Sales with RLS – 1
In the previous blogs i.e., Part – 1 and Part – 2 we had covered what is metadata, how to add new metadata in Web Form and Entity Form and it’s types i.e., Attribute, Notes and Section. Now, in this part we’ll discuss ‘Subgrid’ and it’s properties. Subgrid Selecting ‘Type’ as ‘Subgrid’ allows us to… Continue reading PowerApps Portal: Metadata and It’s Type Part – 3
In the previous blog we had covered what is metadata, how to add new metadata in Web Form and Entity Form and also from it’s 6 types we had covered the very first type i.e., “Attribute”. Now, in this part we’ll discuss below types and their properties: Notes Section Let’s start with type “Notes”. NOTES… Continue reading PowerApps Portal: Metadata and it’s type – Part 2
Power BI has advanced a lot since the last few years. We all know, that now, Power BI REST API provides service endpoints for various functionalities such as embedding, administration, interaction with report & user resources. While working on the scenario of maintaining different environments for Power BI reports such as “DEV”, “TEST” and “PROD”,… Continue reading Power BI > REST API – RebindReport issue
The Web Form Metadata contains additional behavior modification logic to augment or override the functionality of form. It allows portal admin to further configure entity forms and web forms such as predefined values and enhancing fields. In this blog, we are going to cover the very first type of metadata property i.e., “Attribute” with it’s properties… Continue reading PowerApps Portal: Metadata and it’s type – Part 1
Nowadays, Power BI is used by many large organizations to collect information that helps their organization grow in the market. The increasing use of Power BI in such organizations, demands, mostly a development team that takes care of the reports’ development & deployment from A to Z. This demands the team to follow best practices… Continue reading Power BI > Development Cycle – DEV, TEST & PROD environments
Object Detection AI Builder Model in Power Platform To learn how to train the Form Processing AI Builder Model in Power Platform and to use it in the PowerApp, read our previous post. In this blog, we will share with you an overview of Object Detection AI Builder Model and a small example illustrating how… Continue reading Object Detection AI Builder Model in Power Platform
We all know how the basic components in Power BI should work. But as soon as you think that now you have reached the stage where you know almost all about Power BI, it leaves you open-mouthed. Recently, I came across a very weird issue – “A BLANK row getting added to the Table from nowhere”… Continue reading Power BI > The magical BLANK row in table
Form Processing AI Builder Model in Power Platform In the previous post, we have learned how to configure the AI Builder in Power Platform and an introduction to the different types of AI Models. In this blog, let’s learn how to train a Form Processing Model and to use it in a PowerApp with a… Continue reading Form Processing AI Builder Model in Power Platform
For many reasons, we may feel the need of bringing additional fields to the SSRS dataset. A common issue faced when using SSRS i.e. Microsoft Business Intelligence shared datasets is when we change the backend query to bring additional fields for reporting, the dataset fails to recognize this change. Let us try to regenerate this… Continue reading Microsoft Business Intelligence: SSRS > Shared Dataset > Not detecting NEW fields > a simple fix
Configuration of AI Builder and Types of AI Model in Power Platform The Power Platform is a low code platform offering many attractive and useful products and features that can be used to create interactive apps, automated processes, virtual agents and many more. For more details, read, https://docs.microsoft.com/en-us/learn/powerplatform/ AI Builder is the artificial intelligence platform… Continue reading Configuration of AI Builder and Types of AI Model in Power Platform
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.… Continue reading Use Google maps to measure distance in Microsoft Dynamics 365 for Sales Part 3 of 3
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.… Continue reading Use Google maps to measure distance in Microsoft Dynamics 365 for Sales Part 2 of 3
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