Power BI > Development Cycle – DEV, TEST & PROD environments
WebSiteAdmin, May 8, 202013196 Views
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
Read moreObject Detection AI Builder Model in Power Platform
WebSiteAdmin, May 7, 20203676 Views
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
Read morePower BI > The magical BLANK row in table
WebSiteAdmin, April 24, 20206268 Views
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
Read moreForm Processing AI Builder Model in Power Platform
WebSiteAdmin, April 23, 20202772 Views
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
Read moreMicrosoft Business Intelligence: SSRS > Shared Dataset > Not detecting NEW fields > a simple fix
WebSiteAdmin, April 20, 202010366 Views
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
Read moreConfiguration of AI Builder and Types of AI Model in Power Platform
WebSiteAdmin, April 3, 20203618 Views
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
Read moreUse Google maps to measure distance in Microsoft Dynamics 365 for Sales Part 3 of 3
WebSiteAdmin, March 27, 20202602 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.… Continue reading Use Google maps to measure distance in Microsoft Dynamics 365 for Sales Part 3 of 3
Read moreUse Google maps to measure distance in Microsoft Dynamics 365 for Sales Part 2 of 3
WebSiteAdmin, March 19, 20202838 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.… Continue reading Use Google maps to measure distance in Microsoft Dynamics 365 for Sales Part 2 of 3
Read moreUse Google maps to measure distance in Microsoft Dynamics 365 for Sales Part 1 of 3
WebSiteAdmin, February 28, 20204820 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… Continue reading Use Google maps to measure distance in Microsoft Dynamics 365 for Sales Part 1 of 3
Read moreSteps to move existing Legacy(Classic Interface) to UCI(Unified Client Interface) in Microsoft Dynamics 365
WebSiteAdmin, February 14, 20207571 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… Continue reading Steps to move existing Legacy(Classic Interface) to UCI(Unified Client Interface) in Microsoft Dynamics 365
Read moreSolve error while deleting a custom Business Process Flow – Microsoft Dynamics 365 for Sales.
WebSiteAdmin, December 18, 20195879 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… Continue reading Solve error while deleting a custom Business Process Flow – Microsoft Dynamics 365 for Sales.
Read moreDisable recent item selection in the Lookup field of the Unified Interface form – Microsoft Dynamics 365 for Sales.
WebSiteAdmin, December 5, 201912684 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… Continue reading Disable recent item selection in the Lookup field of the Unified Interface form – Microsoft Dynamics 365 for Sales.
Read moreAttach files to Notes record of Microsoft Dynamics 365 CRM/CE from the D365 CRM Custom Portal
WebSiteAdmin, September 30, 201929572 Views
From the D365 CRM portal, it is now very easy to attach files to the Notes record of an entity. In the Additional Settings area of the Entity form, there is a section named “Add Attach File”. You just need to select the checkbox for “Attach File”. Doing this will add a File Control on… Continue reading Attach files to Notes record of Microsoft Dynamics 365 CRM/CE from the D365 CRM Custom Portal
Read morePower BI > How to fetch Dynamics 365 CE data
WebSiteAdmin, September 20, 20197790 Views
Power BI provides several different ways to fetch data from Dynamics 365 CE and today I will share my know-how on them. 1. Dynamics 365 Online Connector This method is mostly used to fetch data from Dynamics 365 CE. Initially, this was the only method to fetch data from CE. To use this, go to Get… Continue reading Power BI > How to fetch Dynamics 365 CE data
Read moreFilter subgrid based on the lookup field value in Microsoft Dynamics 365 CE
WebSiteAdmin, September 10, 201913785 Views
Let’s learn today how to filter the sub-grid on a form based on the lookup field value. Below is an example where we will create a sub-grid of a custom entity named “Agents” on the Contact entity form which will display records based on the “Account Name” lookup field value on the Contact form. For… Continue reading Filter subgrid based on the lookup field value in Microsoft Dynamics 365 CE
Read morePower BI > Dynamic Scales & Values
WebSiteAdmin, August 31, 201914204 Views
Hello DAX-sters! We have already created a report where we can choose what data we can show – dynamically. You can refer to the blog here. How about we get the freedom to choose even how the data can be shown, i.e. weekly, monthly, quarterly, or yearly? Every so often we need the availability of… Continue reading Power BI > Dynamic Scales & Values
Read morePower BI > Size limits to consider while choosing the right capacity
WebSiteAdmin, August 9, 201917670 Views
Many of us often face difficulties understanding the dataset size limits in different scenarios and different capacities. So, here is a quick understanding of the same. Different type of capacities: 1. Shared Capacity 2. Premium Capacity 3. Azure Power BI Embedded Capacity Power BI provides either Shared Capacity or Premium Capacity. Power BI, by default,… Continue reading Power BI > Size limits to consider while choosing the right capacity
Read morePower BI > Sharepoint Online List as Data Source
WebSiteAdmin, July 19, 20194309 Views
Power BI has been growing day by day with the new features that the Power BI team is bringing every month. One of the great features for those who are working with Sharepoint Online is that we can use “Sharepoint Online” List as a data source in Power BI to get an overview about Sharepoint… Continue reading Power BI > Sharepoint Online List as Data Source
Read moreError Handling in Microsoft Flow
WebSiteAdmin, July 11, 20196155 Views
The Microsoft Flow provides us no-code solutions which help us to achieve the requirements faster. But, what if we want to manage the things based on the errors or breaks in the flow and if the flow is failed due to some reason? In this blog, I will explain to you how to handle errors or… Continue reading Error Handling in Microsoft Flow
Read moreAutomatically schedule the SSRS Report and send it as PDF attachment with the email in Microsoft D365 CE/CRM
WebSiteAdmin, June 21, 201917896 Views
The Microsoft D365 CE/CRM provides the feature to run the selected SSRS reports manually. But I had the requirement to schedule the execution of report on a user-specified frequency like daily, weekly or monthly and send the report to the user via email as an attachment. But I did not find any OOB feature in… Continue reading Automatically schedule the SSRS Report and send it as PDF attachment with the email in Microsoft D365 CE/CRM
Read moreSSRS – How to handle multi tenants in single instance?
WebSiteAdmin, June 11, 20196457 Views
Problem Statement: We have different SQL databases for different tenants(or clients), and we want the same SSRS report to fetch data from different databases based on the user who is executing the report. To achieve this, we can have a data source that is dynamic by using an expression-based connection string. Below is a quick explanation… Continue reading SSRS – How to handle multi tenants in single instance?
Read moreSort the PowerApps data using the GPS Location
WebSiteAdmin, June 10, 20195375 Views
Let’s learn today to sort the data of PowerApps based on the current GPS location. In the below example, we are having Microsoft Dynamics CRM 365 as the database of the PowerApp. This PowerApp was basically developed for one of our client requiring a mobile application that will be used by their Customer care department… Continue reading Sort the PowerApps data using the GPS Location
Read moreWaiting workflows using parallel wait branches in Microsoft Dynamics 365 CE/CRM
WebSiteAdmin, May 29, 20197973 Views
Waiting workflows in dynamics 365 are best suited in situations when it is required by the process to wait for a specific period of time duration before execution. Basically, in waiting workflows, there has been always confusion between “Timeout” and “Wait” conditions. This is now pretty much clarified with one of our below requirements in… Continue reading Waiting workflows using parallel wait branches in Microsoft Dynamics 365 CE/CRM
Read moreConnect to an API from the PowerApps using the custom connector
WebSiteAdmin, May 23, 201930409 Views
In many scenarios, we need to call the APIs or services that are not available as the inbuilt connectors of the PowerApps. In that case, you can create your own custom connector with the required triggers and actions. Creating a custom connector is a very smooth process. What you need is only the correct API… Continue reading Connect to an API from the PowerApps using the custom connector
Read moreWorkflow Tools in Microsoft Dynamics CRM 365 CE / CRM
WebSiteAdmin, May 17, 201910902 Views
There are some tasks in Microsoft Dynamics CRM, which are to be executed either using a plug-in or a custom workflow. This may require to be given a lot of time in writing the code. So, prior to writing a code, one should always look for a No-code/Low-code solution in the “Dynamics-365-Workflow-Tools” of GitHub. The “Dynamics-365-Workflow-Tools” is a… Continue reading Workflow Tools in Microsoft Dynamics CRM 365 CE / CRM
Read moreMake Microsoft Azure Function App editable or read-only
WebSiteAdmin, May 9, 201915617 Views
There are basically two ways to create and publish the Function App in the Microsoft Azure. One of the ways is to create the Function App directly in the Microsoft Azure and publishing it from there itself. The second way is to create the Function App in the Visual Studio and publishing it from the… Continue reading Make Microsoft Azure Function App editable or read-only
Read moreMissing Activities tab in the Social Pane of Microsoft Dynamics 365 CE / CRM form
WebSiteAdmin, May 1, 20195098 Views
Many times, it is noticed that the Activities tab is not visible on the custom entity forms. I also faced the same issue. In one of the forms of a custom entity, the Activities tab was not visible in the Social Pane. So, I changed the Activities Tab Properties of that form as shown in… Continue reading Missing Activities tab in the Social Pane of Microsoft Dynamics 365 CE / CRM form
Read morePersonal and Organization Email Templates in Microsoft Dynamics 365 CE / CRM
WebSiteAdmin, April 25, 20197730 Views
I was not aware of something called personal email templates until I got the below warning while exporting one of the solutions in Dynamics 365. Later by analyzing the missing component, I was able to figure out that if a personal email template is used in any of the components in a solution like a… Continue reading Personal and Organization Email Templates in Microsoft Dynamics 365 CE / CRM
Read moreAzure FunctionApp Error: The binding type(s) ‘serviceBusTrigger’ are not registered[SOLVED]
WebSiteAdmin, April 11, 201914968 Views
At times we are stuck with issues which look very clear but takes everything out of you to resolve them. Recently, I had faced one of them during the deployment of one of my FunctionApp at Azure. Actually, I had to deploy a FunctionApp from the VisualStudio. I deployed it successfully but while selecting the… Continue reading Azure FunctionApp Error: The binding type(s) ‘serviceBusTrigger’ are not registered[SOLVED]
Read moreSend the CRM portal invitation code to multiple contacts from Dynamics 365 Customer Engagement / CRM
WebSiteAdmin, April 4, 20198282 Views
There are generally two ways how one can register to the CRM Portal. The first way is by clicking on the Sign in -> Register from the top right corner of the CRM Portal landing page. Once registered, contact will be created in the Dynamics 365 CE. This process is to be followed when an external… Continue reading Send the CRM portal invitation code to multiple contacts from Dynamics 365 Customer Engagement / CRM
Read moreUpload document to SharePoint from Microsoft D365 CE using C# Web API & manage SharePoint document metadata
WebSiteAdmin, March 20, 201910526 Views
The integration of Microsoft D365 CE with SharePoint has enabled the document management in SharePoint precisely in the form of folders and subfolders, in a structured way. Today in this blog, let’s learn how we can upload the documents in SharePoint from the D365 CE using the Dot Net c# web API code with a… Continue reading Upload document to SharePoint from Microsoft D365 CE using C# Web API & manage SharePoint document metadata
Read moreSorting, Filtering & Searching features of PowerApps
WebSiteAdmin, March 8, 201942137 Views
This blog is intended to explore a quick idea on the basic operations like sorting, filtering and searching of data in PowerApps. Please know: In all the below examples, we are taking D365 CRM tables as the data source. SORTING In PowerApps, we can view the records in a particular sequence using the Sort or… Continue reading Sorting, Filtering & Searching features of PowerApps
Read moreApply common styles for all the screen components in PowerApps
WebSiteAdmin, February 27, 20198803 Views
It is fun to play with the styles applied for the screen components in the PowerApps. This seems to be like the one we achieve using the cascading style sheet in the HTML files. If same font size, font weight, color etc. are to be used in the overall canvas app screens then, there is… Continue reading Apply common styles for all the screen components in PowerApps
Read moreHandling Dead Letter Queue(DLQ) using Logic App
WebSiteAdmin, February 11, 201911739 Views
In our previous blog, we have explained how to handle DLQ using the Azure Functions. Please refer: https://www.inkeysolutions.com/blogs/handling-dead-letter-queuedlq-using-azure-functions/ Lets now learn how to read the messages from the DLQ using the Logic App: First and foremost, we need to identify the message received in the Dead Letter Queue. So, the trigger step in the Logic… Continue reading Handling Dead Letter Queue(DLQ) using Logic App
Read moreHandling Dead Letter Queue(DLQ) using Azure Functions
WebSiteAdmin, January 31, 201933092 Views
Microsoft Azure Service Bus is a secure platform for transferring the messages across various platforms and applications. This is a reliable service for asynchronous data transfer using messages. Queues are one among the data structures used while transmitting the data across the cloud. Messages are stored in the queue until processed at the receiver’s end.… Continue reading Handling Dead Letter Queue(DLQ) using Azure Functions
Read moreSend data to the Microsoft flow from the PowerApps and receive the response from the Microsoft flow
WebSiteAdmin, January 10, 20197679 Views
The PowerApps is used to build the business apps that can be run in a browser or phone or tablet and the Microsoft flow is used to automate the workflows across the multiple applications and services. Using Microsoft flow in the PowerApps is creating wonders in the business world, making almost everything possible with just one click on the… Continue reading Send data to the Microsoft flow from the PowerApps and receive the response from the Microsoft flow
Read morePower BI > Copy Visuals between pbix files – II
WebSiteAdmin, January 7, 201910523 Views
Power BI has been growing day by day with the new features that Power BI team is bringing every month. There was a time when we used to face difficulty whenever it was needed to create same designing for multiple reports but with different datasets, because we couldn’t just copy paste the visual from one… Continue reading Power BI > Copy Visuals between pbix files – II
Read moreDebug the Azure Functions locally
WebSiteAdmin, December 14, 20189320 Views
Today, the majority of the business have based their roots with Azure. Above all the benefits, the main attraction of the Azure functions is that it helps in the simplification of developing the applications. They can also be debugged locally to identify the errors or to know the sanity status of the function. This can… Continue reading Debug the Azure Functions locally
Read morePower BI > Conditional Formatting the Table > Use Case
WebSiteAdmin, December 13, 20184200 Views
Microsoft has released a very exciting feature – Conditional formatting by Field Value. Hence, we plan to explain how we took it’s best use with an example. There are times when we want to conditionally format a field that returns both text values and decimal numbers. To understand this better, let’s take some sample data… Continue reading Power BI > Conditional Formatting the Table > Use Case
Read moreAdd an external assembly as a reference in the Azure function
WebSiteAdmin, December 3, 20188647 Views
Let’s learn today, how to add an external assembly as a reference in an azure function with a small example. This will help you to reuse the already developed functionalities (i.e.,) if there is a requirement that some of the functionalities are needed inside the azure function, which are already developed in any of the… Continue reading Add an external assembly as a reference in the Azure function
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