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Use Google maps to measure distance in Microsoft Dynamics 365 for Sales Part 1 of 3

, February 28, 20206 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 […]

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Steps to move existing Legacy(Classic Interface) to UCI(Unified Client Interface) in Microsoft Dynamics 365

, February 14, 2020794 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 […]

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Solve error while deleting a custom Business Process Flow – Microsoft Dynamics 365 for Sales.

, December 18, 2019538 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 […]

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Disable recent item selection in the Lookup field of the Unified Interface form – Microsoft Dynamics 365 for Sales.

, December 5, 2019979 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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Attach files to Notes record of Microsoft Dynamics 365 CRM/CE from the D365 CRM Custom Portal

, September 30, 20193247 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 […]

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Power BI > How to fetch Dynamics 365 CE data

, September 20, 2019978 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 […]

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Filter subgrid based on the lookup field value in Microsoft Dynamics 365 CE

, September 10, 20192515 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 […]

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Power BI > Dynamic Scales & Values

, August 31, 20191374 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 […]

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Power BI > Size limits to consider while choosing the right capacity

, August 9, 2019623 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, […]

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Power BI > Sharepoint Online List as Data Source

, July 19, 2019518 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 […]

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