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

, December 5, 201936 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, 20191059 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, 2019555 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, 20191493 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, 2019923 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, 2019388 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, 2019370 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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Error Handling in Microsoft Flow

, July 11, 2019613 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 […]

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Automatically schedule the SSRS Report and send it as PDF attachment with the email in Microsoft D365 CE/CRM

, June 21, 20191788 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 […]

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SSRS – How to handle multi tenants in single instance?

, June 11, 2019343 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 […]

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