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Calculation Groups in Tabular Editor

, June 11, 2021213 Views

Consider a scenario where your measure’s definitions are the same but the only difference is the base measures. For example, while doing time-related calculations like MTD, YTD, QTD for 3 different calculations/measures, we need to create 3 measures for MTD, 3 measures for YTD, and 3 measures for QTD, resulting in total 9 measures such […]

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Create and Configure model-driven app interactive experience dashboards

, June 10, 2021350 Views

In this blog I will show you how to create and configure Interactive experience dashboards in model driven apps. The Interactive dashboards are fully configurable and security-role based and deliver information across multiple streams in real time. The Interactive dashboards have two forms: multi-stream and single-stream. Multi-Stream dashboards can be table-specific dashboards. The multi-stream dashboards […]

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Setting up the Custom Columns of SharePoint with Power Automate Flow and displaying them in Documents Grid in Dynamics 365 for Sales

, June 2, 2021224 Views

Many times while uploading the documents of Dynamics CRM to the SharePoint we require that the fields of Dynamics CRM be reflected in the SharePoint column and we could also see the value populated in SharePoint Column in CRM. If you have any such requirements, stay tuned, as this blog is going to cover all […]

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Power BI > Embed Dashboard/Report in D365 Sales with RLS – 5

, April 30, 2021790 Views

There are various approaches to embed Power BI Dashboard/Report in D365 Sales, but each approach comes with its own drawbacks and cons that might not complement your requirements. Earlier we have posted blogs that describe the 4 approaches but as I said they have their own pre-requisite and cons. With the advancements of Power BI […]

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Secure Authentication of SharePoint with PnP Framework with C#(Code)

, April 30, 2021488 Views

For a while, we had been using a NuGet Package named SharePointPnPCoreOnline(as shown in below image), which can be used for authentication to SharePoint and other SharePoint Client Side Object Model (CSOM) tasks for managing SharePoint Online Data. This is what we used in our previous blog posts part1 and part2 to connect using clientid/client […]

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How to preserve Modified By and Modified On fields during Migration in Dynamics 365 for Sales

, April 16, 2021537 Views

In this blog I’ll be taking you over how to preserve “Modified On” and “Modified By” fields during migration or data import. Generally, when we migrate the data, the records’ “Modified On” field value takes system local time and in the “Modified By” field it takes Current logged in User. But our requirement is when […]

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Setup Authentication of Logic Apps using Logic Apps settings

, April 1, 2021499 Views

This time we will see how to authenticate logic apps. What is Logic Apps? Azure Logic Apps is a cloud service that helps you schedule, automate, and orchestrate tasks, business processes, and workflows when you need to integrate apps, data, systems, and services across enterprises or organizations. What we need Postman Basic understanding of the Logic App We […]

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Power BI > Get Data from OneDrive for Business (Folder as a source)

, March 12, 2021887 Views

Power BI supports many data sources from where we can fetch data, but many times, we need to use some workaround to fetch data from certain data sources. One such case is to get data from a folder on OneDrive. There are no in-built data connectors available in Power BI Desktop using which we can […]

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Do we need Dynamics 365 any more?

, March 5, 2021901 Views

Microsoft introduced Power Apps a while ago. These can be considered a very small version of Dynamics 365. These apps can be developed quickly using almost the same methods that we use for Dynamics 365. In fact, as we all know, the apps available out of the box in Dynamics 365 are actually model driven […]

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Attaching media files from SharePoint to Dataverse Email records

, February 25, 2021492 Views

I was wondering if we had any tools, workflow solutions, automatic processes or any connectors in PowerAutomate to support attaching the media files like images or videos from SharePoint folder to email messages before we send the emails. Basically, we wanted to automate the process of attaching the images and videos into the emails which […]

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