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Attaching media files from SharePoint to Dataverse Email records

, February 25, 2021597 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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How to set-up Jet Reports in Business Central – Part 2

, February 17, 2021413 Views

In the previous blog we learnt how to make a connection between Business Central and Jet reports. Jet Reports are fast and flexible financial reporting solution that helps to eliminate the errors in traditional reporting available OOTB in the Business Central system. In this blog you will learn how to build a Jet Report in […]

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How to set-up Jet Reports in Business Central – Part 1

, February 10, 2021599 Views

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 […]

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Power BI > How to easily copy Measures from one pbix file to another?

, February 5, 20214158 Views

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 there will […]

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Working with the Analysis view in Business Central

, January 29, 2021737 Views

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 […]

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Power BI > USERELATIONSHIP Vs. CROSSFILTER

, January 21, 20211523 Views

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 […]

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Creating Appointment of Dynamics 365 for Sales with Plugin which would reflect in Outlook Calendar as a reminder.

, January 21, 2021889 Views

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 […]

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Connection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 2

, January 12, 20211351 Views

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 […]

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Connection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 1

, January 8, 20211062 Views

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 […]

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Import data into Dataverse(CDS): Part 3

, December 4, 2020499 Views

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 […]

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