How to set-up Jet Reports in Business Central – Part 1
Inkey, February 10, 20216457 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 […]
Read morePower BI > How to easily copy Measures from one pbix file to another?
Inkey, February 5, 202145522 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 […]
Read moreAppend Content Dynamically in Document Template and Generate the Merged Document in Dynamics 365 for Sales and SharePoint
Admin, February 4, 20212273 Views
We all have been using Document Templates which are directly available by system and these templates contains static content for all records. What if we need to append some content dynamically in one Word template and need to send the whole document in email attachment? We have come across a solution for this. For one […]
Read moreWorking with the Analysis view in Business Central
Inkey, January 29, 20218147 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 […]
Read morePower BI > USERELATIONSHIP Vs. CROSSFILTER
Inkey, January 21, 202111385 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 […]
Read moreCreating Appointment of Dynamics 365 for Sales with Plugin which would reflect in Outlook Calendar as a reminder.
Inkey, January 21, 20214915 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 […]
Read moreConnection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 2
Inkey, January 12, 20216738 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 […]
Read moreConnection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 1
Inkey, January 8, 20213941 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 […]
Read moreImport data into Dataverse(CDS): Part 3
Inkey, December 4, 20201705 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 […]
Read morePower BI > How to make PBI Reports pointing to deleted Power BI Dataset working again?
Inkey, November 26, 20205331 Views
Recently, we had come across an issue which we thought is very common and is easily resolvable. But, we were highly mistaken. We had several reports which were using a shared Power BI Dataset. We accidentally deleted the dataset on Power BI Service. Naturally, it deleted all the other reports pointing to this dataset. The […]
Read more