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Append Content Dynamically in Document Template and Generate the Merged Document in Dynamics 365 for Sales and SharePoint

, February 4, 2021309 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 […]

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Working with the Analysis view in Business Central

, January 29, 2021393 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, 2021749 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, 2021557 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, 2021917 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, 2021734 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, 2020386 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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Power BI > How to make PBI Reports pointing to deleted Power BI Dataset working again?

, November 26, 2020457 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 […]

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Import data into Dataverse(CDS): Part 2

, October 16, 2020596 Views

In our previous blog, we saw how to import data into a Dataverse(CDS) environment using Get data from Excel option. In this blog, let’s check out another slightly different method. This time we are going to use Dataflows. If you want to know what dataflow is, you can check it out here. Let’s begin. First […]

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Import data into Dataverse(CDS): Part 1

, September 25, 20201216 Views

There are multiple ways of importing data into a Dataverse(CDS) environment. And by Dataverse(CDS) , I mean just the Dataverse(CDS) and not the one with any Dynamics 365 apps attached to it. One way to import data is by using the Get Data option. There is an excellent blog by Inogic over here that gives […]

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