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Power BI > USERELATIONSHIP Vs. CROSSFILTER

, January 21, 20212405 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, 20211258 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, 20211757 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, 20211359 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, 2020623 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, 20201131 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, 20201419 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, 20202574 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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Power BI > How to handle multiple time zones?

, September 18, 20201443 Views

We have often encountered requirements that need the date and time columns to change according to the timezones of the user. Conversion according to the timezone requires to add/subtract the offset hours to the DateTime field in UTC. As this is something that is not available in Power BI out-of-box, we have found an approach […]

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Power BI > How to efficiently change the column names?

, September 11, 2020897 Views

While preparing our Data Model, we are often tasked to change the column names of the tables which are brought into Power BI using GetData. It is very time consuming if we change the names of each column of all the tables manually but it is equally important. The time & efforts seem futile when […]

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