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Introducing Power Pages!

, August 20, 2022316 Views

Microsoft Power Pages is a part of the Microsoft Power Platform family. It is an evolution of Power Apps portals. The new features included are the new design studio. The templates are in preview for users to try and provide feedback. We can expect general availability of the Power Pages by next year. We can […]

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Migrate Audit records from Dynamics 365 CRM to Azure SQL Server

, May 12, 2022938 Views

Storage space comes at a premium in Dynamics 365 world. So, we need to manage it carefully and aggressively. When audit is enabled, the space it occupies creeps up steadily and silently and we only notice it when we get a message from Microsoft telling us we have run out of storage space. So, a […]

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Set Default Font style and Size of Email in Dynamics 365 Sales

, February 23, 20223747 Views

In this blog we will see how we can set default font style and font size for the Email records in Dynamics 365 Sales. To achieve this, we need to follow the steps below: Create a new web resource Bind the new Web resource to the required email form where the changes need to be […]

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Dynamics 365 Sales data import. Anomalous materials and unforeseen consequences

, October 28, 2021570 Views

We all have imported data into CRM at some point in our life. And a part of the process of importing data is cleaning up the data the is to be imported. I am sure almost all of us have encountered some unusual data that we had to clean up and some unusual data that looks […]

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Load metadata of all entities and get Object Type Code based on Entity name in Dynamics 365 for Sales.

, August 12, 20211804 Views

In this blog I’ll be taking you over how to get the Object type Code for the particular entity based on the Entity name. Suppose we need to get object type code for different entities in a loop in an stand alone .Net application. Generally, people are writing a fetch into the loop but not […]

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

, April 30, 20212833 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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Power BI > Embed Dashboard/Report in D365 Sales with RLS – 4

, June 5, 20201670 Views

As there are various approaches to embed Power BI Dashboard/Report in D365 Sales, we might often use a different approach to achieve it only to realize that it doesn’t suit our cost or requirements. We have posted blogs describing the other 3 approaches but they have their own limitations regarding licenses or restriction of data […]

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Power BI > Embed Dashboard/Report in D365 Sales with RLS – 3

, June 5, 20201211 Views

We discovered several approaches to embed Power BI Dashboard/Report in D365 Sales, but each approach came with certain pre-requisites or cons that might not complement our requirements. Blogs posted earlier regarding the other 2 approaches either need Power BI Pro License for each user or it doesn’t filter out data according to the users and […]

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Power BI > Embed Dashboard/Report in D365 Sales with RLS – 2

, June 5, 20201307 Views

There are various approaches to share Power BI dashboard or report in D365 Sales and every approach has it’s own merits & demerits. Our previous blog describes an approach that doesn’t work if we need to restrict data from the users. I recommend you read through the previous blog first, to get the context. Now, […]

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Power BI > Embed Dashboard/Report in D365 Sales with RLS – 1

, June 5, 20201908 Views

Microsoft Power BI enables its global users to share the Power BI dashboard or report by embedding them in various applications and sites. Likely, we can also share them in our D365 Sales using Publish to Web or Embed URL. There are many ways to achieve this, but not all approaches fulfill the requirement to […]

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