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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, 2021220 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, 20211279 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, 2020931 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, 2020632 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, 2020727 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, 20201167 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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Power BI > How to fetch Dynamics 365 CE data

, September 20, 20193281 Views

Power BI provides several different ways to fetch data from Dynamics 365 CE and today I will share my know-how on them. 1. Dynamics 365 Online Connector This method is mostly used to fetch data from Dynamics 365 CE. Initially, this was the only method to fetch data from CE. To use this, go to Get […]

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Importance Of CRM Systems And Cloud Based Intelligence Tools For Any Business

, October 10, 20171368 Views

CRM systems and cloud-based intelligence tools are really important for the businesses these days. Out of the numerous CRM software systems available these days, the Microsoft Dynamics CRM is one of the most popular choices. This CRM system offers both mid-market and growing companies a strong platform to manage the data and business relationships associated […]

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A Devotee of Dynamics CRM

, June 16, 20173230 Views

A Dynamics CRM expert, Ankit is passionate about writing on Microsoft Dynamics CRM. Going through his blog posts you will come across posts that talks about, how you can maximize your ROI, improve customer relationships, take better and more informed decisions, get tailored and fully customized solutions for your needs. Choose from topics ranging from […]

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