Tag: MS Dynamics CRM
Power BI > Embed Dashboard/Report in D365 Sales with RLS – 3
Inkey, June 5, 20202000 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 […]
Read morePower BI > Embed Dashboard/Report in D365 Sales with RLS – 2
Inkey, June 5, 20202039 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, […]
Read morePower BI > Embed Dashboard/Report in D365 Sales with RLS – 1
Inkey, June 5, 20202851 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 […]
Read morePower BI > How to fetch Dynamics 365 CE data
Inkey, September 20, 20196786 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 […]
Read moreImportance Of CRM Systems And Cloud Based Intelligence Tools For Any Business
Ankit Shah, October 10, 20172140 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 […]
Read moreA Devotee of Dynamics CRM
Ankit Shah, June 16, 20174880 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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