Steps: Open Xrm Toolbox and add Tool “PowerBI option-Set Assistant” Open the tool and Click on load entities, it will load all the entities. Select the entity and field name from which we want to retrieve data, click on “Create records for selected option sets”. It will prompt that it will create new entity, click … Continue reading Load Option set from D365 CRM to Power BI data model →

While running Integration map from Salesforce to AX we might encounter blank response received but expected text/xml. In current use case existing user was deactivated and new user was added into salesforce. To fix this kind of issue we can follow below steps: Login to the salesforce environment Go to setup Following screen will open … Continue reading How to fix Client found response content type of ”, but expected ‘text/xml’ →

In this blog we are going to embed a Power BI report into webpage, to do so below are the steps, 1. Go to https://app.powerbi.com/ and create new report or we can publish already created report, in this case, we have one sample report, which contain three pages Page1: Team Scorecard Page2: Industry Margin Analysis … Continue reading Embedding Power BI reports into Webpages- Part 1 →

In this blog we going to Set which page to open when the Power BI report is embedded We can do the customization in the embed code as per requirement for the page loading. We have to open the report and click on each page and note down the URL to get page name So … Continue reading Embedding Power BI reports into Webpages- Part 2 →

Customers are crucial to the success of any business. When you build your business focusing primarily on giving the best experience to your customer, your business is going to bloom. Your profits are going to multiply each year. Dynamics 365 for customer service is one of the best ERP solutions that you can find in … Continue reading Setting up schedule-based refresh in CDS →

Error handling is very important part of any integration project, it is also very important to fix the issue when it is recognized, so it is very important to take action to resolve it earliest. In the Integration project of CDS we can setup email alert option in following way. First go to Admin Center … Continue reading Setting up email-based alert notifications for Integration Project in CDS →

Today, I will show you the Environment Setup for PSA to F&O integration with CDS. Step 1: Create the environment Open the link https://admin.powerapps.com and click to create new environment Following pop-up window will appear and enter the details and click on Create Environment, so new environment will gets created   The environment will get … Continue reading Environment Setup for PSA to F&O integration with CDS →