Introduction: Let’s consider a scenario where we need to raise an expense entry for a Fixed Bid project. PSA by definition does not charge for expenses. If you want to have fixed price for the project and expense to be charged for other things, you need to do it via adjusting the contract. Steps: Follow … Continue reading Raise and expense entry for a Fixed Bid Project in D365 PSA →

Introduction: When content reaches the end of its retention period, there are many reasons that you might want to review that content. You might need to assign a different retention period, suspend the deletion, etc. A disposition review includes only content in SharePoint sites, OneDrive accounts, and sites for Office 365 groups. A disposition review … Continue reading Dispositions in Office 365 →

Introduction: Supervision lets you define policies that capture email and 3rd-party communications in your organization so they can be examined by internal or external reviewers. For creating Supervision policy, one must made add himself to the Supervision review role group so that they can set up policies. Go to Office 365 admin center > Security … Continue reading Supervision in Office 365 →

Introduction: In this article, we will learn how to configure Live connection for Analysis Services in Power BI. Requirements: Power BI Licence SQL Server Analysis Service Power BI Gateway (Refer this link to configure Power BI Gateway) Steps to Connect Analysis Services Live in PowerBI Open PowerBI Desktop Click Get Data and Select Analysis Services … Continue reading Analysis Services Live Connection in Power BI →

Introduction: In this article, we will learn how to configure Live connection for SQL in Power BI. Requirements: Power BI  Licence SQL Server Database Engine. Power BI Gateway (Refer this link to configure Power BI Gateway) Steps to Connect SQL Live in PowerBI: Open PowerBI Desktop Click Get Data and Select SQL Server. In the … Continue reading SQL Live Connection in Power BI →

Do you feel like the vast majority of your information lives in Excel spreadsheets? Joining deals with that, as well, Microsoft dynamics nav upgrade improves your operational productivity so you have all the more convenient information. This permits you to know things quicker like when to move stock from area to another, when to markdown … Continue reading Setup UserName authentication in Dynamics NAV →

Introduction: By default, Dynamics 365 online sets user time out 24 hours. In that case a user not required to login in up to 24 hours regardless or active or inactive. Applicable for- Applies to Dynamics 365 (online), version 9.0 Microsoft Dynamics CRM 2016 (on-premises, version 8.2) Microsoft Dynamics CRM 2016 (on-premises, version 8.1) User … Continue reading Session Time out in Dynamics 365 →

Introduction: In this blog article, I will talk about the November Updates for PowerBI Desktop. Conditional Formatting based on Rules: You can now set the colour of the text based on a predefined rule depending on your business logic. This enables you to colour-code your data based on a set of rules that you set … Continue reading November 2017 Updates for PowerBI Desktop →

Introduction: In this blog article, we will be showing how use fetch XML to retrieve multiple records with the new Web API in Dynamics 365 version 9.0 Implementation: Step 1: The retrieveMultipleRecords() method retrieves a collection of entity records. The basic syntax is as follows: Xrm.WebApi.retrieveMultipleRecords(entityLogicalName,options,maxPageSize).then(successCallback, errorCallback); Here the options parameter refers to the query … Continue reading Retrieve Multiple Records using Web API in Dynamics 365 version 9.0 →

Introduction: In this article, we will learn how to successfully connect to Analysis Services in Power BI for Live Connection. Checklist for Connection: The Domain Account must be a Server Admin in Analysis Server. Right Click on the Analysis Server > Select Properties > Select Security > The domain account must be added/present here.   … Continue reading Analysis Services Connection Configuration in Power BI for Live Connection →