Latest Microsoft Dynamics 365 Blogs | CloudFronts - Page 130

Change Primary Address of Account/Contact records in Microsoft Dynamics CRM

Introduction In CRM, an account or a contact can have more than 1 address out of which primary address is shown on Account/Contact form in address fields. This blog explains how can we set any other address as a primary address and show on the form. Requirement: An account can have more than 1 address … Continue reading Change Primary Address of Account/Contact records in Microsoft Dynamics CRM

Share Story :

Publishing Power BI Reports to Web

Posted On February 5, 2016 by Posted in

Prerequisite: Power BI Online report and a sample HTML webpage Purpose of the Setup: Purpose of this setup is to embed interactive Power BI visualizations in your blog or website and share the stunning visuals through your emails or social media communications and reach millions of users on any device, any place, for an engaging … Continue reading Publishing Power BI Reports to Web

Share Story :

Pin Excel Data to Power BI Online Dashboard

Posted On January 28, 2016 by Posted in

Prerequisite: Microsoft Excel, Power BI Online Service, Power BI Publisher for Excel Power BI Publisher for Excel: With the help of introduction to Power BI publisher for Excel, we can now easily share key Excel insights directly to Power BI online. Using this feature PivotTables, charts, cell range from Excel sheet can be easily shared … Continue reading Pin Excel Data to Power BI Online Dashboard

Share Story :

Open Table Browser with different legal entity in AX 7

As developer, we work on different legal entities to customize data. Generally, DAT is the default entity in AX 7 but we wonder how to use data of other legal entity. In this article, we will tell you how to open Table in Table browser in Visual Studio with different legal entity (USMF) by modifying … Continue reading Open Table Browser with different legal entity in AX 7

Share Story :

Convert Email in Queue to Case (Interactive Service Hub in CRM 2016)

Posted On January 20, 2016 by Posted in

Introduction This blog would help to understand how to create a case from an email in the queue in Interactive Service Hub, CRM 2016. Here the User need not need to create a case Manually for the issue reported in the Email coming in Queue.   Ever since using the Interactive Service Hub from the … Continue reading Convert Email in Queue to Case (Interactive Service Hub in CRM 2016)

Share Story :

Mobility Feature in CRM 2016 – Task Based Experience

Posted On January 19, 2016 by Posted in

Introduction This Blog post tells users about one of the Mobile features in CRM 2016. Task Based Experience enables users to focus on tasks and not on records. So data from multiple entities are brought together as a single user experience. Here user do not have to navigate on multiple entities for performing a single … Continue reading Mobility Feature in CRM 2016 – Task Based Experience

Share Story :

Document Generation in Dynamics CRM 2016

Posted On January 15, 2016 by Posted in

In this article, we will review the new and improved out-of-the-box capabilities to generate documents that contain data from CRM records. Users can now create Word and Excel templates for letters, agreements, quotes, invoices and other, in just a single click! Out of the box Templates Out of the box, here are the templates Microsoft … Continue reading Document Generation in Dynamics CRM 2016

Share Story :

Complex Power BI Reports using DAX Functions

Posted On January 12, 2016 by Posted in

Prerequisite: Power BI Desktop Tool and knowledge on DAX functions Purpose of the Setup: To learn how we can leverage DAX functions to create complex Power BI reports. Here we will be looking at different DAX functions for the below mentioned reports in Power BI; Calculate and compare Sales Figure by Day Calculate and compare … Continue reading Complex Power BI Reports using DAX Functions

Share Story :

Known issue when using Web API with Alternate key feature

Posted On December 21, 2015 by Posted in

Introduction With the release of Web API, Dynamics CRM now allows developers to build robust solutions and integrations using modern REST APIs consumed through OData. While working on a CRM customization by leveraging the Web API, we found an issue that causes the API to stop working when we use the Alternate Key with the … Continue reading Known issue when using Web API with Alternate key feature

Share Story :

Power BI Connectivity to PostgreSQL

Posted On December 2, 2015 by Admin Posted in

Prerequisite: Power BI Desktop Tool, PostgreSQL Database, pgAdmin III, Visual Studio 2008 or higher Introduction Power BI supports connectivity to different databases such as SQL Server, MySQL, Oracle and many more (list of all supported databases given here ). By providing necessary details such as server name, database name, username & password, you can easily … Continue reading Power BI Connectivity to PostgreSQL

Share Story :

SEARCH BLOGS:

FOLLOW CLOUDFRONTS BLOG :