Pin Excel Data to Power BI Online Dashboard
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)
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
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
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
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
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
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 :
Agile project implementation methodology at CloudFronts
We have been hearing a lot about Agile Methodology for project implementation. But, we also need to see if it is the right choice for Dynamics world. Agile in short says “Do not wait till end, rather let’s see the deliverable in pieces”. Well, that’s justified too. Clients here get to see their baby at … Continue reading Agile project implementation methodology at CloudFronts
Share Story :
Custom Auto Number for Cases
Currently in Microsoft Dynamics CRM, customer service representative creates a case to track a customer request, question, or a problem. All actions and communications can be tracked in the case entity. ID field in Case entity is automatically generated and default format is CAS-00034-Z7M9F7. This kind of Case ID will not be meaningful for many users and … Continue reading Custom Auto Number for Cases