Latest Microsoft Dynamics 365 Blogs | CloudFronts - Page 133

Embedding Power BI Reports in CRM Online Dashboard

Posted On March 4, 2016 by Posted in

Prerequisite: Power BI Desktop Tool, Power BI Online, CRM Online and HTML Purpose of the Setup: Purpose of this setup is to embed interactive Power BI reports in CRM Online Dashboard so that it can be viewed by end users directly within CRM Online instead of login into Power BI account. Find the steps given … Continue reading Embedding Power BI Reports in CRM Online Dashboard

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Auto Complete feature in CRM 2016

Introduction In this blog we are going to discuss about the new Auto completion feature of CRM 2016. First, a disclaimer – the term ‘autocomplete’ might be a bit misleading since the field is not automatically completed but instead you can select the suggested item from the list. Requirement To use the Country text field … Continue reading Auto Complete feature in CRM 2016

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Mobile Controls in Dynamics CRM 2016

Posted On February 12, 2016 by Posted in

Introduction Microsoft Dynamics CRM 2016 introduces new mobility features to enhance and increase the user experience for CRM apps for both Tablet and Mobile. In our today’s blog, we will go over the mobile controls in CRM 2016. Mobile Controls In Dynamics CRM 2016, Microsoft introduced 15 UI controls that can replace standard data entry … Continue reading Mobile Controls in Dynamics CRM 2016

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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

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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

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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

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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

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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)

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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

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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

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