Dashboard is created to get a brief overview of your report by pinning visuals to an Existing dashboard or to a new dashboard. But sometimes it might be required to pin all the visuals of your page in the report to your dashboard. This blog will guide you through how this can be achieved.

Instead of viewing dashboard and report on Power BI Web Service, we can directly view it in CRM. We need to publish the Power BI dashboard to our CRM Environment. This Blog will guide you through it can be done.

Problem Statement: Data Cleansing is always considered as a tedious task. When we have a look at our CRM systems we might find data full of duplicates, test records or blank records. A well defined approach comes in handy to systematically clean up your data. Below is the approach to clean Account data in dynamics CRM. Approach: We need to follow the below steps for cleansing the data. Step 1: Segregate the data Download the accounts data and segregate it in below sheets. Blanks Test Records Duplicates Step 2: Deactivate the test and blank records. These records are not of any use and so the right thing to do is deactivate this records. Step 3: Analyze the Duplicates For the duplicates, we will use the OOB Merge Functionality of CRM. Understanding Merge Functionality in CRM: D365 CRM has OOB functionality to merge two records. We can select the records we want to merge and then click on Merge button on the ribbon. Once we click on merge a pop up will ask us to choose the master record. The master record is the one that will remain active in the system which the other record will automatically become inactive. All the child records of this record will be moved to the Master record, also the inactive record will have a notification saying ” Merged with XYZ record”. We need to analyze our data on the below points, so that we choose the right Master record: A) Important Fields – For any records, fields like ID, Address, Name might hold significance and a record that has these fields has greater chances of being the Master record. B) Related Records- If we take an example of Account entity, it has related opportunities, contacts, projects, cases; the account record which has more no of related records can be the master records. With an Advanced Find we can get the count of related records. Analyzing the data on above points will help us decide the correct master record. Step 4: Deactivate/ Merge the records Once analysis is done, we have a better clarity for deciding the records to be merged or deactivated. Conclusion: Clean and precise data makes working with systems fast and easy. The above systematic approach for data clean up proves a boon when we have large amount of data.

Introduction: In this blog, we will learn how to set the position of Data Card in form. Steps: 1.This is the form of Quote Product. Where all the Data Card is placed one after another. 2.We want this card to be beside one another. 3.To achieve this, click on the Data Card and change X and Y property. 4.These are the X and Y of different Data Card. Conclusion: Hope the above Blog helps you to Change the Position of Data Card in Form.

Introduction: In this blog, we will learn how to set multiple search fields in a Lookup Field. Use Case: We have a requirement where there is a Field (Data Field: Lookup) on the form, which should search records according to multiple columns. The Field on the Form is a Combo Box Steps: 1. This is the form of Quote Product. We want to allow searching based on multiple column. 2. To allow searching based on multiple fields, click on the Combo Box. Items property: Set ExistingProduct.Items =  Sort(                                                    Filter(                                                        Filter(                                                               Data Source,                                                               Condition                                                              ),                                                           StartsWith(                                                                 Text, SearchText                                                      ) Or StartsWith( Text, SearchText                                                 )                                       ),                                            ColumnName                                        ) For eg: ExistingProductQPEditForm_2.Items =Sort(                                                             Filter(                                                                     Filter(                                                                                 [@Products],                                                                                 Status = ‘Status (Products)’.Active                                                                              ),                                                                    StartsWith(                                                                                ‘Product Code’,                                                                                ExistingProductQPEditForm_2.SearchText                                                                              ) Or StartsWith(                                                                              Name,                                                                              ExistingProductQPEditForm_2.SearchText                                                                               )                                                                       ),                                                                      Name                                                                 ) SearchFields property: Set ExistingProduct.SearchFields =  { “ColumnName”, “ColumnName”} For eg: ExistingProductQPEditForm_2.SearchFields = {“cf_productcode”, “name”} Conclusion: Hope the above Blog helps you to search based on multiple columns for the Lookup field.

Dynamics 365 portal helps you to provide additional support to your customers, partners, employees, and others. It helps you to stay connected and provide the necessary assistance. The best part about the whole thing is that you can get the portal if you have an active Dynamics 365  subscription. You need to follow simple steps to active the demo portal. Here are the steps that you need to follow if you want to activate the demo version.  Step # 1: Navigate and find the Dynamics 365 Administration Center. From the Office 365 home (open link: https://portal.office.com/), you need to open admin centre. Step # 2: After opening it, you need to click the applications, and then look out for Portal Add-On. Step # 3: Here you need to click ‘Manage’ and then input the following parameters Name — This names should help you to identify the portal. No need not worry much as you can change the information as and when required.  Url for the Portal (You can change this information as well later.) Select or choose the CRM instance Pick a Language Select the Administrator Pick the Audience Partners — Though they are not your employees, they will need some sort of interaction with the CRM to close deals or in delivering the services 2. Employees — You can provide the necessary support to your employees by tailoring the portal by using features such as Employee Self-Service 3. Customers —  Since they are external parties, they can benefit through your portals such as community building or customer service Pick the Portal Template  Community Partner Employee Self-Help Customer Self-Service Custom Portal Step # 4: Wait for some time – now this takes at least 20 minutes to a few hours to work. Click on Solutions Link under Instance in Admin Center under Dynamics 365 to check the status. It may show the status as ‘installing,’ if the download did not complete. In a few minutes, you will have the demo Dynamic 365 Portal working. In Conclusion Always think from the angle of your customers, partners, and employees when creating the portal. It should make their life easy. What kind of support can you provide them? This question should haunt you when creating the portal.

In this blog we will learn how to append two or more table into new table or existing table. The Append Queries in Microsoft Power BI is an equivalent of UNION ALL in SQL. Consider two sample customer table; one for CustomerOne: And Customertwo: Open Microsoft Power BI for Desktop > Get Data > Excel > the excel file. You should see this: Select tables and click on Transform Data. Now it’s time to proceed with the Append operation itself: Click the little triangle on the main “Append Queries” button. You’ll get 2 options: Append Queries – this operation would add rows into an existing table Append Queries as New – this operation will create a new output table from 2 (or more) appended tables. I’m going for this option. So, let’s see what happens after clicking the “Append Queries as New” button: You either append 2 tables like me OR you can do “Three or more”. So, keep in mind you are NOT limited to 2 tables only. One important thing to understand how the tables are actually “appended” together. Power BI looks at column names. If it finds the same columns like in my case (CustomerID, First Name, Last Name, Contact No) in both the tables, it won’t create any new columns and it will fit everything right into those 4 columns. What about Duplicates? Append Queries will NOT remove duplicates. You have to use Group by or Remove Duplicate Rows to get rid of duplicates. So, you press OK and you get the result of your operation. Now the result: Hope this helps!

This Blog will show you how you can Install and locate your Plugins in XRM new interface.

Introduction: In this blog, we will see how we can get list of users who has assigned a specific security role   Solution:  UserInfo userInfo; SecurityRole securityRole; SecurityUserRole securityUserRole; while select networkAlias from userInfo where userInfo.networkAlias exists join securityUserRole where securityUserRole.User == userInfo.id exists join securityRole where securityRole.RecId == securityUserRole.SecurityRole && securityRole.Name == ‘Sales manager(NameOfTheSecurityRole)’ { info(userInfo.networkAlias); } Thanks for reading !!!

At times you may come across issues such as database related error while trying to earn or redeem loyalty points. The way I was able to resolve it by restarting the IIS services from the life cycle services(Sandbox environment). You may need to do a full sync of retail jobs as well. In the production environment you may not have access to restart the IIS service. You may need to raise a Microsoft Support Ticket to resolve this. Before you try the above, please ensure that loyalty programs, tiers, rules are properly defined in back end HQ. Hope this helps!