Background: In Dynamics CRM, one of the common requirement customer have is to Run a report and save the copy of the report (PDF/ Word/ Excel) as notes/ attachment on the record or send the created document as email attachment to customer. Sounds an innocent requirement, right? With CRM online, it is NOT. What we … Continue reading CRM Tip: Automatically Creating document from Word Template and attaching to Record →

Introduction: In this blog, we will have a look on new updates on Business Process flow. Previous Release Updates: Business Process Type Run process as a task flow (Mobile) Run process as a business flow (Other clients) New Designer New Toolbar introduced with edit buttons, connector, new snapshot button to take screenshots of your business … Continue reading Business Process Flow enhancements- Dynamics 365 v9.0 →

Introduction: This blog explains how to add learning path to your solution. Prerequisites: Dynamics 365 (online – latest version, or Dec 2016 update installed). Steps to be followed: Steps for enabling learning path Steps for adding users to Learning Path Authors Creating Learning Path content Stpes to create Guided Task Steps to create Sidebar 1. Steps … Continue reading Creating Learning Path for Dynamics 365 →

Introduction: In this blog, I will be giving an overview about access teams and a quick demonstration of the same. Brief Description : Access teams provides a way to share records between different functional teams without having to change or update the base security rule in Security roles. Access teams does not mean ownership of … Continue reading Access Teams →

Introduction: There may arise a situation where we may want to link one report to a more detailed report dynamically in Power BI. Although we can link dashboards to reports and also provide a custom link for a tile in a dashboard, report to report linkage is currently not a feature available in Power BI. … Continue reading Dynamic URL Filtering on Power BI →

In our day to day life we are more concern about our data security and sensitive information’s when we fill out some purchase form and other billing application which requires your Credit card and other personal information. This data can be viewed easily in the backed users if it’s not secure controlled. SQL Server 2016 … Continue reading Dynamic data masking in SQL SERVER →

Introduction: Sharing policies enable users to share calendar information with different types of external users. Sharing polices are assigned to mailboxes and allow users to share their free/busy information with recipients in external Office 365 organizations. Creating a sharing policy in Exchange Online. Allow users to share calendar information and contacts with external organizations. Navigate to … Continue reading Calendar sharing in Exchange Online →

Introduction: In this blog article, I will demonstrate how to enable ArcGIS in PowerBI, its features and how to use it to display data. The ArcGIS Visual, created by Esri, displays data in a unique and immensely customisable way. The Visual allows the User to select the type of map, various ways to represent data … Continue reading PowerBI Visuals: ArcGIS →

I tried many ways to figure out why the “Project Information” form is not opening in Opportunity when a lead is Qualified in D365 PSA. I tried manually opening the “Project Information” form on Opportunity, but, it turns back to default “Opportunity” form. I figured out lastly that the tweak was with one of the … Continue reading How to ensure we open Project Information form when the Lead is Qualified in D365 PSA →

Introduction: In this article, we are going to learn how to embed Power BI Tiles in your Dynamics 365 / CRM Dashboards. Steps: Sign-in to Microsoft Dynamics 365 as a user with the system administrator security role Go to Settings > Administration > System Settings. On the Reporting tab in the Allow Power BI visualization … Continue reading Power BI Tiles Embedded in Dynamics 365 Dashboards →