Introduction: Zapier is an Integration tool which allows users to connect various Web Apps.  Zapier is used for simple small scale integration purpose. In this article, we will learn how to create a basic Zap (Integration Process) for Integrating Accounts from Salesforce to Microsoft Dynamics CRM. Pre-requisite: Salesforce Microsoft Dynamics 365 CRM Zapier Steps: Login in to your Zapier. First Step is to create connection for your Source and Target Systems. Click on ‘Connected Accounts’ Tab for creating Source and Target Connections. After selecting the connector, you will be prompted to enter credentials to connect to the systems.List of all the Connected systems/ Apps will be displayed under My Connected Accounts. You can Test, Reconnect or Disconnect the Connections.  Now Click on ‘Make Zap’ to create your new Zap i.e. Integration process definition. Choose the Trigger App. i.e. your Source. Here, we are using Salesforce as our Source. Choose Trigger. i.e. Select an event, based on which you want your Zap to execute. Here, Creation of new Account in Salesforce should execute the Zap; so, we have selected ‘New Account’ Select your Salesforce Connection. You Test your connection by clicking on ‘Fetch & Continue’. If the test is Successful, you can even view the record which is fetched by clicking on ‘view your account’ After setting up the trigger, we have to setup Action. Now, we have to select our target system. Here, we are Microsoft Dynamics CRM as our target. Choose an Action. i.e. Create or Update operation you want to perform on target. Here, we will select ‘Create Account’ since we want to create an Account in CRM which is integrated from Salesforce. Choose your Microsoft Dynamics CRM Connection. Now we have to Map fields of Source fields to Target fields. Click on  target field to get drop for list of source fields. Map all the required fields. After Mapping all the fields, press continue to Save the mappings. Then you can test the Mapping by clicking on ‘Create & Continue’. This step will create the new record in target per the Mapping and data that is fetched from Source in step 7. You can view the record created by clicking on ‘view your account’. You can click on button add more actions or Click on ‘Finish’ button Name your Zap and Turn it on.You are all set for Integration!!

In this article, we are going to compare features of Microsoft Flow and Zapier. Real Time Integration: Microsoft Flow: Flow gets automatically triggered based on create/update/delete record defined in the workflow. Note: Triggers for Create, Delete and Update are available Zapier: Zap gets automatically triggered based on create record defined in the workflow. Note: Trigger for Create is available Scheduled Integration: Microsoft Flow: Flow can be scheduled by day, hour, minute, seconds. Recurrence action is used for the same. Zapier: Zap cannot be scheduled. It can only be triggered on Creation of new record. Triggers: Microsoft Flow: Triggers can be specified for any entity. Zapier: Triggers can be specified for limited entities. For example: For Dynamics CRM, the trigger can defined only for Contact, Opportunity, Lead and Account. Lookup Action: Microsoft Flow: Records can be looked up using GUID / Unique Identifier of the record. We can look up to any entity. Zapier: Lookup record i.e. Search in Zap is different for different Connections. Only few Entities is provisioned for Search Criteria for Search can be based on all fields or one field based on Connectors (Explained below with example) Search value can dynamic i.e. values can be retrieved through previous steps. For Example: Search for Salesforce can be based on any field For Dynamics CRM, condition for Search for Contact is based only on email address. Conditional Workflow: Microsoft Flow: Various flow control can be setup in Flow like if-else, switch-case, do-until, etc. Zapier: Logical conditions setup is currently not available in Zap. Filters: Microsoft Flow: Source records cannot be filtered. Zapier: Filter feature not available. Data Formatting: Microsoft Flow: Data fetched from Source cannot be formatted before sending to target. Flow supports simple one-to-one mappings. Zapier: Data fetched from Source cannot be formatted before sending to target. Zapier supports simple one-to-one mappings. Execution History: Microsoft Flow: Errors can be monitored in Activity section in Flow. Errors cannot be handled inside a Flow. Zapier: Errors can be monitored in Task History section in Zapier. Errors cannot be handled inside a Zap Debug: Microsoft Flow: Debug feature is not available for a Flow. Though, after execution you can get output of each step Zapier: Debug feature is not available for a Zap. Though, after execution you can get input and output of each step. Conclusion: Summary for the Integration Tools: Microsoft Flow vs Zapier. Features Microsoft Flow Zapier Real-Time Integration Yes Yes Scheduled Integration Yes No Execution History Yes Yes Error Handling No No Debug No Get output of each step after execution No Get output of each step after execution Triggers Create/Update/Delete Only for Create Lookup Action Immature Mature than Microsoft Flow Filters No No Conditional Workflow Yes No Data Formatting No No  

In this blog article, I will explain about the new updates of Power BI related to Relative Date Slicer. In this introduce a new feature in date as Relative Date Slicer. In this update they previewing a relative date slicer, which lets you filter based on the last 1 or more years, months, weeks, or days. This makes date slicers much more powerful, as you can always filter your report to the latest data. We can choose the Relative option from the list of available date slicer types. Once you select relative from the list, you will be able to specify the date to filter by. We have following seven options to display data: Days Weeks Weeks (Calendar) Months Months (Calendar) Years Years (Calendar) If you pick an option marked with (Calendar), the filter will be based on calendar periods. For example, if you filter to 2 years, data from the last 2 years from today’s date will show. If you filter 2 years (Calendar), data from the last 2 completed calendar years will show. We show the dates used for filtering under the slicer, so you always know what data you are looking at. You can also switch to filter to this period or the next period. By default, the date range includes current date i.e. today’s date, but we can override this in the formatting pane for the visual: This is useful if your data hasn’t refreshed today and you don’t want to include data from incomplete days. Turn on this feature through File > Options and settings > Options > Preview Features > Relative date slicer.

Introduction: This blog explains how to define relationship between Entities in Scribe Connector CDK. Problem Statement: We often get requirement from Client to define relationships between entities in custom Scribe Connector Solution: Below is code snippet which explains how to define relationship between Customer and Contact. Step 1: Define child enity (Contact) Object definintion and add to objectDefinitions Step 2: Define parent enity (Customer) Object definintion Step 3: Define relationship between entites, points to remember as below: ThisObjectDefinitionFullName property set parent entity name RelatedObjectDefinitionFullName property set child entity name RelationshipType property set direction as “RelationshipType.Child” ThisProperties & RelatedProperties property should be same in both Parent and child entity. Step 4: Add relationship to parent entity(Customer) and add parent entity(customer) to objectDefinitions. Conclusion: Hope above scenario of defining relationship between entities help in real scenario of development.  

This is an awesome feature, which helps to capture the signature on mobile and tablet devices. Display the signature on the report: We can create report which will display an image captured by Pen control. Before moving towards the solution, mentioned below are the steps to setup the environment/Pen control. We added one multi-line text field on order form and configured it to use a Pen Control on phone and tablet app. Data stored in base64 value: When we draw something using pen control on tablet and mobile device, it is stored in the background, in encoded characters in the same multiline text field, as shown below. “data:image/png;base64,iVBDLSJDFASSKSDLKSLKNSLD/SDFSF…” In order to show the actual image/signature in the report, we just need to perform a nifty trick. Add that multi-line text field in your dataset. Insert image control and setup image properties as shown below. Image Source: Select “Database”. Use this field: add expression as follow, “IIF(NOT IsNothing(Fields!new_customersignature.Value),Fields!new_customersignature.Value.ToString().Split(“,”).GetValue(1),””)” **** Here we are just taking the encoded characters by splitting the field by comma “,”. We are excluding “data:image/png;base64,”. Use this MIME type: Select “image/x-png”. This setting results in pen control image in the report,

In this blog article, I will explain you how to develop and deploy an OLAP Cube. This article is help to learn creation of OLAP Cube in SSAS. An OLAP cube is a technology that stores data in an optimized way to provide a quick response to various types of complex queries by using dimensions and measures. Step 1: Start Analysis Project Click on File -> New -> Project -> Business Intelligence -> Select Analysis Service -> Analysis Services Multidimensional and Data Mining -> specify name for the project -> click Ok. Step 2: Creating Data Source In Solution Explorer, right click on Data Source -> Click on New Data Source -> click Next -> click on New button. For Creating a new connection: 1)  Specify Your SQL Server Name 2)  Select the log on option 3)  Select the database name from the server Then click on Next -> Next -> Assign name for Data Source  -> Finish. Step 3: Creating Data Source View In the Solution Explorer, Right Click on Data Source View -> Click on New Data Source View -> Select Relational Data Source which we have created in Step 2. -> Click on Next. First move your Fact Table to the right side to include in object list. Select Fact Table in Right Pane (Fact product Sales) -> Click On Add Related Tables Then click on Next -> Finish Data Source View is ready. Step 4: Creating New Cube In Solution Explorer -> Right Click on Cube-> Click New Cube -> Click on Next -> click on Use existing tables -> Next. Select Fact Table Name from Measure Group Tables -> Click Next. Choose Measures from the List which you want to place in your Cube -> Click Next Then click Next -> Next -> Assign Cube name -> Finish. Your Cube is ready and you can see the newly created Cube and dimensions added in solution explorer. Step 5: Deploy the Cube In Solution Explorer, right click on Project Name -> Click Properties. Specify the target Server name and server mode. In Solution Explorer, right click on Project Name -> Click Deploy Once Deployment will finish, you can see the message Deployment Completed in deployment Properties.  

Introduction: Recently, I had encountered an issue with embedded images in a report. I had one image in two format, i.e. PNG and JPG. In the report viewer, both the image format was working fine; but when I saved the report in PDF format, PNG image was properly displayed and JPG image was distorted. In this article, we are going to discuss how to resolve the issue of distorted image in PDF. Images in Report Viewer: Images in PDF: Resolution: 1. Check JPG Image properties: Images with following properties do not render correctly: Image with CMYK Colorspace or Image with extended color profiles or Both For more reference, Click here Check Extended color Profiles Photoshop CC: Open the JPG file in Photoshop and it will tell you if the color profile is missing or does not match your working profile. Jeffery’s Image Metadata viewer: Open link: Jeffery’s Image Metadata. Choose your JPG Image file and click on View Data. Check Color Embedding. (Here, unrecognized embedded color profile) Check Image Colorspace Photoshop CC:  Open the JPG file in Photoshop, you can see the image properties in the Name Tab. (Here,CMYK/8) Jeffery’s Image Metadata viewer: Open link: Jeffery’s Image Metadata Choose your JPG Image file and click on View Data. 2. Change JPG Image Properties: Remove Extended color Profile: Open the JPG file in Photoshop. Navigate to EDIT→Assign Profile→Don’t color Manage this Document. Change Image Colorspace: Open the JPG file in Photoshop. Navigate to IMAGE→MODE→ RGB Color Results: After the change in image properties the JPG Image will be properly rendered in a PDF.

In this blog article, I will explain you on how to Embed POWER BI reports inside of your custom web app. Below are the steps to connect over Power BI Embedded: Create the Workspace collection inside of azure portal Stored PowerBi access key for the workspace Workspace creation using Rest API solution file (download from github) Import powerbi pbix file on the same workspace ID Deploy embedded page using visual studio Iframe the  web page url insdie of your web app Let’s walk through the steps to build a Work space Collection using the Azure Portal. Open and sign into Azure Portal. Click + New on the top panel. 1.    Under Data + Analytics click Power BI Embedded. 2.    On the Work-space Collection Blade, enter the required information. For Pricing, see Power BI Embedded pricing. 3.    Click Create. The Workspace Collection will take a few moments to provision. When completed, you’ll be taken to the Work-space Collection Blade. So from this window please copy work-space collection Name and Subscription ID in the notepad for further use. We also need to copy PowerBI API access key for this workspace collection.       Now we need to generate workspace report and dataset using visual studio solution file which you can download from github. After downloding the file you need to ope “PowerBI embedded” soln file. In the solution file you can found 2 projects, Provision Sample: Used for build-up workspace and import pbix file to azure workspace collection EmbedSample: After importing PBIX this project used for deployment of web page url First we need to run the Provision sample project,It will generate one CMD window when you are going to run it. Here you can find different option for the activity, we already done with workspace collection name inside of azure portal so now we need to choose step 5 for creating workspace. Once you select step 5 it will ask for “Workspace Collection Name” and we need to type exact name which we created in azure portal. After that it will ask for access key and that key is your POWERBI API access key which we copied earlier. After this steps you need to select option 6.” Import PBIX Desktop file into an existing workspace” in the above cmd window. Now it will ask for Dataset Name and path of the PBIX file which you want to embedded inside of Web APP.Datasetname should be any user-friendly name for your reports. And it start importing our PBIX file into azure workspace collection. After succeeding this process, we need to select embed sample project inside of visual studio and required to change some information inside of web config file. Based on the above image we need to provide couple of information inside of web config file. Access key: it is POWERBI API Access key which created on azure porta Workspace Collection: Name of the Workspace collection we created in step 1 Workspace ID: this id you will get on cmd window when doing step 5 So, after doing this changes we need to run this project file and it will open new browser window with Power BI embedded reports inside. You can copy that url and iframe it inside of your Web APP. It will look like below:      

In this blog article, I will explain about the new updates of Power BI related to New Matrix Visual Preview and its enhancements. In these we introduce a preview of a new matrix visual. This is the new version of the matrix as a separate matrix visual so we can test out the new experiences without impacting any of our other visuals or Reports.   Benefits of this new matrix include: Performance improvements Drilling into hierarches Stepped layout Cross highlighting and filtering from matrix headers and cell contents In the new matrix preview, we can Go to next level in the hierarchy Expand all down one level in the hierarchy Drill Down When we create a hierarchy we will see only the top level by default and can drill into lower levels. We can drill into the row headers using the drill buttons in the visual menu or we can right click menu. Using the Go to next level in the hierarchy option we will move to the next level of the row hierarchy. Using the Expand all down one level in the hierarchy option we will show multiple row header levels at once. We can also turn on Drill Down and drill into one specific row header. We can also use right click menu to do all these drill actions on both row and column headers. In matrix visual we can Sort a column, Word wrapping and  resize the column width. i) Column Sorting We can sort the matrix visual by the total and row headers ascending or descending. ii) Column Resizing We can minimize or maximize the size of the column iii) Word Wrapping We can word wrap column headers, row headers and values in the matrix preview.

In this blog article, I will explain you that using Power BI, you can easily connect to your Salesforce.com account. Creating this connection and it will give list of Entity to choose for your dashboards. Below are the steps to connect over Salesforce Objects: Open Power BI Desktop tool and select Salesforce object from Get Data option. Once you select Salesforce objects it will ask for the selection of business account details, Select Production URL. Select sign in to initiate the login flow. So here you need to use your company production Salesforce account or you can use trial account for the same. Once you entered userid and Password click Allow so PowerBI can access your basic Salesforce information data. Select Required Entities tables from the List. Based on above list you need to select required Tables checkbox and load those entities inside of Power BI desktop tool Design Dashboard and Publish to PowerBI online account Once we load all entities inside of PowerBI desktop it gives facility to set relationship and define certain DAX function or Measures. Using all this tables we can design any kind of dashboard or report related to Salesforce data entities.