In this blog article, we will explain about the new updates of Power BI related to Date Slicer, Top N Filter and Data label improvements. In Date slicer, earlier there were only one option to show the data i.e. list. But now we have four option as before, after, between and list. Means we will … Continue reading Power BI new updates: Date slicer, Top N Filter and Data label improvements →

TIBCO Cloud Integration AX Connector is compatible with Dynamics 365 Operations. Connecting to D3fO is similar to that of Microsoft Dynamics AX. Prerequisite: Dynamics 365 Operations Development environment. TIBCO Cloud Integration Subscription. Global admin credentials in Azure: Registering ERP application in Azure. Steps: Login to TIBCO Cloud Integration URL: https://app.scribesoft.com/ Create a new connection by … Continue reading Connecting to Dynamics 365 Operations through Scribe →

Scribe Insight is widely used for Integration between On-Premise and Online Applications. (Example Microsoft Dynamics CRM online 2016 and AX 2012) Scribe is also used for data migration between CRM systems. (Example CRM 4.0 On-premise to CRM 2016 Online) Below are the list of the useful tips and tricks that can be handy while you … Continue reading Useful tips and tricks for Scribe Insight →

As a BI resource you may often be asked to design and develop SSRS reports. While these SSRS reports development is straightforward, sometime we get host of issues that irritates and create bad impression of report developer. Below is one such issue that I came across and resolution to get around it. Issue 01: When … Continue reading SSRS reports Issues and tips and tricks to get around them (Part 1) →

Prerequisite: Latest CRM Update1 version environment account (purchase account not in trial account), Power BI account Purpose of the setup: Embed Power BI tile in CRM dashboard. Procedure: Here we have a CRM Update1 purchase account where I will be demonstrating the new feature in CRM where we can embed Power BI tiles in CRM … Continue reading Add or Edit Power BI Tiles in CRM Dashboard →

Prerequisite: Power BI Desktop Tool, Power BI Online Service Purpose of the setup: Purpose of this blog is to demonstrate USERNAME () function with Row Level Security (RLS) using Power BI to get the dynamic security when users login. Procedure: To demonstrate this, we have created a Power BI Desktop file and published it to … Continue reading Login Based Security in Power BI →

Consider a scenario where we want the Invoice generated in Microsoft Dynamics CRM to be saved in an ERP. In this article, we will migrate the invoice that is generated in CRM to Dynamics NAV using TIBCO Cloud Integration as Integration Tool. Prerequisite: CRM Online environment Dynamics NAV TIBCO Cloud Integration subscription TIBCO Cloud Integration … Continue reading Migration of Invoices from Microsoft Dynamics CRM to Microsoft Dynamics NAV →

Prerequisite: Power BI Desktop Tool, Power BI Online Service Purpose of the setup: Purpose of this blog is to demonstrate Row Level Security (RLS) using Power BI Procedure: To demonstrate this, we have created a Power BI Desktop file and published it to Power BI Online account. Before starting, let us assume a scenario where … Continue reading Row Level Security using Power BI →

Prerequisite: Power BI Desktop tool, SQL Server Database Purpose of the setup: Purpose of this blog is to demonstrate connecting SQL as a data source to Power BI Desktop Tool using Direct Query Mode. Procedure: To get this done we have created a Power BI Desktop Tool file with source data of SQL file connected … Continue reading Enhancements to Power BI Direct Query Mode →

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 →