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Category Archives: Dataverse

Gain Business Insights faster by generating Power BI Reports quickly with just 1 click in Dataverse

Hi All, I’m going to show a useful feature that you can leverage to view and create instant Power BI visuals that is generated automatically based on the current view. Documentation Link Just an example: How it looks Steps to achieve this: Step 1: You need to enable this feature in Model-Driven App itself Edit Model-Driven App -> Settings -> Features -> ‘Enable Power BI quick report visualization on a table‘. Save and publish the settings Note: You also need ‘TDS endpoint‘ enabled in the environment feature settings Step 2: Refresh your browser and navigate to any table records view ( I took cases in the example) Step 3: Click the ‘Visualize this view‘ button on the command bar Note: You need to add the necessary columns in the current view if you want to show those columns in Power BI Reports Step 4: You can now see the Report generated automatically within a few mins. You can save these Reports if all necessary information is displayed here. Hope this helped you get faster Business Insights with auto-generated Power BI visuals.

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How to use Dataverse Global In-App Notification for Real-Time Notification in Model-Driven PowerApps

Hi All, Have you ever wondered how to use Dataverse In-App notification that can be helpful in many scenarios, I’ll give an overview of the usage with a use-case. Documentation Link Business Insights in Real-Time – Documentation This is the In-App Notification Let’s see how to create such an In-App notification Step 1: In order to use this In-App notification, we need to enable it. -> Go to Editor of Model-Drivel App -> Click on Settings -> Click on ‘Features’ -> Enable ‘In-App Notification’ Note: This In-App notification creates records in Dataverse, therefore the storage will be consumed. There’s also a time-based auto-deletion that can be configured by Admin. Step 2: Save & Publish your Model-Driven App. You will see a Bell Icon on the top-right of the App. Step 3: Now, we will create the notification. There are 3 ways to create the notification, Using JavaScript -> will be using in this example Using C# Plugins (Dataverse SDK) Using HTTP Request (Web API) Step 4: As example, I will be sending a Notification to me but you can configure it to send to anyone in the organization. Note: You must have the necessary permissions to do so, Admin can configure these privileges by customizing Security Roles for the ‘app notification‘ table Refer what type of format you want to display from the documentation link provided above Step 5: I’ve created a Web-Resource that triggers when I manually close the case, So when I close a case, here’s the output. Note: You can automate these and send to anyone.Some examples are:1. Automatic send Notification of new case created to assigned person.2. Automatic notification to the Team whenever a critical ticket is raised.3. Apart from these, you can have notification whenever a Business critical flow has been failed. Some of the best ways to use is with having rich user experience with Icons and formatting options that are available to use.Icons, font styling and mentioning anyone That’s how we can achieve In-App notifications. Hope this helped you!

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