Power BI – Union in DAX
In Power BI, through DAX we have the ability to combine 2 tables. We can do this using the UNION function. In…
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Practical guides, tutorials, and insights on AI, agents, Microsoft technologies, enterprise applications, and communication.
Dynamics CRM Duplicate Detection
Dynamics CRM has built in duplicate detection capabilities to keep your data clean. Let’s look at how these work. Go to Settings->Data…
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Dynamics CRM Goals
Dynamics CRM has the ability to manage goals. This allows managers to review team and individual goals across different timelines. Goals are…
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Power BI Dynamics 365 Content Packs Source Code
There are 3 Dynamics 365 content packs for Power BI that Microsoft has provided the PBIX files for download. These files are…
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Dynamics 365 Cases
To create a new case, or issue, in Dynamics 365, go to the Services menu and select Cases: Here, you will see…
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Dynamics 365 Bulk Delete Jobs
Dynamics 365 has the ability to schedule data for deletion. To do this, go to Settings->Data Management: Select Bulk Record Deletion: Click…
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Upgrading Unified Service Desk
To upgrade Unified Service Desk, go through the following steps. First, download the latest Unified Service Desk from the Microsoft link: https://www.microsoft.com/en-us/download/details.aspx?id=50355 Check…
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Install Power BI Dynamics 365 for Sales Content Pack
To install a Dynamics 365 Content Pack for Power BI, go through the following steps. First, log into powerbi.com. Then, select the…
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Power BI Service and Importing and Uploading Excel Spreadsheets
Here we will look at how using Excel spreadsheets as datasources works with Power BI. Let’s start with a spreadsheet we have…
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Power BI Groups, Sharing and Editing Reports
Let’s say you create a report and dashboard, and you want to share that with other users in your organization. You may…
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Power BI Updating Reports and Content Packs
Let’s look at what happens when you create a report in Power BI Desktop and you then update the report, after a…
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Dynamics 365 Entities – Enabling and Disabling Features
When you create a new entity in Dynamics 365, there are some restrictions as to what you can disable if they were…
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