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The Power BI API contains many useful features if you’re looking to interact with Power BI at the API level. In order to use it, we need to register an Azure App first. In this post, we will look at how to do this. There are 2 options of how to register an Azure App – through the Azure portal and through the Power BI service. Let’s start with the … Continue reading How to Register an Azure App to Use with Power BI
In this post, we will look at how to refresh a Power BI dataset using the Power Automate (Flow) mobile app. We previously looked at how to refresh a Power BI Dataset using a Power Apps Canvas App. When using Power Automate, it’s even easier. First, log into Power Automate at https://flow.microsoft.com/. Create a new Instant – from blank Flow: Give the flow a name, e.g. Manually Refresh Power BI Dataset. … Continue reading Refresh a Power BI Dataset with a Button Using the Power Automate Mobile App
Imagine a scenario where your Power BI dataset does not show the latest data, for example, if you are in between a scheduled hourly or daily refresh, and your boss needs to see the latest and greatest data in a Power BI report. And, you’re out on the road. There’s a few ways to solve this problem (in another post I show building a Power Automate button). In this post, … Continue reading Build a Power App Mobile App that Displays and Refreshes your Power BI Data with a Button Click
In this post, we will look at Unified Service Desk Event Parameters that can be used to help with building business logic into your USD apps. Event Parameters are parameters that are populated as a result of a USD event occurring. When used with action calls when events run, they can be used like other parameters in USD. Let’s look at how they work. In my USD environment I have … Continue reading Using USD Event Parameters To Help With Business Logic
In this post we will look at sending input variables and getting output variable responses from an Action in Dynamics 365 Power Apps called through the Web API using Postman. If you haven’t already, set up the Postman client and connect to Dynamics 365 / Power Apps. This can be useful in troubleshooting Web API calls. Under Processes, let’s create a new Action called OutputTest, of entity None (global): In … Continue reading Sending an Input Variable and Getting an Output Variable from a Web API Action Call using Postman
There may be cases where you need to set a lookup field on a Dynamics 365 / Power Apps form, where you want to default the value to another lookup on the form using JavaScript to default the field value. For example, on the Account form, we have the owner of the account (field OwnerId), and we have a custom field called My System User Field (new_mysystemuserfield) which is a … Continue reading How to Set a Lookup Field to Another Lookup Field on a Dynamics 365 Power Apps Form using JavaScript
In a previous post we looked at setting the default zoom level of Chrome Process pages for all users in an organization. However, we may want individual users to control the zoom level of pages themselves. To do this, go to the location your USD is installed (E.g. C:\Program Files\Microsoft Dynamics CRM USD\USD) and open the UnifiedServiceDesk.exe.config file in notepad: Find the AppSettings section: We’re going to add a new entry in … Continue reading Setting Default Zoom Level for Chrome Process Pages Per User in USD
In Unified Service Desk, we can create a new entity using the New_CRM_Page action call. When we run this command, we can default fields on the new record. Setting these fields is pretty simple. Let’s look at how to set lookups and option sets fields. Let’s say we want to create an Account record and set the Relationship Type option set and the Product Price List lookup fields: Relationship Type: … Continue reading Setting Lookup and Option Set Fields in USD Forms Using New_CRM_Page
This post comes from a great find courtesy of an elite dev I work with who goes by “PV”. We had a requirement to reload / refresh an HTML web resource on a page when a user clicked into a tab to view it. This used to be reasonably straight forward in previous D365 versions and JavaScript – get the Web Resource using getSrc, set the Web Resource to null … Continue reading Refreshing a Web Resource in Unified Interface with JavaScript (The New Way)
In Dynamics 365 / Power App, we may want to “do something” when a user clicks on a form tab. Let’s look at how we can write a handler to invoke custom code. In our example, let’s look at the Account form. This form has multiple tabs – Summary, Project Price Lists, General etc. Let’s write code so when a user clicks in and out of the General tab, our … Continue reading Run JavaScript When User Clicks On Unified Interface Tab