Software + Imagination
In this post, we will look at how to display images from a URL in Power BI. Let’s say we have a source table, Cities, that contains 2 fields, the City and the Url to the image (I happen to have these images on my site): Now, in Power BI Desktop, go to the Data tab and select the Url field. Under Modeling, select the Data Category as Image URL: … Continue reading How to Display an Image from a Url in a Power BI Report
Consider the scenario where you have an existing Dynamics 365 environment and you want to create a new app for users to access and use. Let’s look at how to do this. First, let’s look at my Dynamics 365 environment. I already have several apps installed: I can select an app such as the Sales Hub, and it will open the App: Now let’s say I want to create a … Continue reading Adding a Model-Driven App to a Dynamics 365 Environment
This is an update to the post I wrote in 2017 on using Postman to access the Dynamics 365 Web API. In this updated post, we will use the latest Postman Windows client to access the Power Apps and Dynamics 365 Web API, going through the setup required. Setup Azure AD App First, we will need to register an app in Azure. Go to https://portal.azure.com/ and select Azure Active Directory: Select … Continue reading Calling the Power Apps and Dynamics 365 Web API from the Postman Windows Client
Once Power BI Reports are created, they will point to one or more data sources. In this post, we will look at how to change a data source in a report after it is created. You may want to do this because the data source location has changed, or you are moving from one server to another such as from a development to a production environment. First, let’s look at … Continue reading How to Change a Data Source in a Power BI Report
In the October release of Dynamics 365, headers of forms can be displayed as high density or low density. In this post, we will look at what this means and how to use it. In Dynamics 365 forms, there is a Header section. The section displays right at the top of the form, and displays information that a user may want to see consistently when viewing a form and scrolling, … Continue reading Enabling High Density Headers in PowerApps and Dynamics 365 Forms
In this post we will look at how to restore a Canvas App to a previous version. First, let’s create a new Canvas app: Let’s call it My App: In the app, we will add a text box with the text Version 1: And in the phone view, we see Version 1: Now let’s edit the app, so the text box is Version 2, then save and publish: The user … Continue reading How to Restore a Canvas App to a Previous Version
I recently went through an upgrade of Dynamics 365 and Unified Service Desk that consisted of the following: Upgrading Dynamics 365 Web Client to Unified Interface Upgrading Unified Service Desk 4.0 to 4.1 Changing Unified Service Desk Hosted Controls from IE Process to Chrome Process There were several moving parts to the upgrade. In this post, I will talk through some of the tasks and challenges from a USD perspective. … Continue reading Lessons Learned Upgrading to USD 4.1, IE Process to Chrome Process and Web Client to Unified Interface
In Dynamics 365, we can set “friendlier” URLs for each of the apps we create. Let’s look at how to do this. First, go to your apps by logging into https://yourorg.crm.dynamics.com/apps. You will see your apps displayed: Let’s navigate to our Blank Test App by clicking on it. It takes us to a URL with the AppId appended to it: Let’s add a URL to our Blank Test App by … Continue reading Configuring App Suffixes for Friendly URL Names for Dynamics 365
In the previous post, we created a new Custom Workflow Activity and used it in a workflow. Let’s look at how to debug one of these. Open the Plugin Registration Tool (PRT) and select Install Profiler: This may take a few minutes. Once installed, you will see the Plugin Profiler at the bottom of the list: Right-click it and select Start Profiling Workflow: Find your workflow in the list and … Continue reading Debugging a Custom Workflow Activity in Dynamics 365 and PowerApps
In this post, we will create a new Custom Workflow Activity, or Workflow Extension, which allow us to call custom code from workflows in Dynamics 365 and PowerApps. First, let’s look at how these are used. Log into your org and go to Settings->Processes: Let’s create a new workflow with the following. Set name = Test Workflow, Category = Workflow and Entity = Account, then click OK: Under Add Step, … Continue reading Creating Custom Workflow Activities (Workflow Extensions) in Dynamics 365 and PowerApps