Author: Carl

Using the AutoNumber Field Type in PowerApps and Dynamics 365

In PowerApps, Dynamics 365 and the Common Data Service, we have the option to use a field type called AutoNumber, which automatically updates the data in the field to a set format and increments a number in the field. Let’s look at how to do this. Log into PowerApps at https://powerapps.microsoft.com/en-us/ and select your PowerApps environment: Let’s add an autonumber field to our Account entity. Go to Data->Entities and select the … Continue reading Using the AutoNumber Field Type in PowerApps and Dynamics 365

Reading and Updating System Settings in Dynamics 365 through C#

In this post, we will look at how to read and update the Dynamics 365 System Settings using C#. If you are updating, be sure to test your code properly. System Settings is accessed in Dynamics 365 through Settings->Administration: System Settings: This information is stored in the entity called Organization, which we can see in the Entity Customizations: Let’s create a new console app to read this entity. Create a … Continue reading Reading and Updating System Settings in Dynamics 365 through C#

How to Create an Azure Machine Learning Workspace

In this post, we will look at how to create an Azure Machine Learning workspace. First, sign into https://portal.azure.com/ and search for and select Machine Learning: Click Add: Give the workspace a name and select any other properties: Select the workspace edition – Basic or Enterprise: We will create a Basic workspace first, then upgrade to an Enterprise one. Click on Go to Resource. You will see below the workspace ready: … Continue reading How to Create an Azure Machine Learning Workspace

How to Use Relevance Search in Dynamics 365

In Dynamics 365, there is a feature called Relevance Search, which allows a user to search Dynamics 365 data and have it displayed in order of relevance. This feature is powered by Azure Search and uses the same scoring concepts. To enable Relevance Search, go to https://admin.powerplatform.microsoft.com/, select your environment and go to Settings. Click on Features: Then scroll down to Search and select Relevance Search: Next, click on the search … Continue reading How to Use Relevance Search in Dynamics 365

Assigning Users and Roles to a Dynamics 365 App

Let’s look at how to assign users to a Dynamics 365 app so they have access to the app. First, as an Administrator, let’s create a new app. Log into your environment and go to https://yourorg.crm.dynamics.com/apps. Click on Create New App: Enter a name and click Done: Click into the Site Map: Provide a name for the Group, and select any Subarea, then Save and Publish: Refresh the page and you … Continue reading Assigning Users and Roles to a Dynamics 365 App

Dynamics 365 Web API Retrieve, Select, Filter, Order By and Top

In this post, we will look at how to use the Dynamics 365 Power Apps Web API to retrieve data. Find the Web API URL First, find the Web Api URL. You can get this by going to your org and going to Settings->Customizations->Developer Resources. It is under Service Root URL: Note you will have a different URL, which you can swap with my URL below. Now if we go … Continue reading Dynamics 365 Web API Retrieve, Select, Filter, Order By and Top

Using Python to Filter Data in Power Query

In our previous post, we installed and set up Python to use with Power BI and used Python as a data source. Let’s look at how Python can be used to filter data inside Power Query. Let’s filter records where the number of Employees is greater than 5000. We will use the query: [sourcecode language=”Python”] # ‘dataset’ holds the input data for this script import pandas as pd dataset_filtered = dataset.query(‘Employees … Continue reading Using Python to Filter Data in Power Query

Using Python as a Data Source in Power BI

In our previous post, we installed and set up Python for use in Power BI. In this post, we will run a Python script and use that as a datasource in Power BI. In Power BI Desktop, select Get Data, then More: Select Python script and Connect: This will open a Python script. Paste in the code from the previous example. [sourcecode language=”Python”] import pandas as pd data = [[‘Alex’,10],[‘Bob’,12],[‘Clarke’,13]] … Continue reading Using Python as a Data Source in Power BI

Installing and Setting Up Python for Power BI

Python can be used in Power BI in several ways. These include: Creating visualizations using Python Using Python as a data source Scripting in Python to prepare data We will go through examples of each of these in the following posts. In this post, we will look at how to install Python in Power BI. We will then move onto how to use Python in various scenarios in Power BI. … Continue reading Installing and Setting Up Python for Power BI