Author: Carl

Creating a Dynamics 365 Dashboard showing Opportunity Data

In Dynamics 365, it is easy to create dashboards that users have access to that display critical information. In this post, we will look at how to build an Opportunity dashboard. Select Dynamics 365 Dashboard: We will choose the 3-column regular dashboard layout and click Create: We see below: Give the dashboard a name: In each pane, we can add: Chart List Relationship Assistant IFrame Web Resource Power BI tile … Continue reading Creating a Dynamics 365 Dashboard showing Opportunity Data

How to Open an SSRS RDL Report in Visual Studio 2017 and 2019

Let’s look at how to open an SSRS RDL Report in Visual Studio 2017 and Visual Studio 2019. First, download the Microsoft Reporting Services Project extension at: https://marketplace.visualstudio.com/items?itemName=ProBITools.MicrosoftReportProjectsforVisualStudio We see this applies to Visual Studio 2017 and 2019: You will see the file downloaded. Open it: You will see: Be sure to close any Visual Studio instances running. Click Install: We can now create Report Server Projects in Visual Studio. In … Continue reading How to Open an SSRS RDL Report in Visual Studio 2017 and 2019

Switching Between GitHub Branches in Visual Studio

In this post, we will look at how to switch between GitHub branches in Visual Studio. First, open a solution that is connected to a GitHub repository and go to Branches: In this case, we have several branches – Master, release1, release1a, etc. We also have remote GitHub branches. We see the active branch in brackets, in this case master: Let’s open the Program.cs file in the solution: Now, if … Continue reading Switching Between GitHub Branches in Visual Studio

Creating a Branch of a Branch in GitHub

Let’s follow on from the example of creating a new branch in Github. We used 2 methods to create 2 branches, Release 1 and Release 2, from the Master branch. Let’s now create a branch of a branch. We will create Release 1a from Release1, and Release 2a from Release 2. Master currently looks like this: Method 1 – Visual Studio Here we are in Visual Studio in Release 1. … Continue reading Creating a Branch of a Branch in GitHub

Using ExecuteMultiple C# in Dynamics 365

ExecuteMultiple in Dynamics 365 is used to execute multiple requests, as opposed to executing requests one at a time. For example, if you wanted to create 5 contacts in Dynamics 365 through code, you could call Create 5 times, or you could call ExecuteMultiple once, with the 5 entity objects defined. This is useful if network latency is an issue. Let’s create a console app that creates 5 contacts using … Continue reading Using ExecuteMultiple C# in Dynamics 365

Using Upsert In C# Dynamics 365

In this post we will look at how to use Upsert to insert/update a record in Dynamics 365. Let’s say we have a contact in the system, Bob Smith: We would like to do an upsert on Bob Smith. To do this, we need to find his record using a key, so the system can decide whether to do the insert or update. To do this, we use Alternate Keys. … Continue reading Using Upsert In C# Dynamics 365

Changing How Visualizations Interact In Power BI

In Power BI, visualizations can interact with each other based on user selections. For example, let’s say we have 2 visualizations on a Power BI report, Sales by Account and Sales by Name: If a user selects a name on the right, it will filter the account on the left, as a user belongs to an account. Selecting Darren Parker filters the account to Woodgrove Bank: Now let’s say we … Continue reading Changing How Visualizations Interact In Power BI

Passing Context from a Toolbar Button in Dynamics 365 UCI

In this post, we will look at how to pass context from a toolbar button in Dynamics 365 in the Unified Client Interface (UCI). Let’s add a custom button to the Contact form and call a JavaScript which will pass the context. First, let’s create a new JavaScript web resource: We will pass the context as the first parameter: Code: function UpdateFN(context) { var a = context.getAttribute(“firstname”).setValue(“UPDATED”); } Save and … Continue reading Passing Context from a Toolbar Button in Dynamics 365 UCI

Changing Autonumber Prefixes in Dynamics 365

In Dynamics 365, there are some entities which use auto-number prefixes that can be configured. These entities are: Contracts Cases Articles Quotes Orders Invoices Campaigns Categories Knowledge Articles To configure this, go to Setting->Administration and click on Auto-Numbering: Here you will see tabs for each of the options: Let’s look at Orders. The next number is ORD-1002- and then a set of 6 characters. The suffix is used to guarantee … Continue reading Changing Autonumber Prefixes in Dynamics 365

Creating a New Branch in GitHub from Visual Studio

In this post, we will look at how to create a new branch in GitHub from Visual Studio. Method 1 – Creating a Branch in GitHub.com Let’s look at our GitHub repo for out app called my-console-app: In Visual Studio, we have a project that points to this GitHub repo: In the bottom right, we see we are connected to the Master branch: From GitHub, we can create a new … Continue reading Creating a New Branch in GitHub from Visual Studio