Author: Carl

Flow – Get a Push Notification when your Boss sends you an Email

In this post, we will configure how to receive a push notification when your boss sends you an email. Of course, we can receive regular email alerts on our phones when we receive emails. However, if you are constantly receiving emails, and you want to distinguish between a “normal” email and your boss’s email, then push notifications may be you. Note it may not just be your boss you want … Continue reading Flow – Get a Push Notification when your Boss sends you an Email

Assign a User’s Manager in Office 365

To assign a user a manager in Office 365, go through the following steps. Go to https://admin.microsoft.com/ and select to manage Exchange: Select recipients from the left, then the user you would like to assign: Select organization and then browse to select the manager:  

Create a Mobile App from an Excel Workbook with PowerApps

PowerApps are powerful! One of the great features is to be able to connect to an Excel spreadsheet and literally turn it into an app that you can use on your phone. Here we will go through just how to do that. First, let’s create an Excel workbook. I have one that has a list of Customers (fake numbers, of course!): Select the range of your data, and then Home->Format … Continue reading Create a Mobile App from an Excel Workbook with PowerApps

CALENDAR and CALENDARAUTO in Power BI

Let’s look at how to use the CALENDAR and CALENDARAUTO DAX functions in Power BI. First, let’s create some data. In Power BI Desktop, select Enter Data: Let’s create a table with 2 dates, 01/01/2014 and 01/01/2018: Now let’s create a new table from the Modeling tab: We will call it Dates Table. Start typing CALENDAR to see the 2 options: CALENDAR returns a table based on Start and End … Continue reading CALENDAR and CALENDARAUTO in Power BI

Dynamics 365 – Impersonate a User in Plugin

In Dynamics 365, when testing plugins, you can change which user the plugin runs under. Do to this, open the step in the Plugin Registration Tool. We have a plugin that runs on create of an account, that creates a new Task. We will select this to run under the context of a user, Alan Steiner by setting Run in User’s Context: Our user Alan Steiner does not have privileges … Continue reading Dynamics 365 – Impersonate a User in Plugin

Power BI Home

As announced at the Business Applications Summit 2018 and shown by Power BI Product Manager Nikhil Gaekwad, Power BI’s user landing page will be revamped as “Power BI Home”. I believe Power BI Home will be impactful in the following ways: Help drive user adoption and engagement Expose users to new and existing content Give users the ability to find data quickly Draw in other users in an almost Slack/Teams … Continue reading Power BI Home

Setting up an App Workspace in Power BI and Assigning User Permissions

To create an app workspace, log into https://www.powerbi.com. You will see the screen below. Click on Workspaces->Create app workspace: You will see below: Enter a name and description: The workspace will load: You can also access the new workspace under the Workspaces: Go to My Workspace and select the created workspace. Select Workspace Settings: From here, you can change the name and description of the workspace, as well as delete … Continue reading Setting up an App Workspace in Power BI and Assigning User Permissions

Finding Reports and Datasets in Power BI Apps

In previous versions of Power BI, on installing a Content Pack, dashboard, reports and datasets would be installed in the My Workspace area of the Power BI service: With Power BI Apps, the evolution of Content Packs, these assets are now bundled within the App. Below is an example of an App installed – you can see the user has no Dashboard, Reports and Datasets under My Workspace when the … Continue reading Finding Reports and Datasets in Power BI Apps

Unified Client Interface (UCI) in Dynamics 365

The Unified Client Interface (UCI) or Unified Interface is a new user interface in Dynamics 365. The idea is that it is one “unified” interface that is able to run everywhere, i.e. web, mobile etc with a rich and responsive design. Enhancements provided by the UCI over previous user interfaces include: Less white space Cleaner more uniform look Enable users to see more data without scrolling Right to Left languages … Continue reading Unified Client Interface (UCI) in Dynamics 365