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In this post we will look at how to share an App with a user in Power BI. Our admin user, MOD Administrator, has installed an app, Sales Analytics for Dynamics 365: We now need to share this with our user, Alan Steiner. When Alan logs in, he sees no apps: Back as Administrator, select the App and click Share: You will see the Share dashboard page. Enter the user … Continue reading Sharing an App with a User in Power BI
Date Tables in Power BI are used to display dates in reports, filter by dates in reports, and use time intelligence functions in Power BI. Date Tables can be created in DAX or Power Query M Language. To create a really simple date table using DAX, you can use CALENDAR or CALENDARAUTO functions. Both these functions will create a table with one field, a Date field. For example, go to … Continue reading Creating a Really Simple Date Table in Power BI
In Power BI, we can create Date Tables to work with time intelligence. One step in this process is to mark the table as a date table, so Power BI knows to use the table for this purpose. To do this, select your dates table in Power BI Desktop and go to the Modeling tab, select Mark as Date Table: Select the date column from the date table and click OK: … Continue reading How to Mark a Date Table in Power BI
When using the Dynamics 365 for Phones app, you may encounter the error “Additional privileges required. Your user role is missing additional security required to access the mobile app. Please contact your administrator to include the missing privileges for your role. 80040220 Correlation ID : 9ec4ab21-781d-40c6-a176-dc267eedb01c”: You may also receive the message Principal user is missing prvUseTabletApp privilege: There are a couple of things to check here. First, make sure … Continue reading Error Logging Into Dynamics 365 for Phones App
There are several ways to log into Dynamics 365 / D365. To log into the Home portal, go to https://home.dynamics.com. This takes the user to the various Dynamics 365 apps available: Selecting an app will log the user directly into the app. Alternatively, a user can access the app directly from its URL. For example, change yourorg to your org – https://yourorg.crm.dynamics.com/: Note in the url, “CRM” may change with the region. … Continue reading How to Access the Dynamics 365 Login
Below is a list of the Dynamics 365 CRM URL regions: CRM Identifier Region crm North America crm2 South America crm3 Canada crm4 Europe, Middle East, Africa crm5 Asia Pacific crm6 Oceania crm7 Japan crm8 India crm11 UK crm12 France
When logging into the Plugin Registration Tool in Dynamics 365, you may encounter errors. Below are some errors with logging in. Firstly, you may get the message: Error : You don’t have permission to access any of the organizations in the Microsoft Dynamics CRM Online region that you specified. If you’re not sure which region your organization resides in, choose “Don’t know” for the CRM region and try again. Otherwise … Continue reading Plugin Registration Tool Logging In Issues
They are: Type Web API Type BigInt Edm.Int64 Boolean Edm.Boolean DateTime Edm.DateTimeOffset Decimal Edm.Decimal Double Edm.Double EntityName Edm.String Image Edm.Binary Integer Edm.Int32 Memo Edm.String Money Edm.Decimal Picklist Edm.Int32 State Edm.Int32 Status Edm.Int32 String Edm.String Uniqueidentifier Edm.Guid
To enable Flow in Dynamics 365, go to Settings->Administration and System Settings: Select Show Microsoft Flow on forms and in the site map: Click to Enable: You will then see Flows. Click to Create a flow: This will take you to below. Click Continue: You may see “When a record is select (deprecated)”: Click Delete: Add a new Trigger, searching for Dynamics 365: Select your D365 Org: Click to add … Continue reading Enabling Flow on Dynamics 365 Forms and Site Map
In D365, processes such as Actions, Business Process Flows, Dialogs and Workflows can be created and managed through Settings->Process Center in the Dynamics 365 site map: This option has been known to disappear for some organizations. If Process Center is missing, perform the following steps to re-enable the option in the site map. First, go to Settings->Customizations and customize the system. Open Client Extensions->Site Map: This will open the Site … Continue reading Process Center and Processes Disappear from Site Map in D365