Software + Imagination
Let’s say you create a report and dashboard, and you want to share that with other users in your organization. You may or may not want users to edit the report or dashboard. Let’s look at the different ways this is achieved. Here I have a simple report that displays accounts by state. I have published this under an admin user: To share with users, I can click on the dashboard … Continue reading Power BI Groups, Sharing and Editing Reports
Let’s look at what happens when you create a report in Power BI Desktop and you then update the report, after a content pack has been created. First, we will create a Power BI report called RLS Sample. Upload the report to PowerBI.com as the owner called Admin. We will now create a content pack from this report, and share it with a user, Allie: The user now makes a … Continue reading Power BI Updating Reports and Content Packs
When you create a new entity in Dynamics 365, there are some restrictions as to what you can disable if they were first enabled. Here we will take a look at these options. When you first create a new entity, you will see the following available and pre-checked: You can see at the bottom of the screen, it says “After you enable this option it cannot be disabled”. This includes: … Continue reading Dynamics 365 Entities – Enabling and Disabling Features
There may be a scenario when you want to open a CRM record from USD in CRM. For example, you select a record in USD and the record is displayed in USD, but you would not like to view the record in a web browser as a Dynamics CRM record. Let’s go through how to do this. We will create a new toolbar button that will allow the user to open the … Continue reading Open CRM Record in USD as Popup in Webpage
Microsoft AppSource has a Dynamics 365 app for Organization Insights, that allows you to get insights into how your organization is using Dynamics 365. To install it, click “Get It Now” and enter your email address: Click Continue below: Click Agree: You will see something like below in the Dynamics 365 Administration Center: And then once installed: In Dynamics 365, you will see a new solution installed: Version 1.1.0.0 or later … Continue reading Dynamics 365 Organization Insights
Let’s say you search for a record, and you want to display that record in a session. Here’s how to do it. Firstly, the search is an entity itself that is a CRM page. When you click on a Search record, a routing rule (Windows Navigation Rule) takes place. The routing rule is called Search Default and runs on the Search entity. There is no “to” entity so it is the default … Continue reading USD – Open an Entity from Search
Nuget is a package manager for the Microsoft platform. It runs within Visual Studio. To use it, open Visual Studio and go to Tools->NuGet Package Manager: Select Manage NuGet Packages for Solution and you will be able to see what is already installed and if there are any updates available. You can also install new packages. To update, select Updates, select the package to update and click Update: You can also use … Continue reading NuGet
You can connect to Dynamics CRM from outside the application using OAuth 2.0 authentication. From there, you can use the Web API to call Dynamics CRM functionality. Here we will go through an example of how to do this. This is based on the sample code located here. Firstly, we will need to configure an application in Azure to help with the OAuth piece. Configure the app using these instructions. These samples … Continue reading Dynamics CRM Web API Sample
The following steps show how to register an application with Microsoft Azure. This app can then be used for OAuth 2.0 authentication outside of Dynamics CRM. Log into portal.azure.com as your Dynamics CRM administrator. Select Azure Active Directory from the menu on the left: Select App Registrations: Select Add: Enter the name of the app, e.g. Test Basic App. Select the application type as Native: Click Create to create the app. … Continue reading Register an App with Windows Azure
To enable Microsoft Teams, perform the following steps. First, go to Office 365 Admin at http://portal.office.com and select Services and Add-Ins: Select Microsoft Teams: Set to On: Go to Teams: Go to teams.microsoft.com and sign in to see your teams: In the bottom left of the page you will see a link to create teams: Enter a new team. We will call this the Power BI team: Add members to the team: … Continue reading Introduction to Microsoft Teams