Dynamics CRM Ribbon Customizations
The Dynamics CRM ribbon is the navigation of each page. For example, Accounts contain the ribbon: Selecting an account changes the ribbon options…
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Author: Carl de Souza
USD – Stop User from Closing a Tab
In Unified Service Desk, hosted controls have a property to allow the user to open and close the control. In some cases,…
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Power BI – Union in DAX
In Power BI, through DAX we have the ability to combine 2 tables. We can do this using the UNION function. In…
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Dynamics CRM Duplicate Detection
Dynamics CRM has built in duplicate detection capabilities to keep your data clean. Let’s look at how these work. Go to Settings->Data…
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Dynamics CRM Goals
Dynamics CRM has the ability to manage goals. This allows managers to review team and individual goals across different timelines. Goals are…
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Power BI Dynamics 365 Content Packs Source Code
There are 3 Dynamics 365 content packs for Power BI that Microsoft has provided the PBIX files for download. These files are…
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Dynamics 365 Cases
To create a new case, or issue, in Dynamics 365, go to the Services menu and select Cases: Here, you will see…
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Dynamics 365 Bulk Delete Jobs
Dynamics 365 has the ability to schedule data for deletion. To do this, go to Settings->Data Management: Select Bulk Record Deletion: Click…
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Upgrading Unified Service Desk
To upgrade Unified Service Desk, go through the following steps. First, download the latest Unified Service Desk from the Microsoft link: https://www.microsoft.com/en-us/download/details.aspx?id=50355 Check…
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Install Power BI Dynamics 365 for Sales Content Pack
To install a Dynamics 365 Content Pack for Power BI, go through the following steps. First, log into powerbi.com. Then, select the…
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