Building Your First Power BI Report for Dynamics 365
…can be accessed anywhere and shared. Click Publish: Once published you will see a message like below. Click to Open in powerbi.com: 5. View and Share the Report in PowerBI.com…
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Checking out the Personalized Visualizations Pane in Power BI
A new preview feature of Power BI Desktop is the ability to pin the choices of visualizations available in the Visualization Pane, so we can access them easily across multiple…
Dynamics 365 Using EntityReference to Get Name from Id
…code is below: try { var connectionString = @”AuthType = Office365; Url = https://yourinstance.crm.dynamics.com/;Username=user@test.com;Password=yourpassword”; CrmServiceClient conn = new CrmServiceClient(connectionString); IOrganizationService service = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy; EntityCollection…
Common Data Model and Common Data Service
Microsoft has released the Common Data Model currently as part of its PowerApps suite. The Common Data Model and Common Data Service are a “Microsoft Azure–based business application model and…
Dynamics 365 Views
…a new custom entity, and exist on system entities. Let’s create a new system view for the Accounts entity: From the top right, select the elipse and New System View:…
Embedding and Viewing an AI Builder Model in PowerApps and Dynamics 365
…to our Sales Hub app. Select it and click Edit: Select Entities: Search for our new Online Shopper Intention entity and check it, then click Back: Edit the Site Map:…
Deploying Microsoft Power Automate Flows from One Environment to Another
…We need to click on Select during Import, which opens the screen below. Then click Create New to create a new connection: Click Create connection: Search for MSN Weather and…
Calling the Power Apps and Dynamics 365 Web API from the Postman Windows Client
…New->Environment: Enter below: URL: https://yourorg.crm.dynamics.com/ clientid: The application id from Azure AD App version: 9.1 (or your Web API version) webapiurl: https://yourorg.crm.dynamics.com/api/data/v9.1 callback: Ensure the callback url is the same…
Show or Hide Chat Widget After Operating Hours in CSw
…to the Customer Service admin center app and select Calendar, then we will select Operating Hours->Manage: Then click on New to create a new operating hour: We will create one…
Dynamics CRM Business Units
…security roles, but these new specific roles will be created only in the business unit. If we create a new Business Unit called Business Unit B, and create a new…