Power BI – Enter Data and Edit Data
…in a Power BI Desktop project, select Enter Data: This will open the Create Table screen: From here, you can enter new columns, give these columns names, and enter in…
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Unified Service Desk – Application Is Dynamic
…if the hosted control is not set to Dynamic, then when USD opens it will automatically open the hosted control. If it is set to Dynamic, the configuration will determine…
Create and Add Debugger to the Menu in Unified Service Desk
…Call to open the Debugger: Ensure the new action is attached to the Debugger: Open USD Now open USD. We see the new DEBUGGER toolbar button, and when clicking on…
Get Data from Dynamics GP using eConnect Requester
…eConnect, and then browse to the Requester Setup folder, for GP 2016 located at: C:\Program Files\Microsoft Dynamics\eConnect 16.0\Requester Setup Then, open the RequesterSetup.exe: Select Connection Settings->Setup Connection: Enter your database…
Using Direct Query vs Import with Power BI
…and dataset: Get Data->Databases: Select Azure SQL Database: Note it says “This datasource is available in Power BI Desktop”: Let’s compare this with Import. Create a new report and select…
How to Rename a Dynamics 365 Org
…settings, with the name and URL of the org: Enter in your new Name and URL and click Save: The org now has a new URL: And we can access…
Processing a Return to Warehouse in Dynamics 365 Field Service
…Select Add New RMA Receipt: Ensure the RMA is selected, and Save: Next click Add New RMA Receipt Product: Enter the product and quantity and press Save: Once complete, the…
Setting and Using Entity Images (Pictures) in Dynamics 365
…image attribute can only be added to a custom entity”: To add an entity image to a custom entity, create the new entity: Create a new Entity Image field: Note…
Access Team Templates in Dynamics 365
…a form. Open the form in Customizations and select Insert->Subgrid: Add a new section: Set the properties to: Records: All Record Types Entity: Users Default View: Associated Record Team Members…
Filtering Lookup Fields in Dynamics 365
…common out of the box example is filtering a contact based on an account. If we create a new Opportunity, we can see if we look at the Contacts field,…