Power BI and Dynamics 365 Data Security
…and publish it to powerbi.com using our Administrator account. If we browse out to the report in powerbi.com as Administrator, we can see our report showing all our opportunities: Now…
Software + Imagination
…and publish it to powerbi.com using our Administrator account. If we browse out to the report in powerbi.com as Administrator, we can see our report showing all our opportunities: Now…
…https://login.windows.net/common/oauth2/authorize?resource=https://yourcrminstance.crm.dynamics.com Auth Token URL: https://login.microsoftonline.com/common/oauth2/token Client Id: Your Id From Azure as described in the link above Let’s do an example where we will perform a GET operation on accounts….
…dataflow”: The first option is to define new entities with a link to the Common Data Model – https://docs.microsoft.com/en-us/common-data-model/: The Common Data Model is a collection of data schemas published…
…Add your GUID to this URL: https://yourorg.crm.dynamics.com/dashboards/dashboard.aspx?dashboardId=GUID&dashboardType=1030&pagemode=iframeI.e. https://yourorg.crm.dynamics.com/dashboards/dashboard.aspx?dashboardId=063E7659-05D9-4030-960D-10FE269A5A8B&dashboardType=1030&pagemode=iframe Open this in a web browser. You will now see the dashboard in the full window. Note this URL does not appear…
…accessed through the Web API. To access them, go to the URL: https://yourcrm.crm.dynamics.com/api/data/v8.1/GlobalOptionSetDefinitions?$select=Name From here, the MetadataId value of the option set can be used to https://yourcrm.crm.dynamics.com/api/data/v8.1/GlobalOptionSetDefinitions(MetadataId) E.g. https://yourcrm.crm.dynamics.com/api/data/v8.1/GlobalOptionSetDefinitions(3de5f647-b149-4c82-b275-dd91e860b08d) …
…and using statement: using Microsoft.Xrm.Sdk; We will add some code to simply connect to Dynamics CRM: Note the connection string is in the format: var connectionString = @”AuthType=Office365;Url=https://yourcrm.crm.dynamics.com/;Username=youremail;Password=yourpassword” ; You…
…your database on the Common Data Service”: Once complete, change the environment to the one you just created by selecting it on the top right: Note at this point, if…
…12.1x, or Safari 5.1x you will need jQuery 1.x. Otherwise, you can use later versions: Note the options for download. There is the compressed version and uncompressed version: The compressed…
…will repeat the step above on the other tab. Now, let’s repeat the process of uploading the Excel spreadsheet to powerbi.com. The data is imported into PowerBI.com as a datasource….
The Common Data Service for Apps (CDS for Apps) is a way to build rich applications built as implemented by the Common Data Model (CDM) utilizing PowerApps. When you develop…