Installing and Using the Timeline Slicer Visual for Power BI

The Timeline Slicer is a Power BI visualization built by Microsoft that allows for dragging of a timeline slider to set date ranges on your reports. To install the Timeline Slicer, you can add the visual by downloading the file, or install it directly in Power BI through the Marketplace. We will go through each. Installing through File Browse to: https://app.powerbi.com/visuals?WT.mc_id=Blog_Visuals You should see the Timeline Slicer by Microsoft in the … Continue reading Installing and Using the Timeline Slicer Visual for Power BI

Resco Mobile Client, Online Mode vs Offline Mode

In the Resco Mobile Client, there is online and offline mode when working with your data from Dynamics 365, Salesforce etc. In this post, we will show how it works. Online and offline mode is set by clicking on the computer icon in the Resco Mobile Client. Online looks like below, with the “computer screen” filled in: Offline looks like below, with the screen not filled in: With Online mode … Continue reading Resco Mobile Client, Online Mode vs Offline Mode

Installing the Resco Mobile App for Windows

To install the Resco Field Service Mobile App for Windows, go to: https://www.resco.net/support/downloads/ Select Windows (desktop): Open the file: Click Next: Click Next: Click Next: Click Close: Now, from the start menu, run Resco MobileCRM. You will see below. Click Internal User: Select Standard User and enter your credentials. Click Refresh: It will show as Synchronizing: When complete, you will then be able to use the mobile client:  

Installing the Field Service Mobile App for Dynamics 365

Once you have installed and configured the Resco Mobile Solution in Dynamics 365, you can use the Resco Mobile Client. The client can be downloaded on Smartphones. Click on this link to find the links to your phone app: https://www.resco.net/support/downloads/ Select to Install: Select Internal User: Enter your credentials, i.e. your Dynamics 365 URL, email login, password. Press the refresh icon in the top right, and you will then be connected … Continue reading Installing the Field Service Mobile App for Dynamics 365

Installing and Configuring the Resco Mobile Solution for Dynamics 365

To install the Resco Mobile Solution, first you are using a browser that supports Silverlight and you are running in non-Private mode. Go to: https://www.resco.net/mobilecrm/woodford.html Select the version of the Resco client to install. I will select 2013, 2015, 2016: Download the file: In Dynamics 365, import the file: You will see when complete: Once downloaded, click Publish All Customizations: Refresh Dynamics 365. You will see MobileCRM under Settings. Select Woodford: … Continue reading Installing and Configuring the Resco Mobile Solution for Dynamics 365

Power BI – Analyze in Excel

In Power BI, we have the ability to analyze report data in Excel. There are several ways to access this functionality. For example, select a data source and then Analyze in Excel: Alternatively, select Reports and then Analyze in Excel: Or, go to Apps and select your app: Select View Related: Select the Analyze in Excel icon: Once you select Analyze in Excel, you will see “First, you need some … Continue reading Power BI – Analyze in Excel

Using Quick Insights in Power BI

Quick Insights are a feature of Power BI that analyses data sets and finds patterns, trends and outliers. Once your data is uploaded to the Power BI cloud, you can use the Quick Insights feature. Using it is simple. First log into https://powerbi.com. Go to a report you have created in your app workspace and select the Quick Insights icon: Alternatively, select the Dataset and View Insights. The insights actually … Continue reading Using Quick Insights in Power BI

Creating a Report in the Power BI Service

To create a report in the Power BI Service, go through the following steps. Log into https://powerbi.com and select your app workspace: Click on Dataset and select a dataset. If you do not have one, create one. For example, to create a dataset from an Excel file, select + Create ->Dataset: Under Files, select Get: Select Local File. I have a customers.csv file I will upload: The dataset will be … Continue reading Creating a Report in the Power BI Service

Data Contract Cannot be Serialized Error in Dynamics 365 Plugin

When running a plugin, developers may see the error: The data contract type ‘Microsoft.Xrm.Sdk.OrganizationServiceFault’ cannot be serialized in partial trust because the property ‘ExceptionRetriable’ does not have a public getter. One reason for this, is when you are using tracing in your plugin, you should have tracing enabled in Dynamics 365 settings. Code: In System Settings, enable:  

Creating a Dashboard from Within Power BI Service

To create a dashboard in the Power BI service, go through the following steps. First, select your workspace: From the top right, select Create->Dashboard: Provide a dashboard name, e.g. Carl’s Dashboard: You will see a blank screen with options. Select + Add Tile: You can select from: Web Content Image Text box Video Real-Time Data Web Content Select web content. Click Next: Here we can add web content such as … Continue reading Creating a Dashboard from Within Power BI Service