How to Export Power BI Reports to PDF and PowerPoint

Power BI has an option to export reports to PDF and PowerPoint, which is very useful if you would like to share the reports in a static way with other people. To export a Power BI report to PDF or PowerPoint, first open the Power BI Report in the Power BI Service: Next, click File and choose Export to PDF: You will see the window: With options Current Values (exports … Continue reading How to Export Power BI Reports to PDF and PowerPoint

Using the Power Query (M) Builder for XrmToolBox to Generate M Code for Dynamics 365

In this post, we will look at using the Power Query (M) Builder in XrmToolBox, developed by Mohamed Rashid and Ulrik “CRM Chart Guy” Carlsson. This tool is a great way to quickly help build Dynamics 365 reports in Power BI. It generates M queries with and without FetchXML as well as handles fields such as option sets. To install it, open the XRMToolBox and find the Power Query (M) Builder app. … Continue reading Using the Power Query (M) Builder for XrmToolBox to Generate M Code for Dynamics 365

Checking the Service Health of Your Microsoft 365 Services

To check the Service Health of Microsoft 365 services, log into https://admin.microsoft.com. Click Show All on the left: Then Health->Service Health. You will see a list of all services: Selecting Advisories will give you details on any current issues. In this case, “Users may be unable to create Skype for Business meetings for Outlook events through Outlook on the web”: Click on Show Details to see more details: You can also … Continue reading Checking the Service Health of Your Microsoft 365 Services

Using Chrome and Edge in Unified Service Desk 4.1

The recent release of Unified Service Desk 4.1 brings support for Chrome and Edge processes, which should bring performance enhancements over previous releases of USD which were limited to IE processes. To upgrade to USD 4.1, see here. In this post, we will look at how to use Chrome and Edge with USD. Note Edge support is still in preview. Go to USD settings in Dynamics 365 and open a … Continue reading Using Chrome and Edge in Unified Service Desk 4.1

Posting Customizations Causing Page Refresh in Dynamics 365

In Dynamics 365, when a developer publishes a customization, users may see a page refresh. This piece of code appears to be specific to using legacy forms. We will demo this with the Account form. Go to the account, and press F12 to open the developer tools: Search for _metadatacacheversion: Open the JsProvider.ashx version (other files may run during other circumstances). Click the curly braces to Pretty Print the file … Continue reading Posting Customizations Causing Page Refresh in Dynamics 365

Using ExecuteMultiple C# in Dynamics 365

ExecuteMultiple in Dynamics 365 is used to execute multiple requests, as opposed to executing requests one at a time. For example, if you wanted to create 5 contacts in Dynamics 365 through code, you could call Create 5 times, or you could call ExecuteMultiple once, with the 5 entity objects defined. This is useful if network latency is an issue. Let’s create a console app that creates 5 contacts using … Continue reading Using ExecuteMultiple C# in Dynamics 365

Using Upsert In C# Dynamics 365

In this post we will look at how to use Upsert to insert/update a record in Dynamics 365. Let’s say we have a contact in the system, Bob Smith: We would like to do an upsert on Bob Smith. To do this, we need to find his record using a key, so the system can decide whether to do the insert or update. To do this, we use Alternate Keys. … Continue reading Using Upsert In C# Dynamics 365

Changing How Visualizations Interact In Power BI

In Power BI, visualizations can interact with each other based on user selections. For example, let’s say we have 2 visualizations on a Power BI report, Sales by Account and Sales by Name: If a user selects a name on the right, it will filter the account on the left, as a user belongs to an account. Selecting Darren Parker filters the account to Woodgrove Bank: Now let’s say we … Continue reading Changing How Visualizations Interact In Power BI

Using formContext in Dynamics 365

In Dynamics 365, the formContext provides a reference to a form or form item through JavaScript. The formContext is part of executionContext, and replaces Xrm.Page which is deprecated in version 9+ of Dynamics 365. The form context object model looks like: Let’s go through an example of using the formContext. Let’s add a script to a form when the form loads, for example, a Contact entity form. Let’s add a … Continue reading Using formContext in Dynamics 365

Download the Common Data Model Poster

Quick link to the Common Data Model poster on the CDM GitHub Repository. A nice one to print out. “Integrate and Disambiguate Data with the Common Data Model” –  https://github.com/Microsoft/CDM/blob/master/docs/CDMPoster_a3.pdf