Posts

Power BI Service Administrator Role

In order to administer Power BI, there is a role in Office 365 that allows a user to be a Power BI administrator without having to have higher admin rights in Office 365. This role is called Power BI Service Administrator. To assign the role, log into https://portal.office.com and log into the Admin portal. Select Edit a User to edit an existing user: Select the user and next to Roles select Edit: Click Save. To do … Continue reading Power BI Service Administrator Role

Excel Analysis ToolPak

Excel provides an addin called Analysis ToolPak. To access it, open Excel and go to File->Options: Select Addins->Go: Select Analysis ToolPak and the Analysis ToolPak – VBA options and click OK: Click on the Data ribbon and you will see an option for Data Analysis: Note there are many different options:  

Dynamics 365 JavaScript Subgrid Refresh

Here we will go through an example of refreshing a Dynamics 365 subgrid using JavaScript. Let’s say we want the Recent Opportunities subgrid of an Account to refresh after a user presses a button. We have a web resource with a button that will run some JavaScript code: Edit the form to look up the name of the subgrid: Now add the code to the JavaScript behind the button: parent.Xrm.Page.getControl(“accountopportunitiesgrid”).refresh(); … Continue reading Dynamics 365 JavaScript Subgrid Refresh

Fiddler Autoresponder

In Fiddler, there is a feature called Autoresponser, which allows you to replace remote resources with your own local resources. This is useful if you are not online and would like to test some code, or would like to test certain functionality. Let’s see how this works. Let’s say we go to the Instagram.com website: In Fiddler, we can see this image/jpeg is downloaded: Which maps to: We can use … Continue reading Fiddler Autoresponder

Sharing a Dynamics 365 Dashboard

To share a Dynamics 365 dashboard, select the dashboard and click Share Dashboard: You will see the window below: Select a user or Team to grant access: Set the permissions for this user and click Share:  

Create a Dynamics 365 Dashboard

To create a dashboard, go to the Dashboards section you would like the new dashboard (e.g. Sales) and select New: You will then have the option to choose the layout of the dashboard. Select one and Create: Next, you will see the screen below. Select one tile and you can select an option for what you would like to display, e.g. Chart, List, IFrame, Web Resource, Power BI Chart. If we … Continue reading Create a Dynamics 365 Dashboard

Python in Visual Studio

To run Python in Visual Studio, open VS and create a new project. Select Python from the left and select Python application: You will see the project below. Enter a command, for example, Hello Word like below: Press F5: You can also import modules:  

Installing Python on Windows

To install Python on Windows, go to python.org and select Downloads: Select the latest release: Run the installer, select Install Now: Go through the setup: Complete: You will now see IDLE in your Start menu: The application will start:  

Open CRM Record by URL

You can open a CRM record or create a new record directly through the URL. Let’s look at an example with the Accounts entity. First, you will need to know the GUID of the record, which you can get through code or this way. To open a record, the link should be in the format below, replacing words in bold: http://yourcrm.crm.dynamics.com/main.aspx?etn=account&pagetype=entityrecord&id=%7BBFF9BC73-7DE9-E611-80F5-C4346BAD36FC%7D To create a new CRM record: https://yourcrm.crm.dynamics.com/main.aspx?etn=account&pagetype=entityrecord If using … Continue reading Open CRM Record by URL

Get GUID of Dynamics CRM Record

You can get the GUID of a record by clicking on “Email a Link”: This will open the record in your email client. Between the %7b and %7d you will see the Id: You can also pop out the record to see the Id the same way: