Posts

Assigning Users and Roles to a Dynamics 365 App

Let’s look at how to assign users to a Dynamics 365 app so they have access to the app. First, as an Administrator, let’s create a new app. Log into your environment and go to https://yourorg.crm.dynamics.com/apps. Click on Create New App: Enter a name and click Done: Click into the Site Map: Provide a name for the Group, and select any Subarea, then Save and Publish: Refresh the page and you … Continue reading Assigning Users and Roles to a Dynamics 365 App

Dynamics 365 Web API Retrieve, Select, Filter, Order By and Top

In this post, we will look at how to use the Dynamics 365 Power Apps Web API to retrieve data. Find the Web API URL First, find the Web Api URL. You can get this by going to your org and going to Settings->Customizations->Developer Resources. It is under Service Root URL: Note you will have a different URL, which you can swap with my URL below. Now if we go … Continue reading Dynamics 365 Web API Retrieve, Select, Filter, Order By and Top

Using Python to Filter Data in Power Query

In our previous post, we installed and set up Python to use with Power BI and used Python as a data source. Let’s look at how Python can be used to filter data inside Power Query. Let’s filter records where the number of Employees is greater than 5000. We will use the query: [sourcecode language=”Python”] # ‘dataset’ holds the input data for this script import pandas as pd dataset_filtered = dataset.query(‘Employees … Continue reading Using Python to Filter Data in Power Query

Using Python as a Data Source in Power BI

In our previous post, we installed and set up Python for use in Power BI. In this post, we will run a Python script and use that as a datasource in Power BI. In Power BI Desktop, select Get Data, then More: Select Python script and Connect: This will open a Python script. Paste in the code from the previous example. [sourcecode language=”Python”] import pandas as pd data = [[‘Alex’,10],[‘Bob’,12],[‘Clarke’,13]] … Continue reading Using Python as a Data Source in Power BI

Installing and Setting Up Python for Power BI

Python can be used in Power BI in several ways. These include: Creating visualizations using Python Using Python as a data source Scripting in Python to prepare data We will go through examples of each of these in the following posts. In this post, we will look at how to install Python in Power BI. We will then move onto how to use Python in various scenarios in Power BI. … Continue reading Installing and Setting Up Python for Power BI

Running a Simple Bar Chart in Python

In this post, we will look at how to run a simple bar chart in Python. We will use matplotlib. Here’s the code. We will display a chart with x-axis showing “team” data vs y-axis showing “score”: [sourcecode language=”Python”] import matplotlib.pyplot as plt team = (‘A’, ‘B’, ‘C’, ‘D’, ‘E’, ‘F’) score = [9,2,5,4,8,6] plt.bar(team, score) plt.show() [/sourcecode] Let’s run this in Visual Studio Code. Save the code with a … Continue reading Running a Simple Bar Chart in Python

Running Python and Visual Studio Code in Windows

In this post, we will look at how to run Python with Visual Studio Code in Windows. To install Python, go to the Python download page at https://www.python.org/ and click on Downloads: Click Download Python: This will download the file: Check Add Python to PATH and click to Install. Note this also installs IDLE (the IDE), pip (the package installer) and documentation: Note customizing gives us: Click Close once complete: Note … Continue reading Running Python and Visual Studio Code in Windows

Opening Lookups in New Web Page in Dynamics 365 Unified Interface

In Dynamics 365, when using the Unified Interface, we have the ability to open lookup fields in different web pages, through the use of user clicking. The behavior works as follows, which can be useful if you want to stay on the page you are on. In our example let’s look at an Opportunity record with a Contact lookup field. Control + Click Clicking the Control key and Clicking the … Continue reading Opening Lookups in New Web Page in Dynamics 365 Unified Interface

Running an R Visualization in Power BI Desktop

In the previous posts, we installed R for Windows and RStudio as an IDE for R. Both are configured to work with Power BI. In this post, we will run an R Visualization in Power BI. In Power BI Desktop, you will see the R visualization type under Visualizations: Selecting it, we see the message to Enable script visuals. Note the warning and click Enable if you want to proceed: … Continue reading Running an R Visualization in Power BI Desktop