Posts

Hiding the Navigation Bar and Command Bar in Unified Service Desk

In Unified Service Desk, we may like to hide the Dynamics 365 navigation bar and/or command bar. Let’s look at how to do this. We will do this with Unified Interface pages. First, we can hide the Command bar and Navigation bar in Dynamics 365 through a URL (see link). In USD, we could do something similar, or we could use the built-in functionality to do this. Let’s say when … Continue reading Hiding the Navigation Bar and Command Bar in Unified Service Desk

Hiding the Command Bar and Navigation Bar in Dynamics 365

In Dynamics 365, we can hide the command bar and navigation bar through the Dynamics 365 browser URL. Let’s look at how to do this. The navigation bar, or nav bar, is the top bar that has Dynamics 365 in the title. The command bar, or cmd bar, is the bar that has the New button etc: Let’s look at a typical URL that displays an account. We see the … Continue reading Hiding the Command Bar and Navigation Bar in Dynamics 365

How to Find Solution Layers in the Microsoft Power Platform

To find which layer a component belongs to in the Power Platform, open the component and select it, then go to See solution layers: We see the order of each later, starting with the System layer at number 1. Then each solution has a layer number, and at the top we have the active layer, in this case at number 18: For more information on layering of solutions, see this … Continue reading How to Find Solution Layers in the Microsoft Power Platform

URL Shortcut to your Dynamics 365 Apps

To get to your Dynamics 365 Apps, from your web browser enter the URL of your Dynamics 365 org and add /apps to the URL. For example: https://yourorg.crm.dynamics.com/apps  

Setting Lookups and Option Sets when Creating Records in Web API

In this post, we will look at how to set lookup and option set values when creating records in the Web API. Let’s create an Account record. Account have fields such as the following: Parent account – lookup Industry code – Option Set Do not email – boolean Credit hold – boolean Shipping method code – option set Currency Id – lookup Let’s create some JavaScript to create a new … Continue reading Setting Lookups and Option Sets when Creating Records in Web API

Cross-Report Drillthrough in Power BI

Cross-report drill through is a feature in Power BI that enables users to drill through from the data of one report to another separate report. Let’s look at how this works and how to set it up. We will create 2 reports, one called CrossReportDrillThroughSummary and one called CrossReportDrillThroughDetail in Power BI Desktop. For each report, confirm that cross-report drillthrough is enabled: Click on Report Settings, and check Allow visuals in this … Continue reading Cross-Report Drillthrough in Power BI

Passing Parameters in URL to Filter a Power BI Report

We have the ability to pass filters to Power BI reports so we can contextually filter the data displayed. This is useful when we are integrating Power BI with 3rd party applications and embedding in web pages where we want to show filtered data. Here are the steps to do this. First, connect to data. We will use the sample Accounts data here, which can be connected to via the … Continue reading Passing Parameters in URL to Filter a Power BI Report

How to Rename a Dynamics 365 Org

Let’s look at how to rename a Dynamics 365 organization. To do this, log into https://admin.microsoft.com/ and go to All Admin Centers: Select Dynamics 365: This takes us to the Dynamics 365 Administration Center. Click Edit: We see there are 2 options: Use the old edit settings page Go to Power Platform admin center Let’s look at the old settings first. This takes us to the page where we can change the Name … Continue reading How to Rename a Dynamics 365 Org

How to Use Report Drillthrough in Power BI

In Power BI, we can set up drillthrough, so users can go from one report visualization to a related visualization to see more detailed information. Let’s go through an example of how to do this. First, let’s connect to our data. We will use the sample data here. Pull it into Power BI Desktop using the Web Connector. Click Load: Next, let’s set up the report, with the following steps: … Continue reading How to Use Report Drillthrough in Power BI