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

Passing Context from a Toolbar Button in Dynamics 365 UCI

In this post, we will look at how to pass context from a toolbar button in Dynamics 365 in the Unified Client Interface (UCI). Let’s add a custom button to the Contact form and call a JavaScript which will pass the context. First, let’s create a new JavaScript web resource: We will pass the context as the first parameter: Code: function UpdateFN(context) { var a = context.getAttribute(“firstname”).setValue(“UPDATED”); } Save and … Continue reading Passing Context from a Toolbar Button in Dynamics 365 UCI

Changing Autonumber Prefixes in Dynamics 365

In Dynamics 365, there are some entities which use auto-number prefixes that can be configured. These entities are: Contracts Cases Articles Quotes Orders Invoices Campaigns Categories Knowledge Articles To configure this, go to Setting->Administration and click on Auto-Numbering: Here you will see tabs for each of the options: Let’s look at Orders. The next number is ORD-1002- and then a set of 6 characters. The suffix is used to guarantee … Continue reading Changing Autonumber Prefixes in Dynamics 365

Creating a New Branch in GitHub from Visual Studio

In this post, we will look at how to create a new branch in GitHub from Visual Studio. Method 1 – Creating a Branch in GitHub.com Let’s look at our GitHub repo for out app called my-console-app: In Visual Studio, we have a project that points to this GitHub repo: In the bottom right, we see we are connected to the Master branch: From GitHub, we can create a new … Continue reading Creating a New Branch in GitHub from Visual Studio

Creating a New Branch in GitHub

In this post we will look at how to create a branch in GitHub. In previous posts, we: Installed Git on Windows using SCM Signed up for GitHub Installed GitHub Desktop for Windows Cloned a Repository from GitHub. We now have a local repo in Windows Made changes and committed to our local Master Published our changes to GitHub In this post, we will create a new Branch, Commit and … Continue reading Creating a New Branch in GitHub

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  

Add a SharePoint Site to Teams

In this post, we will look at how to add a SharePoint site to Teams. Sign into Teams, and go to a team. In the right you will see a +: Here we can select the type of tab we want to add: Search for SharePoint. The first one is “View pages and collaborate with lists”, the second is “Add a tab for a SharePoint news article or page”: We … Continue reading Add a SharePoint Site to Teams

Upgrading to Unified Service Desk 4.1

In this post we will install Unified Service Desk 4.1 as an upgrade from USD 4.0. First, download Unified Service Desk 4.1 here: https://www.microsoft.com/en-us/download/details.aspx?id=58204 Select the files to download. We will download the USD 4.1 Server (PackageDeployer) and the USD 4.1 Client for 64-bit systems: First the Server upgrade. Open the file Dynamics365-USD-4.1.1.1246-PackageDeployer.exe: Click Continue: Choose an extract location. Click Continue: Log in to Dynamics 365: Select Unified Service Desk – … Continue reading Upgrading to Unified Service Desk 4.1

Downloading and Installing Power BI Report Builder

Power BI Report Builder is a downloadable Windows application that allows you to build paginated reports. In this post we will show how to download and install it. First download Power BI Report Builder at: https://www.microsoft.com/en-us/download/details.aspx?id=58158 and click Download: Note you can also download it from the Power BI Service: Open the downloaded PowerBiReportBuilder.msi file: Click Next: Click Next: Click Next: Click Install: Click Finish: Open Power BI Report Builder: Report Builder … Continue reading Downloading and Installing Power BI Report Builder