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When using fields in Dynamics 365 forms, you may want to reuse the same fields in different tabs, sections and locations. This can be useful if you want to show the same data in a certain location, and it can also be useful when implementing a pattern to hide and show tabs or sections with data. For example, let’s say we have an Account form that looks like below, with … Continue reading Reusing and Duplicating Fields in a Dynamics 365 Form
When we build Power BI Reports using Power BI Desktop, we may lose the PBIX file (this doesn’t really happen, right?). In cases where this does happen, if the reports are uploaded to the Power BI Service, we can download the file directly from the Service itself. Let’s look at how this works. I have a Power BI Report called Sales Manager, with the PBIX file looking like below: I … Continue reading Download the PBIX File from Power BI Service (In Case You Lose Yours)
To get the client URL in a Dynamics 365 Power App with JavaScript, use: Xrm.Utility.getGlobalContext().getClientUrl() Running this in a browser produces:
In a previous post, we created an Income Prediction experiment in Azure ML. Let’s now look at how to deploy this to a web service. In Azure ML Studio, in our experiment, select Setup Web Service: And then Predictive Web Service: We get a Predictive experiment tab created, with Web service input and Web Service output nodes added: Select Columns in a dataset: Join Connect Columns in Dataset to Adult Census … Continue reading How to Deploy an Azure ML Experiment to a Web Service
In this post, we will look at how to create an Income Prediction model in Azure ML. We will use samples from Microsoft Azure and follow the Azure ML learning example. First, log into Azure ML Studio and select New to create a new Experiment: Go to Experiment and then Blank Experiment: Give the experiment a name: Next, we will need some data. In the search bar, type in “Income”, … Continue reading Creating an Income Prediction Azure ML Experiment in Azure ML Studio
When using the Power BI API, we often need to use the GroupId and DataSetId. Let’s look at how to get these from the URL in the Power BI Service. To get the Workspace GroupId, click on a Workspace. In the URL, you will see a format like https://app.powerbi.com/groups/ade7c4e4-1bdd-4472-8aa5-744febb1c8e6/list/dashboards?ctid=e6cca260-b075-4884-bc8e-54b7349f1f42, with the GroupId next to /groups/: To get a DataSetId, click on a Data Set. The URL looks something like https://app.powerbi.com/groups/ade7c4e4-1bdd-4472-8aa5-744febb1c8e6/datasets/8ca80576-866c-4a1b-af6f-e6c4a0004703?ctid=e6cca260-b075-4884-bc8e-54b7349f1f42, with the … Continue reading How to Get the Workspace GroupId and DataSetId from the URL in Power BI
In Dynamics 365, in the Service module, there are “parent” cases, and “child cases” that can belong to a parent case. In this post, we will show the behavior of what happens to child cases when you close a parent case and how this can be configured. First, go to Settings->Service Management: Click Parent and Child case settings: There are 2 options: Close all child cases when parent case is … Continue reading Setting Parent-Child Behavior for Resolving Cases in Dynamics 365
In Dynamics 365, when a user logs in they will see a dashboard. For example, below a user sees the Sales Activity Dashboard: Users may initially see a default dashboard based on their user roles combined with out of the box dashboards for certain roles. They would see this when their dashboard roles are set to the defaults, that we will show below. Users can change their default dashboard, and … Continue reading Setting the Default Dashboard in Dynamics 365
When trying to merge records in Dynamics 365, you may not see the Merge button, which appears when you select a record in a view: Or in Advanced find (the icon should be below): If you do not see these options, ensure your role has sufficient Merge privileges. Under Business Management->Miscellaneous Privileges, select Merge: You will see the Merge option:
In Dynamics 365, users have the ability to add notes and upload documents to records. For example, the Account record below has a Notes section: To enter a note, enter the text in the text box and click Done: Once entered, if you have delete permissions, you will see the ability to delete a note: On deleting a note, you will have a few seconds to undo your delete: To … Continue reading Attaching and Deleting Documents and Notes in Dynamics 365