Posts

Power BI – Year over Year (YOY) Reports using SAMEPERIODLASTYEAR

In Power BI, we may want to compare periods with our data to create reports such as year over year comparisons. Power BI offers several DAX time intelligence functions. In this post we will look at SAMEPERIODLASTYEAR. Let’s say we have an Orders table that contains orders for the last 2 years. The table contains an Order Date and a Ship Date: We also have a standard Dates table. Now let’s … Continue reading Power BI – Year over Year (YOY) Reports using SAMEPERIODLASTYEAR

Migrate USD from Web Client to Unified Interface with Migration Assistant

In Unified Service Desk, there is a new tool that allows you to migrate your USD configuration from the Dynamics 365 Web Client to the new Unified Interface. In this post we will go through a migration, using the “Web Client – Unified Interface Migration Assistant” tool. In our USD environment we see the following solutions. We are running USD 4.0: With hosted controls using CRM Page and KB Control: … Continue reading Migrate USD from Web Client to Unified Interface with Migration Assistant

Unified Service Desk – Unified Interface Page vs CRM Page

Below is a comparison of the pre-defined actions and events installed when a new hosted control is created. CRM Page UII Actions AssociatedView Close CloseActive CloseAndPrompt default DisableToolbarButton EnableToolbarButton Find FireEvent GetSelectedCount GetSelectedIds GoBack GoForward GoHome LoadArea lookupinfo MoveToPanel Navigate New_CRM_Page Open_CRM_Page Popup RealignWindow Refresh ReRoute RunScript RunXrmCommand Save SaveAll SaveAndClose ScanForDataParameters SetSize SetUserCanClose ToggleNavigation ToggleRibbon WaitForComplete WaitForData Events ActiveClosed BrowserDocumentComplete PageLoadComplete PopupRouted RefreshRequested Saved Unified Interface Page UII Actions … Continue reading Unified Service Desk – Unified Interface Page vs CRM Page

Dynamics 365 WebAPI and C# – Configuring Sample Code

Microsoft has downloadable samples that demonstrate using the Dynamics 365 WebAPI with C#. The samples contain examples of using HttpClient getasync, sendasync with JSON. The samples can be downloaded at https://code.msdn.microsoft.com/CRM-Web-API-Functions-and-a44416bb, with the code walkthrough at https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/webapi/web-api-functions-actions-sample-csharp. In this post we will configure the code to run with Dynamics 365. First, click to download: You will see: Open the solution in Visual Studio: You will see: In NuGet, click Restore in the … Continue reading Dynamics 365 WebAPI and C# – Configuring Sample Code

Bing Custom Search Hello World in C#

In this post, I will go through how to use Microsoft Azure Cognitive Services to create a Custom Bing Search app in Visual Studio. The first thing you will need is to create a custom search instance and get API keys. Once you have done that, create a new console app in Visual Studio: You will see: Add NewtonSoft.Json through NuGet: Add the code. This is built on the example … Continue reading Bing Custom Search Hello World in C#

Creating a Bing Custom Search Instance with Keys for Bing API

In this post, we will create a new Bing Custom Search Instance that we can use to access the Bing Custom Search API. This will enable us to access the Bing Search API from apps we build, thereby opening our apps to the power of Bing Search. First, go to https://www.customsearch.ai/ and sign in: You will see the steps below. Click Create new instance: Name the instance and click OK: You … Continue reading Creating a Bing Custom Search Instance with Keys for Bing API

Getting a Bing Custom Search API Key in Azure Portal

In this post we will go through signing up for a Bing Custom Search key using the Azure portal. Go to https://portal.azure.com and search for Bing Custom Search: Click Create: Enter details including the name and pricing tier. Click Create: You will see below, with the endpoint, e.g. https://api.cognitive.microsoft.com/bingcustomsearch/v7.0 Click on Keys and note the keys for use in your apps:  

Creating an Azure Virtual Machine

Log into https://portal.azure.com/ and select Virtual Machines. Click Add: And Create Virtual Machine: There are several machine images to choose from. We will select Windows Server: And then the build – Windows Server 2016 Datacenter: Click Create: Enter information such as the machine name, disk type (premium SSD or standard HHD), username and password: Select the compute type: And now the Settings: Select the inbound ports: We will select RDP: Note … Continue reading Creating an Azure Virtual Machine

Installing Unified Service Desk 4.0 Server and Client

In this post we will install Unified Service Desk 4.0 client and server. This is for a new installation in Dynamics 365. Go to: https://www.microsoft.com/en-us/download/details.aspx?id=57273 Click Download: Select the PackageDeployer, which will install the new USD solutions in Dynamics 365, and the client version you require – x86 or x64: Run the Package Deployer: Click Continue: Select location for extracting files: Click Continue: Enter your Dynamics 365 credentials and click Login: … Continue reading Installing Unified Service Desk 4.0 Server and Client

Getting Started with Power BI – What is Desktop, Service, Free, Pro, Premium, Embedded and Mobile

Power BI is Microsoft’s cloud-based Business Intelligence Suite. Understanding how the pieces fit together can be a little challenging. In this post, I will discuss what Power BI is and how all the pieces fit together. Power BI consists of: Power BI Desktop Power BI Service Power BI Report Server Power BI Mobile Let’s look at each of these. Power BI Desktop Power BI Desktop is a downloadable tool that … Continue reading Getting Started with Power BI – What is Desktop, Service, Free, Pro, Premium, Embedded and Mobile