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In Dynamics 365, when testing plugins, you can change which user the plugin runs under. Do to this, open the step in the Plugin Registration Tool. We have a plugin that runs on create of an account, that creates a new Task. We will select this to run under the context of a user, Alan Steiner by setting Run in User’s Context: Our user Alan Steiner does not have privileges … Continue reading Dynamics 365 – Impersonate a User in Plugin
As announced at the Business Applications Summit 2018 and shown by Power BI Product Manager Nikhil Gaekwad, Power BI’s user landing page will be revamped as “Power BI Home”. I believe Power BI Home will be impactful in the following ways: Help drive user adoption and engagement Expose users to new and existing content Give users the ability to find data quickly Draw in other users in an almost Slack/Teams … Continue reading Power BI Home
To create an app workspace, log into https://www.powerbi.com. You will see the screen below. Click on Workspaces->Create app workspace: You will see below: Enter a name and description: The workspace will load: You can also access the new workspace under the Workspaces: Go to My Workspace and select the created workspace. Select Workspace Settings: From here, you can change the name and description of the workspace, as well as delete … Continue reading Setting up an App Workspace in Power BI and Assigning User Permissions
To toggle between the Unified Client Interface (UCI) and Classic Mode, do the following. First, open Dynamics 365: Select Settings->Open in classic mode: The app will open in Classic Mode:
In previous versions of Power BI, on installing a Content Pack, dashboard, reports and datasets would be installed in the My Workspace area of the Power BI service: With Power BI Apps, the evolution of Content Packs, these assets are now bundled within the App. Below is an example of an App installed – you can see the user has no Dashboard, Reports and Datasets under My Workspace when the … Continue reading Finding Reports and Datasets in Power BI Apps
The Unified Client Interface (UCI) or Unified Interface is a new user interface in Dynamics 365. The idea is that it is one “unified” interface that is able to run everywhere, i.e. web, mobile etc with a rich and responsive design. Enhancements provided by the UCI over previous user interfaces include: Less white space Cleaner more uniform look Enable users to see more data without scrolling Right to Left languages … Continue reading Unified Client Interface (UCI) in Dynamics 365
In this post we will look at how to share an App with a user in Power BI. Our admin user, MOD Administrator, has installed an app, Sales Analytics for Dynamics 365: We now need to share this with our user, Alan Steiner. When Alan logs in, he sees no apps: Back as Administrator, select the App and click Share: You will see the Share dashboard page. Enter the user … Continue reading Sharing an App with a User in Power BI
Date Tables in Power BI are used to display dates in reports, filter by dates in reports, and use time intelligence functions in Power BI. Date Tables can be created in DAX or Power Query M Language. To create a really simple date table using DAX, you can use CALENDAR or CALENDARAUTO functions. Both these functions will create a table with one field, a Date field. For example, go to … Continue reading Creating a Really Simple Date Table in Power BI
In Power BI, we can create Date Tables to work with time intelligence. One step in this process is to mark the table as a date table, so Power BI knows to use the table for this purpose. To do this, select your dates table in Power BI Desktop and go to the Modeling tab, select Mark as Date Table: Select the date column from the date table and click OK: … Continue reading How to Mark a Date Table in Power BI
When using the Dynamics 365 for Phones app, you may encounter the error “Additional privileges required. Your user role is missing additional security required to access the mobile app. Please contact your administrator to include the missing privileges for your role. 80040220 Correlation ID : 9ec4ab21-781d-40c6-a176-dc267eedb01c”: You may also receive the message Principal user is missing prvUseTabletApp privilege: There are a couple of things to check here. First, make sure … Continue reading Error Logging Into Dynamics 365 for Phones App