Software + Imagination
Workflows in Dynamics 365 can run under specific scopes. We will go through an example of creating a workflow that will create a task for specific accounts. First, go to Processes and create a new workflow: Note the scope that the workflow can run under. We will select User, with the other options being Business Unit, Parent: Child Business Units and Organization: Next, create a task record to “call the … Continue reading Workflow Scope in Dynamics 365
To install the Salesforce content pack for Power BI, go to log into powerbi.com and from the bottom left, select “Get Data”: Select Services: Search for Salesforce. Select Salesforce Sales Manager->Get Now: If you are authenticated, select Allow: The new dashboard will load: With new underlying reports: Select Salesforce Sales Rep->Get Now: Select Salesforce Reports->Get Now: Connect to Salesforce: Enter your Salesforce credentials: You may see below:
If you try to open old Analysis Services smproj or Reporting Services projects in Visual Studio 2017 you may run into an unsupported error. To install the required templates, go to: https://marketplace.visualstudio.com/items?itemName=ProBITools.MicrosoftAnalysisServicesModelingProjects Select the Download link: Then for Reporting Services go to: https://marketplace.visualstudio.com/items?itemName=ProBITools.MicrosoftReportProjectsforVisualStudio Select Download: You will now be able to create and load analysis services and reporting services projects in Visual Studio:
Go to https://www.visualstudio.com/downloads/ and download the version you require. Run the download. I will install Professional. Select the components you would like to install and note the additional components in the Summary when you select a workload: Select Individual Components to install additional software: And Language Packs if required: Select Install on the bottom right: Once completed: Visual Studio will open:
To install the Sales Analytics for Dynamics 365 Content Pack, go through the following steps. Sign in to Power BI at http://powerbi.com: And you will see something like below. Under Services, click Get: This will take you to the AppSource window. Enter Dynamics in the search box and find Sales Analytics for Dynamics 365. Click Get it now: Enter the URL to your Dynamics 365 Service, and the last month of … Continue reading Installing the Sales Analytics for Dynamics 365 Content Pack
In Unified Service Desk, users can select a Dynamics 365 record, which we can set up to open in its own hosted control. For example, if a user selects a Contact, we can open that contact in a “Contact” hosted control. However, what if we would like to open multiple tabs of Contacts? For example, in USD we have a list of contacts: Selecting one contact opens the contact tab: … Continue reading USD – Opening Multiple Records
Power BI has a forecasting capability that can be applied to line charts. To use the forecasting, create a line chart, for example like the one below showing MSFT stock prices: Under the Visual properties, go to the Analytics tab and you will see Forecast. Add a new forecast: You may see this message below if the data is irregular. In our case, we can filter the data to show … Continue reading Power BI Forecasting and Analytics
When using Dynamics 365 Plugins, we have the ability to view the record data before and after changes have been made. Here we will go through an example. First, create a new class library in Visual Studio: Add code: Now, register a step: Register on Post Operation: We will filter this to run on the telephone1 change: Now, register an image. Select the Update step we created above: We … Continue reading Dynamics 365 Plugins – Pre and Post Images
You can publish from within Excel 2016 to Power BI. To do this, go through the following steps. In Excel 2016, create a new spreadsheet with data. Then, go to File->Publish: Select Save to Cloud, to save to One Drive for Business: Save the file. Next, Publish to Power BI: You should see a success message: A new dataset will be created (no report or dashboard): Go to Schedule Refresh. You will … Continue reading Publishing from Excel 2016 to Power BI
Dynamics 365 has an auto-save configuration option. After records are initially saved in Dynamics 365, if a user updates a record, the system will automatically save the record every 30 seconds. This behavior can be disabled by going to system settings: