Posts

Fiddler Install

Fiddler is a web debugging proxy tool written by Eric Lawrence and owned by Telerik. To download it, go to: https://www.telerik.com/fiddler and select Free Download: Click Download: This will download: Click I Agree: Click Install: Click Close: You will see: Run Fiddler: Fiddler will load: You have the option to capture and not capture traffic: You will notice in your Internet Explorer options, a Proxy will be enabled. This will start and stop … Continue reading Fiddler Install

Dynamics 365 Themes

To change the theme of a Dynamics 365 installation is easy. Go to Customizations->Themes: Here you will see the default theme: Click Clone to copy the theme. We will change the color of the nav bar. We can also add a new logo: Publish the new these to see your changes: To change back to an existing theme, select the theme and publish:  

Microsoft AppSource

Dynamics 365 has an online marketplace, AppSource, where you can search for apps to install. These apps are written by vendors and also by Microsoft. It has products written for Cloud Solutions, Power BI and Office 365 as well as Dynamics 365. To use AppSource, go to https://appsource.microsoft.com/ and sign in with your 365 credentials. Notice the products you can filter on at this point. Scrolling down you will see the top app results and also … Continue reading Microsoft AppSource

Install Project Service Automation for Dynamics 365

To install Project Service Automation for Dynamics 365, head to Microsoft AppSource and search for Project Service Automation: https://appsource.microsoft.com/en-us/?search=project%20service%20automation You will see the Project Service Automation link: Select the link. Click on Free Trial: Agree to the conditions: Select the Organization and agree: Wait until the install is complete: Project Service will then appear in the menu:  

Power BI Publisher for Excel

The Power BI Publisher for Excel adds many features for business intelligence in Excel, including being able to analyze data from the Power BI service in Excel and being able to publish Excel image snapshots to Power BI. To install it, go to https://www.microsoft.com/en-us/download/details.aspx?id=50729 Note the supported versions of excel: Excel 2007, Excel 2010, Excel 2013, Excel 2016 Select the version you want to install: Run the exe:   Open Excel and … Continue reading Power BI Publisher for Excel

Creating Microsoft Flows for Microsoft Dynamics

Microsoft Flow can be used with Microsoft Dynamics to create flows. Searching for Dynamics in the available flows, you can see there are several flows out there, for example copying data from Dynamics CRM to Dynamics 365 for Operations, and creating Dynamics leads based on tweets: There is a flow to create a push notification based on a new sales order being created in Dynamics 365 for Financials, but not one … Continue reading Creating Microsoft Flows for Microsoft Dynamics

Introduction to Microsoft Flow

Microsoft Flow is a new service from Microsoft that enables creating automated workflows between applications. It is like IFTTT (if this then that) for cloud services. Flow is built on Microsoft’s Azure-based Logic Apps. They both share the same designer and the same connectors that allow you to connect to many different systems and automate your processes. Here we will go through an example of creating a flow. Firstly, log into … Continue reading Introduction to Microsoft Flow

Dynamics 365 Linq Queries

In order to use LINQ queries to access Dynamics 365 data, you need to go through the following steps. This is a late-bound example. First, add the necessary assemblies to access Dynamics 365: Next, connect to Dynamics 365: Finally write the LINQ query, here joining the contact and account and retrieving relevant fields to display: Results below: Code: [sourcecode language=”CSharp”] using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; using Microsoft.Xrm.Tooling.Connector; using Microsoft.Xrm.Sdk; … Continue reading Dynamics 365 Linq Queries

Power BI and Office 365 Groups

In Office 365 Admin, select the Groups icon, or type in Add a group: From here, you will see all existing groups: Select Add a Group: Select the group type: Enter the group information and Save: Group added: You can then edit the group, add members etc: Now, in Power BI, you will see the new Power BI Group:    

Install SQL 2016 Sample Databases

The AdventureWorks sample databases that had been used for a long time for SQL Server have been replaced with the SQL Server 2016 version. This new database contains many new features. To install the database, go to: https://github.com/Microsoft/sql-server-samples/releases/tag/wide-world-importers-v1.0 We will restore a local database and local data warehouse. Database is installed: Restore the data warehouse, place the file in a directory run the command replacing the source directory below: RESTORE FILELISTONLY FROM DISK … Continue reading Install SQL 2016 Sample Databases