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How to correctly calculate Today using DAX
Colin Maitland, 26 September 2024
I often want to calculate and use date ranges that are relative to today in various Power BI Online reports. However, there is no DAX function that calculates the correct date considering the time zone and daylight-saving time when the time zone is something other than UTC.In this article I will dem
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Improving HR Department Financial Processes with Xero Integration for Dynamics 365
Ryan Ingram, 26 June 2024
The Human Resources Department function goes beyond just finding the right talent for job vacancies. They also have to manage payroll, employee expenses, and financial records. These tasks can be time-consuming and prone to errors due to manual data entry and the use of different systems. By integra
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Three Reasons Why the Financial Sector Should Use Infinity Lookup for Dynamics 365 to Simplify Data Management
Ryan Ingram, 20 June 2024
The financial sector handles vast amounts of customer data, making accurate data collection and management crucial. Here’s how Infinity Lookup for Dynamics 365 can simplify these tasks:Improved Data RelationshipsInfinity Lookup enhances data relationships by allowing you to create and customize look
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Battle of the Best Password Managers: Dashlane, Bitwarden, 1Password, Zoho Vault, LastPass, and Secret Vault
Ryan Ingram, 06 June 2024
Going digital whether for personal or business use offers numerous benefits such as convenience, faster transactions, and centralized data management. However, it also comes with a lot of risks especially when sharing sensitive information. With the rise in cyber threats, protecting this data has be
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How to Add a New Modern List in Power Pages
Dominic Liu, 18 April 2024
The List is the most commonly used component when building Power Pages sites. It is a data-driven configuration that you use to add a webpage that will render a list of records without the need for a developer to surface the grid on a website. By using Lists, you can expose Dataverse records for dis
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Scenarios Where Infinity Buttons: Clone Record Can Be Used
Ryan Ingram, 10 April 2024
The Infinity Buttons: Clone Record is a tool that can be easily integrated into your Dynamics 365 CRM and can be used for various scenarios. The benefits of using the tool are to streamline processes, improve efficiency, and reduce manual efforts. Here are some scenarios where Clone Record tool can
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Seven Reasons Why Your Business Needs Cloud Storage
Ryan Ingram, 21 March 2024
Embracing technology can revolutionize businesses, streamlining operations and boosting efficiency. Among these innovations, cloud storage stands out for its myriad advantages that can significantly optimize business processes. Here's a comprehensive breakdown of the benefits it can offer your organ
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Top 5 Reasons Why You Need SharePoint Integration to Your CRM System
Ryan Ingram, 10 March 2024
Maximizing the potential of your Dynamics 365 CRM system extends far beyond just consolidating data—it offers numerous advantages that significantly elevate your business or organization. One powerful means of augmenting its capabilities is through integration with SharePoint, a move that can revolu
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Common frustrations in saving files in Dynamics 365 and how to solve them
Ryan Ingram, 25 February 2024
Saving files in Dynamics 365 can be beneficial in so many ways such as ensuring access to the right files at the right time and also being able to share them easily with your colleagues and stakeholders. However, there are some common challenges that lead to frustrations. We’ve outlined these comm
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How to Manage Customer Data in 2024 with GDPR Requirements
Ryan Ingram, 21 February 2024
In 2024, managing customer data comes with the responsibility of complying with regulations like the General Data Protection Regulation (GDPR). This guide offers essential insights to help your organization understand GDPR requirements and ensure compliance, in particular when using Dynamics 365. GD
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How to add a Power BI report or dashboard to Dynamics 365
Colin Maitland, 18 May 2023
The following is the first page of a Power BI report that I want to add to a Dashboard in Dynamics 365 Model Driven app. In this article, I demonstrate how to do this. The same process can be used to add a Power BI dashboard to a Dashboard in a Dynamics 365 Model-Driven app.The process consists of n
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How to configure the dates display format in Power BI reports
Colin Maitland, 18 May 2023
Have you ever looked at a Power BI report and seen that the dates are not in the format used by the country in which you reside or work, such as 01/13/2023 instead of 13/01/2023?In this article, I will demonstrate how to configure date fields in a Power BI report to be displayed for all users so tha
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You can now easily upload multiple files and send files to/from your Dynamics 365. Introducing Infinity Buttons - SharePoint Add-on
Paul Nieuwelaar, 17 April 2023
Your hard days of uploading single file and manually downloading your SharePoint documents and uploading it on your Dynamics 365 email are over! With the features of Infinity Buttons – SharePoint Add-on, all you got to do is to click a button, select your SharePoint files, and attach.Currently, the
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New Dynamics 365 tool lets you export your CRM data to PDF in minutes
Paul Nieuwelaar, 17 April 2023
Exporting your CRM data in PDF format is now available for free with features allowing you to customize your PDF file before you download it.Currently, Microsoft only offers exporting CRM data to read-only, non-customizable PDF files available only on Dynamics 365 Sales Premium, Dynamics 365 Sales E
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New Dynamics 365 CRM tool lets you easily export your CRM data to CSV
Paul Nieuwelaar, 17 April 2023
Exporting your CRM data in CSV files bulked in a ZIP folder is now available with customization features. At present, Microsoft only allows single non-customizable CSV file download of your CRM data via their Data Management tool. The other options are either design an overly complicated XMLport tha
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