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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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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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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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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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You can now copy records in Dynamics 365 easily! Introducing Infinity Buttons - Clone Record
Paul Nieuwelaar, 17 April 2023
Ever spent too much time copy and pasting text from one record to another in Dynamics 365? With Infinity Buttons: Clone Record, copying records is now as easy as click, click and create - saving you hours of painstaking frustration within seconds. Currently, Microsoft Dynamics 365 does not offer a s
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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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How to calculate the percentage of a selected group of customers in Power BI
Colin Maitland, 12 April 2023
In this article, I will demonstrate how to calculate the percentage of the total for selected Customers versus the percentage of the total for all Customers.For example, I want to use a slicer to select the Top 10 Customers and for each of those display what percent the Actual Revenue is compared wi
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How to add sequential row numbers to a table using a SQL CTE
Colin Maitland, 23 February 2023
In this article, I will demonstrate how to add a unique sequential row number to records in a SQL Server table using a SQL Common Table Expression (CTE).This is an example of selected columns from a table named Opportunity. This list of Opportunities selected here has been sorted by the Created On d
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How to configure navigation menu in Power Apps Portal
Dominic Liu, 23 February 2023
In this blog, we will show you what to do so that you can show/hide different tabs on the navigation menu for different portal user, based on their web roles. Firstly, the Power Apps Portal navigation menu should be configured in the ‘Web Link Sets’ Entity within Dynamics. If you are logged in with
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How to use a calculation group to change a relationship in Power BI
Colin Maitland, 23 February 2023
In Power BI, Calculation Groups act as a filter that modifies the measures they are applied to. The use of a Calculation Group reduces the number of measures that need to be written to support multiple calculation scenarios.In this article, I demonstrate how a Calculation Group may be used to change
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Using Power Query to create a Date table
Colin Maitland, 14 October 2022
In this article, I will demonstrate how to use Power Query in an application such as Microsoft Excel or Power BI Desktop to create a Date table.When creating a data model, it is common to have a Date table for use in measures and visualisations. This is particularly important for Date/Time Intellige
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Remove Sign-In Page in Power Apps Portals
Adam Murchison, 23 September 2022
When signing into a Power Apps portal, by default it is set to show you a basic authorisation page. To go directly to your own authorization page is very easy and makes the user experience much nicer. This blog is following on from my Auth0 authentication blog, so we’ll demonstrate using the Auth0 l
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Power BI - P2 - Calculate Change vs Difference for two Date Ranges
Colin Maitland, 19 August 2022
This is the second part of a two-part article in which I demonstrate how to structure the Power BI data model and write measures to calculate and display the change and difference between two user selected sets of dates for a measure.In the first article, I demonstrated the configuration of the data
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How to add Knowledge Base Articles in Power Apps Portals
Dominic Liu, 04 August 2022
Recently, I have been working on a Power Apps Portal project, and our customers requirement is to add Knowledge Base Articles (KB Articles) on the portal webpages so that they can easily change the content inside Dynamics 365, here are two ways to add KB Articles on the webpage.Table PermissionsTabl
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Power BI - P1 - Calculate Change vs Difference for two Date Ranges
Colin Maitland, 26 July 2022
This is the first part of a two-part article in which I demonstrate how to structure the Power BI data model and write measures to calculate and display the change and the difference between two user selected sets of dates for a measure such as Actual Revenue for Won Opportunities.The image below sh
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