Microsoft Dynamics 365 and Dynamics CRM Blogs by Colin Maitland | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

Configure Power BI Line and Stacked Column charts for Targets

Colin Maitland, 26 July 2021

In this article, I will demonstrate how to configure a Line and Stacked Column chart in a Power BI report to display Won Revenue and Open Revenue against Sales Targets and Target Remaining for Opportunities from Dynamics 365. This demonstration highlights a useful approach for using this type of cha
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Dynamically setting the Y-Axis on multiple Charts in Power BI

Colin Maitland, 27 June 2021

In this article, I will demonstrate how to dynamically align the end value for the Y axis between two corresponding charts in Power BI. This demonstration will use of the example of displaying Won sales versus Lost Sales by Fiscal Quarter.A common approach to comparing values, such as Won Sales vers
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Updating addresses in Dynamics 365 with an embedded Canvas App

Colin Maitland, 15 June 2021

In this article I will demonstrate how to update the addresses for a Contact in Dynamics 365 using a Canvas App that is embedded in a Model Driven App Contract.This image shows the embedded Canvas App. The app is displayed on a tab named Addresses on a Model Driven App Contact Form. You learn how to
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Canvas Apps - Formatted Number Text Input and Display Demonstration

Colin Maitland, 19 April 2021

In this video blog, I will explain some limitations of using a Text Input control in a Canvas App to enter and display numbers. I will then demonstrate how a Label, Text Input and Timer control may be configured and used together to allow the data entry and display of formatted numeric values in a C
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Creating/Replacing Marketing Lists in Dynamics 365 from Power BI - Part 8

Colin Maitland, 02 March 2021

In my first article of this series, I introduced a demonstration of a custom Power BI embedded Canvas App, named ‘Marketing List App’, that is used to create new or replace existing static Marketing Lists in Dynamics 365 populated with a list of Supporters selected in a Power BI report.In this final
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Creating/Replacing Marketing Lists in Dynamics 365 from Power BI - Part 7

Colin Maitland, 22 February 2021

In my first article of this series, I introduced a demonstration of a custom Power BI embedded Canvas App, named ‘Marketing List App’, that is used to create new or replace existing static Marketing Lists in Dynamics 365 populated with a list of Supporters selected in a Power BI report.In this penul
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Creating/Replacing Marketing Lists in Dynamics 365 from Power BI - Part 6

Colin Maitland, 16 February 2021

In my first article of this series, I introduced a demonstration of a custom Power BI embedded Canvas App, named ‘Marketing List App’, that is used to create new or replace existing static Marketing Lists in Dynamics 365 populated with a list of Supporters selected in a Power BI report.The two most
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Creating/Replacing Marketing Lists in Dynamics 365 from Power BI - Part 5

Colin Maitland, 22 January 2021

In my first article of this series, I introduced a demonstration of a custom Canvas App, named ‘Marketing List App’, that is used to create new or replace existing static Marketing Lists in Dynamics 365 populated with a list of Supporters selected in a Power BI report.In this article I will describe
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Creating/Replacing Marketing Lists in Dynamics 365 from Power BI - Part 4

Colin Maitland, 16 December 2020

In my first article of this series, I introduced a demonstration of a custom Canvas App, named ‘Marketing List App’, that is used to create new or replace existing static Marketing Lists in Dynamics 365 populated with a list of Supporters selected in a Power BI report.In a previous article I introdu
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Creating/Replacing Marketing Lists in Dynamics 365 from Power BI - Part 3

Colin Maitland, 30 November 2020

In my first article of this series, I introduced a demonstration of a custom Canvas App, named ‘Marketing List App’, that is used to create new or replace existing static Marketing Lists in Dynamics 365 populated with a list of Supporters selected in a Power BI report.In this article I will introduc
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Creating/Replacing Marketing Lists in Dynamics 365 from Power BI - Part 2

Colin Maitland, 26 November 2020

In my first article of this series, I introduced a demonstration of a custom Canvas App, named ‘Marketing List App’, that is used to create new or replace existing static Marketing Lists in Dynamics 365 populated with a list of Supporters selected in a Power BI report.In this article I will demonstr
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Creating/Replacing Marketing Lists in Dynamics 365 from Power BI

Colin Maitland, 08 November 2020

In this article, I will introduce a demonstration of a custom Power Apps Canvas App, named ‘Marketing List App’, that is used to create new or replace existing static Marketing Lists in Dynamics 365 populated with a list of Supporters selected in a Power BI report.It is possible to create and update
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How to add the Subject Tree to the Site Map for a Dynamics 365 Model Driven App

Colin Maitland, 14 May 2020

In this article I demonstrate how to add Subjects to the Site Map for a Dynamics 365 Model-Driven App.Both Sales Literature and Subject are standard Dynamics 365 entities available for use as part of the Customer Engagement Plan and Customer Service App subscriptions. By default, Sales Literature mu
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A Tale of Two Countries - Charting Covid-19 Growth Rates with Power BI

Colin Maitland, 23 April 2020

Power BI is a great tool for analysing information. In this article, I demonstrate some charting approaches using some standard Power BI charts. The three examples of chart-sets in this article demonstrate my lay persons analysis of a ‘Tale of Two Countries’; i.e. comparison of the reported Covid-19
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How to Translate Dynamics 365 Field Values to Power BI

Colin Maitland, 23 January 2020

In this article, I demonstrate how to dynamically translate the Physical Name field values stored in the ‘Applicable From’ and ‘Related Field’ (i.e. SLA KPI) fields for Service Level Agreements (SLAs) and related Service Level Agreement Items (SLA Items) in Dynamics 365 to their equivalent Display N
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