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
Read the full article hereMaximizing 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
Read the full article hereSaving 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
Read the full article hereIn 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
Read the full article hereThe 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
Read the full article hereHave 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
Read the full article hereYour 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
Read the full article hereExporting 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
Read the full article hereExporting 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
Read the full article hereEver 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
Read the full article hereIn 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
Read the full article hereIn 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
Read the full article hereIn 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
Read the full article hereIn 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
Read the full article hereIn 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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