• Power BI - Dataverse Connector verses OData Connector

      Colin Maitland, 04 February 2022

      In this article, I will describe some of the differences when using the Dataverse instead of the Dynamics 365 (Online), i.e., OData, connector in Power BI to retrieve data from Dynamics 365 (Online). When creating Power BI data models, I use a template data model that connects to Dynamics 365 (Onlin

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    • Power BI - Using Power Query to calculate Duration

      Colin Maitland, 03 February 2022

      When configuring a Power BI data model, the addition of one or more new column to store a calculated duration between two Date/Time values in Days, Hours or Minutes, or perhaps just Total Hours, is sometimes required.This can be done by adding Custom Columns using Power Query or Calculated Columns u

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    • Using C# to Add Members to a Static Segment in Dynamics for Marketing

      Adam Murchison, 31 January 2022

      When adding a list of members into a segment from Excel, you can’t always query them from Dynamics 365. There are many scenarios, such as you have a list of email addresses that may or may not exist in Dynamics 365. Microsoft suggests that we add a new field onto contact in this documentation. Micro

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    • Support for your CRM system - Variable or Fixed

      John Eccles, 27 January 2022

      Support is a necessityAn IT system is like a car. The real cost doesn’t stop when the system is installed. It requires ongoing support and maintenance to keep it working effectively. There’s an ongoing expense that can’t be avoided.‘Suppose you notice your neighbour filling the gas tank of his car f

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    • Dynamics 365 Partial Failures with Excel Online Export/Import

      Paul Nieuwelaar, 24 January 2022

      In Dynamics 365 Online, a common and useful way to bulk update lots of records at once is to use Open in Excel Online. This allows us to quickly modify bulk records using an Excel interface, which is also very useful when moving bulk data from one field to another. We can then Save immediately which

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    • Add additional fields to Dynamics CRM/365 Excel Template

      Roz Millar, 19 January 2022

      Have you ever been asked to add an additional field or fields to an excel template that you’ve spent time creating calculations, pivot tables and charts for? You would have found that one of the limitations of excel templates is that you can’t change the uploaded document via UI. You may have found

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    • Power BI: Transforming Option Set Values to Option Set Labels

      Colin Maitland, 02 December 2021

      In this article, I will demonstrate two methods that may be used for transforming the Option Set Values in Option Set columns to their corresponding Option Set Labels when using an OData Feed to Connect Power BI to Dynamics 365. These methods may be used for any single-select Option Set column retri

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    • The Data Analytics Opportunity

      John Eccles, 01 December 2021

      “It is a capital mistake to theorize before one has data.” — Sherlock HolmesThe Age of Data“Information is the oil of the 21st century, and analytics is the combustion engine.” — Peter Sondergaard, Senior Vice President and Global Head of Research at Gartner, Inc.The economy of the US and other mode

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    • New User Interface features in the Dynamics 365 2021 Release Wave 2

      Harshani Perera, 29 September 2021

      The 2021 Release Wave 2 for Dynamics 365 which will be rolled out from October 2021 through to March 2022 comes with several new features for the user interface that are quite nice. Following are some of the highlights listed below. I have also provided a few videos which explain the features in mor

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    • Setting up an Application User in Dynamics 365

      Paul Nieuwelaar, 21 September 2021

      In this article we’ll walk through all the necessary steps involved in setting up a new Application User in Dynamics 365, including creating a new Azure App Registration to use with the App User.Setting up the Azure App RegistrationStep 1:Create an App registration in Azure, under Azure Active Direc

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    • Growing Customer Equity

      John Eccles, 27 August 2021

      Customer EquityCustomer equity is the sum of the discounted lifetime values of the customers of a business.It’s a customer-centric measure of the value of the business and should be a key strategic focus.The way to grow customer equity is with the strategy and tactics of customer relationship manage

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    • Power BI: Is Leap Year Pattern

      Colin Maitland, 16 August 2021

      In this article, I will demonstrate several DAX formulas for Power BI that may be used to calculate whether a date falls within a Leap Year.Here is a table of dates showing the results for a set of dates. You will notice that:· If the Date is blank, then the result is False.· If the Date falls withi

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    • Using a Calculation Group to configure a Matrix in Power BI

      Colin Maitland, 11 August 2021

      In this article, I will demonstrate the use of a Calculation Group to dynamically update the columns displayed by a matrix (i.e Pivot Table) visualisation in Power BI.The following image shows a page from a sample Power BI report. This page provides an analysis of Opportunities Estimated Revenue and

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    • How to Quickly Capture Bugs in Azure DevOps using the Test and Feedback Tool

      Harshani Perera, 06 August 2021

      When testing software, recording issues and bugs is one of the time-consuming tasks. You may also need to use several tools to capture all the necessary data e.g., Excel, screen capture tools and paint. The great thing about the Test & Feedback Tool is that you can do all these things with this

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    • Formatting (Blank) in Power BI using a Calculation Group

      Colin Maitland, 04 August 2021

      In this article, I will demonstrate a simple method to format ‘(Blank)’ on a Data Card in a Power BI report as ‘0’ or ‘-’ rather than ‘(Blank)’.This image shows a page from a report in Power BI. Notice that the values displayed by the Data Cards for Open Revenue and Due to Close Revenue near the top

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