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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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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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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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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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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 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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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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Lookup Fields on Power Apps Portal
Dominic Liu, 02 July 2022
Lookup fields can define views that display different sets of values from the associated entity. We often use lookup fields in Dynamics 365 to handle the relationships between tables. However, if you have a lookup field on your table that is linked to a reference table, the view is not related as we
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Resolve problems with Dynamics 365 for Outlook Client with Edge
Jared Johnson, 29 June 2022
If you are still using the old Dynamics 365 for Outlook Client, you may notice issues when using it with Microsoft Edge. When trying to create/edit a Dynamics 365 record from inside the Outlook Client, it will open the record in Edge, but in Outlook there will be just a blank white popup that will e
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Power Query - Conditionally Replace Values in a Column with Values from another Column
Colin Maitland, 27 May 2022
In this article, I will demonstrate how to use Power Query to conditionally replace values in a column with values from another column. We want to do this with the least number of steps, while handling blank values and maintaining the data type of the column for which values are to be replaced. For
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NZBN Integration for Dynamics 365 Add-on, Installation Guide
Paul Nieuwelaar, 15 May 2022
NZBN Integration for Dynamics 365 which allows you to search for real-time data direct form the New Zealand Companies Office and pull directly into Dynamics 365.Please follow the five easy steps below to get the trial underway.1. Download the NZBN Integration solution, and install it into your Dynam
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