Introduction While working on the Product Catalog, I noticed that there are “Updated Prices” button on the “Price List Item”, “Role Prices” and “Category Prices” table sub-grids present on the “Price List” table record that gives provision to bulk update the pricing i.e., increase/decrease prices by a certain percentage. Update Prices button on Price List… Read More »
Introduction Currently, we have a requirement where a client needs to upload a visiting card against their Account record and they need one Power BI Dashboard where their salesperson wants to see visiting cards for every Account. The client has stored the visiting image file into the Image data type of field. This blog will… Read More »
Introduction We can send the Power BI report or Dashboard details through email using the “Subscribe” button in the Power BI service. Power BI takes a screenshot of Dashboard/Report and an email screenshot is sent to the user’s inbox. Also, in the email body, it will have a “Go to Report” button, so by clicking… Read More »
Canvas Apps is the new Citizen developer to quickly design pixel perfect mobile apps with very little to no pro-dev knowledge. While Model Driven apps allow for drag and drop interface for form design, they still do have a strict layout and you cannot really place controls wherever you want. This is where Canvas Apps… Read More »
Introduction In Power BI, when we add data using Get Data button by connecting to the services, Power BI generates a query in background and we can modify this query and its data sources using ‘Advanced Editor’ Button. Recently, we had a business requirement to create Power BI report. So we created the Power BI… Read More »
Introduction Many of you are aware of manual refresh and schedule refresh feature of Power BI. Schedule refresh have refresh limit set based on the type of Power BI license. Users can add power BI report to CRM via CRM dashboard and Power BI dashboard. Also user’s data gets updated frequently and refreshing Power BI… Read More »
Introduction: PowerApps and Power BI can work together regardless of who is hosting. You can embed a PowerApps inside Power BI or vice versa. By combining Power BI and PowerApps together users can build great apps possessing powerful analysis and visualization as well as capability of enabling people to act right away at the same… Read More »
Introduction In this blog, we have explained how to convert currency field value as per the CRM logged-in user currency setting. Thus, it would be helpful for user to get the converted amount in their selected default currency. For example: User ‘A’ entered the amount as USD 10 and User ‘B’ have default currency as… Read More »
Note – Data in report will not follow security roles of logged-in user. Introduction In this blog we will see how to generate Power BI report based on logged-in user in Dynamics 365 CRM Online. Step 1 Create a report in Power BI desktop. Step 2 Create a role in Power BI desktop. Go to… Read More »
Introduction We recently had business requirement to show account details (account number, Email) horizontally by “Account Name” in Power BI Report. When we selected table to display data in our Power BI report, by default it display data vertically, as you can see in our below screenshot: We explored more and figure out that we… Read More »