Power BI is a cloud-based service that connects to various data sources and offers powerful business intelligence capabilities for data analysis. With a range of data visualization options, it works seamlessly with other Microsoft tools such as Dataverse and Dynamics 365. Dataverse is a data platform that allows users to store and manage data from… Read More »
Microsoft has added a new feature called Cards in the Wave 2 release. Cards are simplified forms that are connected to Dataverse which can be sent to CRM users to capture the required details. In the previous blog, we explained how to create cards using Power Apps. In this blog, we have explained how to… Read More »
Recently when I was exploring the AI-driven out-of-the-box customer service reports “Customer Service Historical Analytics”, “Knowledge Analytics”, and “Omni-channel historical analytics”. I saw the newly added functionality in the report named “Bookmarks”. The “Bookmarks” feature is an important addition to the reports. Consider a use case where the Service Manager visits one of the report’s… Read More »
Introduction: In recent Microsoft releases many new features have been introduced. In this blog we will see how to use Power BI quick report (preview) on the view page in a model-driven app, to visualize CRM data. • User can enable this feature from https://make.powerapps.com/ as shown below. • Click on Apps on the left… 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 »