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 In a recent business requirement, we were requested to display account details (account number, Email) horizontally by “Account Name” in the Power BI Report. When we selected a table to display data in our Power BI report, it displayed data vertically by default. We explored more to figure out that we can’t format tables to show… Read More »
Innovators have an innate quality, they break down complex structures into basic elements and then, combine permutation and combinations of those elements to form another module. This leads to groundbreaking inventions, thereby ushering a wave of innovative solutions. It is an indigenous cycle that is adopted by developers and Technical Architects in order to revolutionize… Read More »
Microsoft keeps innovating its products and services persistently to keep abreast with the latest technologies, no wonder it is always much ahead of their competitors in the global market since ages. Its tools and products have been catering to diverse functionalities, and are extremely popular among the users. In this blog we are going to… Read More »
Introduction: In our previous blog we have seen how to create Power BI reports using Dynamics 365 connector. In order to publish Power BI report, you must have a Power BI service account associated with it. In this blog, we will see how we can add Power BI report in Dynamics CRM dashboards. Once you… Read More »
Introduction: In this blog, we will see how to show data of SQL server into Dynamics CRM. For this first, you need to connect your Power BI Desktop with SQL server. After that, we can show Power BI report into Dynamics CRM. Step 1: Register with Microsoft Power BI and by Sign in with your… Read More »
Introduction: Recently, we had a business requirement to show lookup fields name in our Power BI Reports. In Power BI Lookup columns show its guid and not name. So after some research and play around we found a solution to this problem. We achieved it by using LOOKUPVALUE function. Here as you can see in… Read More »