Instead of viewing dashboard and report on Power BI Web Service, we can directly view it in CRM. We need to publish the Power BI dashboard to our CRM Environment. This Blog will guide you through it can be done.

Problem Statement: Data Cleansing is always considered as a tedious task. When we have a look at our CRM systems we might find data full of duplicates, test records or blank records. A well defined approach comes in handy to systematically clean up your data. Below is the approach to clean Account data in dynamics … Continue reading Clean Up of Data in D365 CRM →

Introduction: In this blog, we will learn how to set the position of Data Card in form. Steps: 1.This is the form of Quote Product. Where all the Data Card is placed one after another. 2.We want this card to be beside one another. 3.To achieve this, click on the Data Card and change X … Continue reading Change the Position of Data Card on the Form in PowerApps. →

Introduction: In this blog, we will learn how to set multiple search fields in a Lookup Field. Use Case: We have a requirement where there is a Field (Data Field: Lookup) on the form, which should search records according to multiple columns. The Field on the Form is a Combo Box Steps: 1. This is … Continue reading Lookup Field with multiple search columns in PowerApps. →

Dynamics 365 portal helps you to provide additional support to your customers, partners, employees, and others. It helps you to stay connected and provide the necessary assistance. The best part about the whole thing is that you can get the portal if you have an active Dynamics 365  subscription. You need to follow simple steps … Continue reading Dynamics 365 Portals – How to Try Them Out for Free →

Introduction: In this blog, we will see how we can get list of users who has assigned a specific security role   Solution:  UserInfo userInfo; SecurityRole securityRole; SecurityUserRole securityUserRole; while select networkAlias from userInfo where userInfo.networkAlias exists join securityUserRole where securityUserRole.User == userInfo.id exists join securityRole where securityRole.RecId == securityUserRole.SecurityRole && securityRole.Name == ‘Sales manager(NameOfTheSecurityRole)’ { … Continue reading List of users for a security role | D365FO →

The best part about Dynamics 365 is that you can now launch portals related to customer, support or the prospect. Now, 100 per cent of these things including maintenance and integration can be controlled using Dynamics 365. The Dynamics 365 portal allows the audience to collaborate and communicate via an online location.  It also permits … Continue reading Dynamics 365 Portals – Why Do You Require Them →

Suppose, you want to show a loading/waiting screen to let people know there’s some heavy processing going on in the back-end and they shouldn’t navigate away to do anything else with the record, you can use loading screen by using showProgressIndicator() and closeProgressIndicatory() methods. Xrm.Utility methods There are 2 methods are documented in the Xrm.Utility … Continue reading Loading Screen using D365 CE JavaScript →

Now table browser becomes much easier for Microsoft Dynamics 365 Finance and Operations. Here you go with Google Chrome Extension – Table browser caller for D365FO. It’s very easy to install and use it. After installing the extension to the browser, it appears on the top bar and looks like While clicking on the extension, You can find … Continue reading Table Browser Extension for Google Chrome | D365 →

In some of the cases instead of providing security to whole form we need it for particular form control.So this blog will help you with providing access to form control via security roles.If you want to know more about security roles you can use my previous blog . First of all we need form control … Continue reading Set form control access via security role in D365 Finance →