DynamicsCon Workflow Deep Dive
Sep15

DynamicsCon Workflow Deep Dive

DynamicsCon is here to save the day! Virtual Training for your organizations heroes! Last week was the 1st ever DynamicsCon! This was a free community event with sessions voted on by attendees and it was a huge success! Sessions were prerecorded which meant that speakers could engage in the chat and answer questions as the session continued to play. Then there was still time for live… Continue Reading Kylie Kiser’s Article...

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{Common Data Service} Install and Uninstall Sample Data programatically
Sep15

{Common Data Service} Install and Uninstall Sample Data programatically

Sample data is great for any demo and testing of a feature in CRM instance. We can install and uninstall Sample Data from CRM by navigating to Settings->Data Management->Sample Data We could also install and uninstall Sample Data using Web API and Organization Service through C# code. Using the Web API Install sample data using… Continue reading {Common Data Service} Install and Uninstall… Continue Reading BIPIN...

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Dynamics 365 Customer Service in 1 hour or less ⏰
Sep15

Dynamics 365 Customer Service in 1 hour or less ⏰

Did you know that it is possible to setup a fully functional Customer Service installation in less than one hour? I am proud to present all 3 parts1. The community solution – Download2. The Video for installation3. The Video for demonstrating the product I have put a lot of hours into this configuration, because I wanted other consultants to see how nice and easy Customer Service could… Continue Reading Thomas...

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Setup Mailbox for Automatic Case Creation in Unified Interface
Sep15

Setup Mailbox for Automatic Case Creation in Unified Interface

In the past I’ve written an article on how to setup and configure a support mailbox in exchange where customers can send emails to if they have an issue that needs to be resolved. We were able to use the automatic record creation and update rules (ACR) in the legacy interface to configure the logic to create a case record for the email that came in. I’ve tried to setRead More Continue Reading Dian Taylor’s Article on...

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Email Signatures with Images & Hyperlinks – Part Two
Sep15

Email Signatures with Images & Hyperlinks – Part Two

Back in October 2017, I wrote about adding images and hyperlinks to Email Signatures in Dynamics 365. Randomly I have had two people contact me in the past week asking how to get it to work. It still works in the Classic interface, but let’s get with the Unified Interface approach people! We can use the lovely updated Email Signature Experience if using the Customer Service Hub app, or simply… Continue Reading Megan V....

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Deploy and run SSIS Integration Toolkit for Dynamics 365 on Azure Data Lake (KingswaySoft)
Sep15

Deploy and run SSIS Integration Toolkit for Dynamics 365 on Azure Data Lake (KingswaySoft)

In the previous post, we saw how to deploy and run SSIS packages on the cloud. Here we take it one step further and will deploy and run the SSIS packages that use KingswaySoft’ s SSIS Integration Toolkit components. Here we will need an Azure Subscription, where we will host the SSISDB, followed by provisioning … Continue reading “Deploy and run SSIS Integration Toolkit for Dynamics 365 on… Continue Reading...

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AddColumns() function to dynamically add columns to a Data table in Canvas Power App | SharePoint List
Sep14

AddColumns() function to dynamically add columns to a Data table in Canvas Power App | SharePoint List

At times, you want to do a quick calculation but the Data Source doesn’t have that column present. Example, you’re populating some data from a SharePoint List which is a Scoreboard. But it doesn’t tell the difference between the current Score and Top Score. So, to find how many points does the Score trails by the Top Score. To do that, we’ll dynamically add a Column to our Data Table in a… Continue...

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AddColumn() function to dynamically add columns to a Data table in Canvas Power App | SharePoint List
Sep14

AddColumn() function to dynamically add columns to a Data table in Canvas Power App | SharePoint List

At times, you want to do a quick calculation but the Data Source doesn’t have that column present. Example, you’re populating some data from a SharePoint List which is a Scoreboard. But it doesn’t tell the difference between the current Score and Top Score. So, to find how many points does the Score trails by the Top Score. To do that, we’ll dynamically add a Column to our Data Table in a… Continue...

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Explainer – Where should I store my Canvas Power App data?
Sep14

Explainer – Where should I store my Canvas Power App data?

Tech intensity refers to an organisation’s ability to turn tools and technologies into their own problem-solving digital solutions. If you are looking at using Canvas Power Apps to solve business problems, you might wonder where you should store your data. Here’s another two minute video I created to show what you should consider. Continue Reading Brian Illand’s Article on their blog Explainer – Where should I...

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{CDS Developer Quick Tip} Set Lookup field using Altername key during Create and Update record from C#
Sep14

{CDS Developer Quick Tip} Set Lookup field using Altername key during Create and Update record from C#

One of integration performance issue is to set related entity lookup field where we need to get record ID and then set the lookup field while creating/updating record from C#. As per latest update of SDK, we can now set lookup field using Alternate Key without having to first get record ID. This will improve… Continue reading {CDS Developer Quick Tip} Set Lookup field using Altername key… Continue Reading BIPIN...

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Microsoft Teams as a platform
Sep14

Microsoft Teams as a platform

Teams started out as a pure collaboration tool, but it’s now becoming a platform for no-code, low-code and pro-code business apps. Here’s an analysis of the potential impact Teams will have for Power Platform and Microsoft 365 application development. The post Microsoft Teams as a platform appeared first on Jukka Niiranen. Continue Reading Jukka Niiranen’s Article on their blog Microsoft Teams as a platform –...

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Omnichannel & Operating Hours
Sep14

Omnichannel & Operating Hours

I’ve recently been spending time looking at, and talking about, how we can handle company hours within Omnichannel. This has covered both how to use them within chat (Handling Company Hours) as well as being able to change the chat widget functionality (Handling ‘Out of Hours’). Imaging my surprise therefore when someone asked me ‘how do we go setting them up properly?’. When I… Continue Reading...

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{Power Platform} Migrate data using Odata Dataflows
Sep14

{Power Platform} Migrate data using Odata Dataflows

A dataflow is a collection of entities (entities are similar to tables) that are created and managed in environments in the Power Apps service. You can add and edit entities in your dataflow, as well as manage data refresh schedules, directly from the environment in which your dataflow was created. In today’s blog I will… Continue reading {Power Platform} Migrate data using… Continue Reading BIPIN KUMAR’s...

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Deploy and run SSIS package in Azure Data Factory
Sep14

Deploy and run SSIS package in Azure Data Factory

Before the SSIS package can be deployed to Azure Data Factory we need to provision Azure-SQL Server Integration Service (SSIS) runtime (IR) in Azure Data Factory. In the previous posts, we had created an Azure data factory instance had used Azure SQL Database as the source. Within Azure Data Factory in the Let’s get started … Continue reading “Deploy and run SSIS package in Azure… Continue Reading Nishant...

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Exam MB-400 Revision Notes: Series Roundup
Sep13

Exam MB-400 Revision Notes: Series Roundup

Welcome to the final post in my series focused on providing a set of revision notes for the MB-400: Microsoft Power Apps + Dynamics 365 Developer exam. In today’s post, I wanted to consolidate all of the content from the series into a single, concise post for ease of access. I’ll also provide some general advice and tips that I hope will come in useful for when you sit the exam. This series… Continue Reading The CRM...

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Dynamics CRM Monitor CDS Plugins performance
Sep13

Dynamics CRM Monitor CDS Plugins performance

Plugin performance in Dynamics CRM can be monitor and checked to find out the issues and trends like how many times plugins executes or failed. Run-time information about plug-ins and custom workflow extensions is captured and store in the PluginTypeStatistic Entity. These records are populated within 30 minutes to one hour after the custom code executes.… Continue reading Dynamics CRM Monitor… Continue Reading BIPIN...

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Dynamics CRM Connect to CDS using XrmTooling from PowerShell
Sep13

Dynamics CRM Connect to CDS using XrmTooling from PowerShell

To connect to Common Data Service from PowerShell we can use XrmTooling cmdlet provided by Microsoft. Get List of CRM Organizations using XrmTooling cmdlet Install Microsoft.Xrm.Tooling.CrmConnector.PowerShell moduleInstall-Module -Name Microsoft.Xrm.Tooling.CrmConnector.PowerShell -scope CurrentUser Store credential in variable. Provide Username and Password for your CRM Instance$Cred =… Continue Reading BIPIN KUMAR’s...

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Dynamics CRM Create Single Page Application using ADAL.JS to connect to CDS
Sep12

Dynamics CRM Create Single Page Application using ADAL.JS to connect to CDS

We can create a Single Page Apps (SPAs) which uses JavaScript to work with Common Data Service data. To provide this, Cross-Origin Resource Sharing (CORS) is enabled so that your SPAs can bypass browser restrictions that normally prevent requests that cross domain boundaries. you can use the Azure Active Directory Authentication Library for JavaScript (adal.js) and it… Continue reading

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Dynamics CRM Web API C# Auto Refresh Access Token while performing API request to CDS
Sep12

Dynamics CRM Web API C# Auto Refresh Access Token while performing API request to CDS

As we know to connect to CDS WEB API from C# application we first need to acquire access token and validity of that is 1 hour. While performing small number of requests this will be sufficient. However when we want to run long running process we will get HTTP 400 error when token expires. To… Continue reading Dynamics CRM Web API C# Auto Refresh Access Token while performing API request… Continue Reading BIPIN...

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Alternative to the ‘in’ operator for Power Apps when filtering SharePoint data
Sep12

Alternative to the ‘in’ operator for Power Apps when filtering SharePoint data

Many of you may already have faced some delegation limitations when using SharePoint as a data source for your canvas apps. When the operation or filter is delegable, it means the query results are processed by the data source and returned to Power App rather than being processed locally in the App, with a maximum of 2000 items to be returned per call. For performance reasons, the default… Continue Reading Michel Mendes’s...

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Environment Variables in Smart Buttons
Sep11

Environment Variables in Smart Buttons

A very common request I’ve had for the Ribbon WorkbenchSmart Button solution is to be able to configure the WebHook/FlowUrl using an Environment Variable. Environment Variables are small pieces of information that can vary between environments without there needing to be customizations update. This way you can have different endpoints for each environment without making customization… Continue Reading Develop1’s...

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Pets vs. Cattle – How to manage your Power App Environments
Sep11

Pets vs. Cattle – How to manage your Power App Environments

A situation I see very frequently is where there is a ‘special’ PowerApps environment that holds the master unmanaged customizations. This environment is looked after for fear of losing the ability to deploy updates to production since with managed solutions you can’t re-create your unmanaged environment. Sometimes, a new partner starts working with a customer only to find that they have… Continue Reading...

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Power Baseball League: Data Mapping
Sep11

Power Baseball League: Data Mapping

My other favorite part of going to baseball games at Nationals park is seeing the presidents! Now that we have figured out our core goals for phase 1, we need to figure out how all this data links together. Today we are going to walk through a data mapping exercise for the Power Baseball League. We start with the core data points we have identified and start to break down the data that… Continue Reading Kylie Kiser’s...

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Office365 authentication type and OrganizationServiceProxy class for connecting to Common Data Service Deprecated
Sep11

Office365 authentication type and OrganizationServiceProxy class for connecting to Common Data Service Deprecated

Use of the WS-Trust authentication security protocol when connecting to Common Data Service is no longer recommended and has been deprecated. This change impacts custom client applications that use “Office365” authentication and the Microsoft.Xrm.Sdk.Client.OrganizationServiceProxy or Microsoft.Xrm.Tooling.Connector.CrmServiceClient classes. How do You know If your code is using WS-Trust… Continue Reading BIPIN KUMAR’s...

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Beth Burrell on The Oops Factor
Sep11

Beth Burrell on The Oops Factor

Finding out how exactly Beth took up golf, how that then progressed over time into relationships, and what exactly can happen when you’re too honest with people! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Beth Burrell on The Oops… Continue Reading...

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D365 CE: Get Logged in User’s Security Roles using JavaScript
Sep11

D365 CE: Get Logged in User’s Security Roles using JavaScript

Originally posted on Ajit Patra: Many times we come across requirements such as show/hide ribbon buttons based on logged in user’s security role. Earlier, we used to get security roles of logged in user at client side using Xrm.Utility.getGlobalContext().userSettings.securityRoles which used to return array of GUID value of each security role. Now that it’s deprecated,… Continue Reading Nishant Rana’s Article...

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Use Azure Data Factory V2 to load data into Dynamics 365
Sep11

Use Azure Data Factory V2 to load data into Dynamics 365

Let us take a simple example where we will set up an Azure Data Factory instance and use Copy data activity to move data from the Azure SQL database to Dynamics 365. Login to Azure Portal. https://portal.azure.com Search for Data factories Create a new data factory instance Once the deployment is successful, click on Go … Continue reading “Use Azure Data Factory V2 to load data into… Continue Reading Nishant...

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Management and leadership books I read in the last 4 years
Sep10

Management and leadership books I read in the last 4 years

In 2016 I become a Scrum master on a enterprise project and was tasked with helping create a great Dynamics 365 team and I started out on my journey to improve the skills needed to lead. I started reading books on the following subjects Management Leadership Coaching Presence Communication Scrum/Agile DevOps Persuasion I read autobiographies of business people, football coaches… Continue Reading Hosk’s Article on their...

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ISV Connect ED and our Apps are now Free
Sep10

ISV Connect ED and our Apps are now Free

I had planned on making this two posts, but frankly I have too much on my plate at the moment, so its a twofer. The first part is about something new I launched, and the second part is about a bold move I made. ISV Connect ED I have certainly been one of the “complainers” about Microsoft’s ISV programs, including ISV Connect. Well, you can only complain so much, and then, if you are in a… Continue Reading Steve...

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Required fields are over-rated (part 2)
Sep10

Required fields are over-rated (part 2)

Thank you for coming to my follow up for why I think required fields are over-rated! If you missed part 1, you can catch it here. Last time I spoke about the different types of fields and the data they contain so this post will start off a little technical. Ultimately, required fields are only enforced client side. Huh? What does that mean? Your users are the client, using a web client,… Continue Reading Matt’s Article on...

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Personalize Your Sales Process with CRM
Sep10

Personalize Your Sales Process with CRM

Sales force automation is one of the most popular apps of customer relationship management (CRM).  Whether you choose Microsoft Dynamics 365, Salesforce, or another CRM product, sales is likely near the top of your priorities.What makes a sales organization successful, however, varies significantly from one company to another based on the targeted sales segments and the position of the company… Continue Reading...

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Dynamics 365 Integration with TeamViewer
Sep10

Dynamics 365 Integration with TeamViewer

Before I begin, I will start with this solution is free, however, it requires a Corporate Subscription for Team Viewer, so it cannot be used with the standard free user license. It is very common for Customer Support agents to require a 1:1 session with the customer in order to assist him better. Most of the time is done via chat or desktop screening sessions. One of the most used software for establishing a Remote Viewing session...

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Failed to get response from server error while trying to connect to Dynamics 365 using linked services – Azure Data Factory
Sep10

Failed to get response from server error while trying to connect to Dynamics 365 using linked services – Azure Data Factory

Recently, while trying to connect to Dynamics 365 data set through Linked Service we got the below error Seems like a product issue, so the workaround is Opening Azure Data Factory in a new incognito or in-private mode. Or Cancel and do not select the certificate, while testing the connection. Ignoring the certificate fixed the … Continue reading “Failed to get response from server error while… Continue Reading...

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A Pro Code Escape in Power Automate
Sep09

A Pro Code Escape in Power Automate

Microsoft Power Automate is a fantastic platform when it comes to low-code automation, with connectors to literally hundreds of data sources.But what if you need to do something too complex for the existing flow actions?Take the Pro Code Escape with the Common Data Service. In the true spirit of the #ProCodeNoCodeUnite movement, the Power Automate and Common Data Service… Continue Reading Jonas Rapp’s Article on their blog...

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Energize your Intranet with Microsoft Power Apps and Customer Voice
Sep09

Energize your Intranet with Microsoft Power Apps and Customer Voice

This is a followup to my earlier post “Replacing Microsoft InfoPath with Power Apps” which discussed the discontinuation of the InfoPath form tool which was previously used in conjunction with SharePoint for many internal corporate applications typical on an intranet. Since then, Microsoft renamed the Forms Pro product Dynamics 365 Customer Voice. This is not to be confused with Microsoft’s… Continue...

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Implement real-time search in Gallery of CDS records in a Canvas Power App | Power Platform
Sep09

Implement real-time search in Gallery of CDS records in a Canvas Power App | Power Platform

One of the most common asks is to be able to search CDS records in a Gallery control in real-time using a Text-box. Search Box & Gallery connected to CDS Let’s design a simple gallery that is populated with CDS records from Account entity. Take a Text Input control (Textbox) and make it look like a Search Box. In order to have the Search watermark, write the text to appear as… Continue Reading priyeshwagh777’s...

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Dynamics 365 Enable Send Direct Email Action in Unified Interface
Sep09

Dynamics 365 Enable Send Direct Email Action in Unified Interface

Recently we had a requirement to send bulk email from Lead home grid. Initially we thought to implement custom button to be added on Home grid on Lead entity. And call custom action to send bulk email. However when we researched on microsoft doc, We have found out OOB feature Send Direct Email which is… Continue reading Dynamics 365 Enable Send Direct Email Action in Unified Interface Continue Reading BIPIN KUMAR’s...

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Nulls are Evil
Sep09

Nulls are Evil

..and so are exceptions!Photo by Martino PietropoliNow that I have piqued your interest, it falls to me to explain why I feel that way — especially as there’s a 50:50 chance that you disagree, perhaps even strongly. One thing that I am sure we can agree on is, in programming, there is no avoiding Nulls or exceptions; things go wrong, servers may be down, data may simply not exist, the… Continue Reading Jay Barden’s Article...

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{Dynamics 365} Enable Rich Text Notes in Timeline
Sep09

{Dynamics 365} Enable Rich Text Notes in Timeline

In today’s blog we will see how to enable rich text Notes in Timeline. Earlier we used to enter only normal text in Notes in timeline. To enable this feature navigate to Advanced Settings->Settings Then go to Administartion->System Settings->Generate Tab Tick Use rich text to make it easier to format notes created in Timeline. Click… Continue reading {Dynamics 365} Enable Rich Text Notes… Continue...

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Handling ‘Out of Hours’
Sep09

Handling ‘Out of Hours’

Let’s face it – we can be quite spoiled at times. As a customer, we can sometimes expect that companies be available 24/7 to service our requests, needs, issues, etc. That would be wonderful, wouldn’t it! Imagine that you have a mobile phone issue at 2am – you could call up your provider, and have it handled (or a new handset sent out) immediately. That would be quite nice! Unfortunately… Continue Reading...

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Use Power BI to analyze the CDS data in Azure Data Lake Storage Gen2
Sep09

Use Power BI to analyze the CDS data in Azure Data Lake Storage Gen2

In the previous post, we saw how to export CDS data to Azure Data Lake Storage Gen2. Here we’d see how to write Power BI reports using that data. Open the Power BI Desktop, and click on Get data Select Azure > Azure Data Lake Gen 2 and click on connect. To get the container … Continue reading “Use Power BI to analyze the CDS data in Azure Data Lake Storage Gen2” Continue Reading Nishant Rana’s...

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Power Automate – Determine which CDS event triggered a Flow
Sep09

Power Automate – Determine which CDS event triggered a Flow

Using the Common Data Service (Current Environment) connector you can create Power Automate flows that get triggered by an event on a CDS entity. When you create the flow you choose a condition or set of conditions that trigger the flow. Sometimes you need to vary what the flow does based on the CDS trigger […] The post Power Automate – Determine which CDS event triggered a Flow appeared first… Continue Reading Joe...

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Dynamics 365 – 2020 Release Wave 2 | Part 5
Sep08

Dynamics 365 – 2020 Release Wave 2 | Part 5

In July 2020 the release notes for wave 2 came out for Dynamics 365 and the Power Platform and on August 3rd we were able to enable these features for early access. I’m writing a series of articles on these new features. Previously I wrote about generic updates and the updates in Dynamics 365 Sales and Dynamics 365 Customer Service and in last week’s article I wrote the first halfRead… Continue Reading Dian...

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Creating Your Own Website – Personal Brand Series
Sep08

Creating Your Own Website – Personal Brand Series

Part Two of my series all about building and marketing your own personal brand is all about creating your own website. I’ve put together some thoughts on how to get started, what I think is important, and included some thoughts from some friends. You can check out the video on YouTube! Continue Reading Megan V. Walker’s Article on their blog Creating Your Own Website – Personal Brand Series – Megan V. Walker...

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Error – We don’t support the option ‘HierarchicalNavigation’. Parameter name: HierarchicalNavigation when trying to load table in Power BI Desktop using Azure Data Lake Storage Gen 2 CDM Folder view (beta)
Sep08

Error – We don’t support the option ‘HierarchicalNavigation’. Parameter name: HierarchicalNavigation when trying to load table in Power BI Desktop using Azure Data Lake Storage Gen 2 CDM Folder view (beta)

While trying to connect to a table within Azure Data Lake Storage Gen2 through CDS Folder View we got the below error Users have reported this issue with the August 2020 Update of Power BI Desktop. As suggested in the forums, downgrading to June 2020 Update fixed the issue for us. Check out Export CDS data … Continue reading “Error – We don’t support the option ‘HierarchicalNavigation’…. Continue...

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Required fields are over-rated
Sep07

Required fields are over-rated

It’s a bold statement I know but hear me out and I’ll try and help you see why I believe this. I will make a few generalisations throughout and I know the answer to how applicable a lot of this is “…it depends” but I’m positive at least some elements of this will resonate with you. Setting a field as required Required fields will, at some point, detract from the quality of your data in…...

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Error – Access to the resource is forbidden while trying to connect to Azure Data Lake Storage Gen2 using Power BI Desktop
Sep07

Error – Access to the resource is forbidden while trying to connect to Azure Data Lake Storage Gen2 using Power BI Desktop

While trying to connect to Azure Data Lake Storage Gen2 through Power BI Desktop we got the below error Came as surprise cause the user was had the owner role assigned to the container It turned out we need to assign the Storage Blob Data Reader role to the user. After assigning the role we … Continue reading “Error – Access to the resource is forbidden while trying to connect to Azure Data… Continue Reading...

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Steve has a Chat with Toby Bowers
Sep07

Steve has a Chat with Toby Bowers

I recently wrote a post with suggestions for Toby Bowers, the new Leader of the Microsoft ISV Program. I assumed he had read it, but just to be sure, I ambushed him on the phone. If you are a Microsoft Business Applications ISC, this is the guy who will make or break you. We had a great discussion about his plans for ISVs. We also chatted about my latest undertaking, ISV Connect ED, he acted… Continue Reading Steve Mordue...

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Reconnecting to previous chat session
Sep07

Reconnecting to previous chat session

We’ve all been there. We’re in the middle of a chat session with a support agent, or talking to a salesperson, etc. Suddenly things go wrong – our browser hangs, the internet loses connection, or something else… Alternatively, I do know of situations where kids have pulled out the internet cables during ‘playtime’ – it really does happen! Immediately we’re frustrated. Not only have...

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Export data from Common Data Service to Azure Data Lake Storage Gen2
Sep07

Export data from Common Data Service to Azure Data Lake Storage Gen2

Azure Data lake store gen 2 can be described as a large repository of data, structured or unstructured built on top of Azure Blob storage, that is secure (encryption – data at rest), manageable, scalable, cost-effective, easy to integrate with. Export to Data Lake allows for continuous replication of CDS entities to Data Lake Storage … Continue reading “Export data from Common Data Service… Continue Reading Nishant...

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