Microsoft's Power BI platform offers a range of features to meet the needs of diverse business analytics use cases. However, understanding the licensing requirements is crucial to accessing, sharing, and collaborating on reports and data effectively.
Creating well-organized CSV files in Power Automate requires a clear understanding of how text and values are formatted and placed directly in the value field. This guide demonstrates how to correctly structure data in a CSV without using special characters like \n, \r, or quotation marks.
Effective data filtering is key to optimizing workflows in Power Automate when working with Dynamics 365. This guide provides examples of common filtering techniques to help you manage data efficiently.
In Dynamics 365, displaying data from related entities in views can greatly enhance user experience by providing comprehensive insights at a glance. However, administrators may sometimes face issues where columns from a related entity, such as a parent entity, do not appear in the dropdown list for adding to a view. This article explores a solution to this common challenge.
Introduction
In Dynamics 365, developers often interact with entity records through the Web API. One frequent issue arises when updating lookup fields using incorrect field names. This article examines a specific case where a developer encountered an error while trying to update a lookup field due to the misuse of the logical name instead of the schema name.
In Dynamics 365, each form associated with an entity has a unique identifier, or form ID, which is useful when customizing or integrating with external systems. This tutorial will guide you through creating a JavaScript function that retrieves a specific form ID based on the entity name and the name of the form.
This article introduces a JavaScript function designed to retrieve and log details about system forms associated with a specific entity within Dynamics 365. The function utilizes the Dynamics 365 Web API, demonstrating how to make API calls and process the data efficiently.
In Microsoft Dynamics 365, ensuring that user interfaces react dynamically to data changes is crucial for creating intuitive and efficient workflows. One common requirement is to control the visibility of buttons based on the data present in subgrids. This article will demonstrate how to implement this functionality using JavaScript, enhancing the user experience by hiding or displaying buttons contextually.
When working with JavaScript in Dynamics 365, developers often need to manipulate groups of elements, whether they're entity records, attribute values, or other types of data. Two common ways to handle these groups are using sets and collections. Understanding the difference between the two can help in deciding which to use based on the scenario.
Developing plugins for Dynamics 365 often involves extracting and manipulating data from linked entities using FetchXML. One common challenge in this scenario is handling the AliasedValue objects that Dynamics 365 returns when querying attributes from these linked entities.
Introduction
In Dynamics 365, ensuring that data presented on forms is up-to-date and consistent is key, especially when interactions involve subgrids and related records. Automating the refresh of a parent form following updates made via a subgrid, such as creating new rows, can significantly enhance user experience and data accuracy.
When working with Microsoft Dataverse in Power Automate, you often need to filter data based on relationships, such as those defined by lookup columns. Here’s a straightforward guide to correctly format your OData filter queries for lookup columns.
When working with Microsoft Dynamics 365 CRM, FetchXML provides a robust mechanism for querying and retrieving data. A common requirement is to filter records based on specific GUIDs, which represent unique identifiers for records. In this article, we explore how to dynamically insert GUIDs into FetchXML queries using C# and JavaScript, ensuring that your queries can be adapted to various data retrieval scenarios efficiently.
FetchXML is an XML-based query language that enables data retrieval from Microsoft Dynamics 365's underlying database. It is used in scenarios where you need to read data directly from the server without using SQL queries. FetchXML is especially useful in online environments where direct database access is restricted.
When managing N:N relationships in Dynamics 365, one of the most challenging tasks is filtering lookup fields during the "Add Existing" operation. Typically, direct N:N relationships don't support complex filtering directly in the UI, limiting the ability to display only relevant records based on specific criteria. This issue becomes particularly evident in scenarios requiring dynamic filtering based on related entity attributes.
We want to change the status of a class record to "Inactive" when all courses associated with the class are completed by every participant.
When developing plugins for Dynamics 365, handling exceptions robustly and providing clear, actionable error messages can significantly improve the maintenance and usability of your solutions. This article discusses a practical tip for logging specific exceptions to streamline troubleshooting and enhance system reliability.
In Power Automate, working with text data often requires cleaning up special characters such as carriage returns (\r) and line feeds (\n). These characters can appear in data retrieved from external sources, especially when the data has been URL-encoded. URL-encoded characters for carriage returns and line feeds are represented as %0D and %0A respectively. Power Automate provides a function decodeUriComponent() that can decode these representations back to their original characters, which can then be effectively removed from strings.
This article provides a detailed overview of integrating Power BI with Dynamics 365, focusing on dashboard visibility, user permissions, and licensing requirements.
Custom actions in Dynamics 365 are a versatile tool to extend your CRM capabilities, allowing you to encapsulate complex operations into callable functions. These actions are particularly useful when you need to trigger plugins that execute server-side logic in response to client-side events. Here’s a simplified guide on how to invoke these actions from JavaScript, covering both basic and advanced scenarios.
You can add Google Analytics tag to your Power Pages site to monitor specific traffic analytics and trends.
Automating the population of lookup fields in Dynamics 365 not only enhances user experience by reducing manual data entry but also maintains data integrity across the platform. This guide introduces a refined JavaScript method for dynamically setting the value of one lookup field based on the selection in another. It is essential to adhere to Dynamics 365's Web API conventions, particularly regarding field names and GUID formats.
In Dynamics 365, lookup fields are crucial for linking data across different entities, allowing for a more integrated and relational data model. Developers often need to retrieve names from these fields for various purposes, including UI customization, data validation, or process automation. This guide covers two common scenarios: extracting first and last names from a person's full name stored in a lookup field, and accessing the name directly from a standard lookup field.
Managing user permissions in Dynamics 365 is essential for both security and user experience. By verifying a user's security roles, developers can control access to features and data within custom applications. This brief guide introduces a simple JavaScript function to check if a current user has a specific security role using Dynamics 365's client-side API.
When automating processes in SharePoint with Power Automate, you might encounter situations where you need to retrieve specific files by their names. This is particularly useful in scenarios where file names are used to identify document types, project names, or specific documents required for a process. Power Automate provides a straightforward way to achieve this through the use of the FileLeafRef property in the "Get files (properties only)" action.
When working with Power Automate and SharePoint, one common task is retrieving items from a document library. However, document libraries contain both files and folders, and often, you may need to work exclusively with files or folders. Understanding how to filter these items efficiently can streamline your flows and make your automation processes more effective.
In Dynamics 365, navigating the relationship between security roles and business units is key to effective access control and organizational structure management. Here’s a straightforward look at how these components work together:
In the dynamic world of Dynamics 365, managing user access through business units and security roles is crucial for maintaining data security and ensuring that users have the necessary permissions to perform their duties. Power Automate offers a flexible way to automate the process of assigning business units and security roles to users. This article demonstrates how to leverage the "List rows" and "Update a row" actions for business units, and "List rows" with a filter followed by "Relate rows" for security roles.
In the realm of Microsoft Dynamics 365, HTML web resources serve as a powerful tool to extend the functionality and user interface of the platform. One of the lesser-known but highly useful features is the ability to automatically pass context information, such as the record's unique identifier and object-type code, to these web resources. This capability significantly simplifies the process of creating context-aware custom web pages embedded within Dynamics 365 forms.
In today’s digital ecosystem, automating workflows between your business applications can significantly enhance efficiency and data consistency. Power Automate, a versatile automation platform by Microsoft, seamlessly bridges the gap between various services and Dynamics 365. This article demonstrates how to invoke a Power Automate flow from Dynamics 365 using JavaScript, handling both successful executions and error responses.