Power BI is a data visualization tool that allows us to develop analytical reports for organizations. It simplifies decision-making at a higher level. Power BI connects to various data sources, such as Dataverse, SQL Server, Excel, Text/CSV, Business Central, and more! Microsoft Dynamics 365 Business Central, also referred to as Business Central, is an enterprise… Read More »
Data and Analytics (D&A) are widely recognized as the next frontier for driving innovation and enhancing productivity in the business realm. According to a report by McKinsey, organizations that embrace data-driven approaches can achieve impressive increases in EBITDA, with potential gains of up to 25%. Moreover, the majority of the world’s top 10 innovative companies,… Read More »
Microsoft has provided an analytical tool Power BI, which allows us to display our organization data in the form of dashboards to give us a high-level insight into the data. Power BI Desktop application provides the below-listed features to build the reports. Paginated Reports: Provide the ability to develop the reports that are available for… Read More »
Power BI is an interactive data visualization tool that is used to create business reports. It makes business-level decisions easy. Visuals are the visualization tools that display the data in Power BI. There are many types of visuals based on different needs and requirements. A Card is a way to enhance the data in a… Read More »
Earlier, Power BI reports on the CRM were directly added to the dashboard. However, recently we received a request from a client, who wanted to view a Power BI report of leads and opportunities related to accounts. He wanted to have this view in a tab on the account form itself. We researched this request… Read More »
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 »
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 »