Power BI, Microsoft’s Data Analytical tool works with data and provides an enhanced view of data to take further actions for customer business improvement. Microsoft has provided lots of features to be used within Power BI which will help design effective and advanced Power BI reports and dashboards to have data overview at a single… Read More »
Power BI is a powerful tool for visualizing and analyzing data in graphical or chart formats. It is widely used to create interactive dashboards and reports from various data sources. In this blog post, we will explore how to create a Power BI report that filters activities based on selected users. This means that only… Read More »
Microsoft provides the ability to develop Power BI reports in order to have an analytical history of the data at a glance. There can be various visuals used to get meaningful information. There are various ways we can integrate the Power BI report in Microsoft Dynamics 365 CRM, such as Power Pages, Canvas Apps, and… 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 »
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 »
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 »
Canvas Apps is the new Citizen developer to quickly design pixel perfect mobile apps with very little to no pro-dev knowledge. While Model Driven apps allow for drag and drop interface for form design, they still do have a strict layout and you cannot really place controls wherever you want. This is where Canvas Apps… Read More »