Murray Fife's Blog, page 13

Using the Cross Company Sharing To Populate a new Company within Dynamics 365 for Finance & Operations

The Cross-Company Sharing feature has been in Dynamics 365 for a couple of versions now, and it allows us to create sets of tables that we can mark to be replicated between two or more legal entities within the system.

This is great because, for a lot of the codes and controls, they will be the same for the most part between all of the different legal entities. There are only so many ways that you can set up discount codes.

I thought that I would take it for a test drive today and created a...

The Waterdeep Trading Company Project Diary

I am reviving an old project that started a while ago and has started up a new project blog to track the progress. Being a lifelong fan of Dungeons & Dragons, with the unfortunate problem that I cannot find anyone to play with I have decided to create a test implementation Dynamics AX in the AD&D format just to see how it would work and if I can find some creative ways to use Dynamics AX and chose to implement the Waterdeep Trading Company as an example where I can track their many legal (and...

Dynamics 365 Integration Overview

In this example we will show a number of different ways that we can manage integration using standard tools. We will start off with a generic SQL database, use LogicApps to send changes to a Service Bus, then use Microsoft Flow to send the data first to the Common Data Service and then to Dynamics 365 for Sales, and finally use the standard integration to update Dynamics 365 for Finance & Operations.

SQL to Service Bus via Logic Apps

How it works…

We will start off with a simple database...

Configuring the Package Tracking PowerApp Example

With Platform Update 14 a new feature was added that allows us to add in PowerApps directly into the forms. In addition, this was demonstrated in this presentation: https://www.youtube.com/watch?v=x3qyA1bH-NY

If you want to create the demo then here is how you do it.

How to do it…

Start off by opening up the PowerApps site and then click on the Apps link on the left hand side menu.

When the Apps page is displayed click on the Import package (preview) button link in the header.

This w...

Importing External Data Into the Common Data Service

One of the new features of the Common Data Service is to use Power Query to create custom entities that are linked back to external data. This data could reside in a number of different places, including OData queries.

The good thing is that Dynamics 365 for Finance & Operations allows us to surface all of the data entities through the OData connection which means that we can use this to incorporate direct connections from the Finance & Operations into the Common Data Service entities and th...

Creating a new Vendor Registration Form For Dynamics 365 Using Office Forms and Flow

The other day I saw an example of how prospective vendors are onboard in Dynamics 365 for Finance & Operations, and the very first step was the acquisition of the initial vendor details, which was done through an Excel import and the Data Management tools.

Although this is an OK way to do this, I was wondering if there was an easier way that we could do this, and also make the vendor request access themselves through a web page.

One of the easiest ways to gather information is through Offic...

Creating Scannable QR Codes for Power BI Reports

Power BI has an option to create scannable QR codes that link to the reports and dashboards that you have published in the Power BI workspaces. These QR codes can then be scanned through the mobile clients, and the user will be taken directly to the report, tile, or dashboard.

 

How to do it…

 

To start off, we will link one of our KPI’s that we have on our dashboards to a QR code. To do this, we will want to select a tile and select the Open in focus mode option.

This will open up the K...

Creating an Embed Code for Power BI Reports

Power BI allows us to create embeddable versions of any of our reports that we are able to share with others through links and also embed within websites and applications through an iFrame control.

How to do it…

To start off, we will want to open PowerBI and find the report that we want to share as an Embedded report.

Now we will want to publish the report to make it embeddable.

To do this, just click on the File drop-down menu and select the Publish to web option.

This will make the...

Using Q&A Preview within PowerBI Desktop

PowerBI Online has a great feature within it that allows the users to create dashboard tiles just by asking questions, and this has always been a crowd pleaser to show to the users.

But if you have been using the PowerBI Desktop to create your reports then you have had to do this the hard way by manually selecting the fields.

Great news. There is a Preview feature that is now available within PowerBI Desktop that adds that same natural language query option that is available within PowerBI...

Using the GeoCode Feature in Customer Engagement to Build Operations Demo Data

As a little background, I usually would set up all of my demo data within Operations, but now that we are in a connected world and I can send Account details from Sales to the Customer records in Operations, I have been trying to embrace the other side of Dynamics 365, because there are a few features that we on the Operations side can’t do.

So, today I was setting up some data today for a demo, and also testing the Sales to Operations integration and I discovered the Bing! Maps API and GeoC...