As a lot of people have noticed, chart customizations in the Unified Interface in Model-Driven Power Apps, or Dynamics 365 does not behave the way they used to in the classic interface. This is because the Unified Interface only supports a subset of the chart customization options that were available in the classic interface. … Continue reading “Support” for the Unified Interface in the Advanced Chart Editor for the XrmToolBox
Create Record Links From Power BI to Unified Interface and Dynamics 365
A great dashboard in Dynamics 365, or Model-Driven App will not only show you the relevant data and insights, it will also make it easy to get to the relevant records so you can take action. Drill-downs and clicking on records to navigate to them has been the standard user experience in the built-in dashboards … Continue reading Create Record Links From Power BI to Unified Interface and Dynamics 365
Use Icons from Power Apps Unified Interface in Power BI
As Power BI is used increasingly within Dynamics 365 or Model-Driven apps, attention to detail in the user experience is increasingly important. Users should be able to seamlessly navigate between the two technologies, and the visual cues should match between them for a coherent user experience. Visual cues for example, can be the icons used … Continue reading Use Icons from Power Apps Unified Interface in Power BI
DirectQuery CDS from Power BI
Last year I wrote a lengthy blog post comparing the three main methods of getting Dynamics 365, or Common Data Service data into Power BI for analysis. Now, at the most recent Microsoft Business Applications Summit, a new method was announced that I was finally able to try out. The method is using the new … Continue reading DirectQuery CDS from Power BI
Compare This Year to Last Year – Unified Interface edition
Some years ago, I wrote a blog post about how to create a chart that compared monthly sales, to the same month in the previous year. The approach required quite a bit of XML editing and the chart was limited to only comparing this and last year. No data from two or three years ago. … Continue reading Compare This Year to Last Year – Unified Interface edition
Comparing the three main ways to get Dynamics 365 data into Power BI
There are a few different ways to get your Dynamics 365 data into Power BI. Now that the Common Data Service connector has come out of preview and is generally available, I figured it would be a good time to have a look at the different methods and how they stack up. The different direct … Continue reading Comparing the three main ways to get Dynamics 365 data into Power BI
Power Query (M) Builder for the XrmToolBox (April 2019 update and fixes)
It has been a little while since the last update, but Mohamed Rasheed and I just added some bug fixes and improvements to the Power Query (M) Builder for the XrmToolBox. If you are new to the Power Query (M) Builder and how it can accelerate Power BI report development from Dynamics 365, check out … Continue reading Power Query (M) Builder for the XrmToolBox (April 2019 update and fixes)
Embed filtered Power BI reports on Dynamics 365 forms – again – the official way
I realize this is my fourth blog on this particular topic, and I am sure it won’t be the last. The occasion: Microsoft has released a new built-in, easier way of embedding Power BI reports on Dynamics 365 and filter them according to record context. The approach is not as user friendly as I had … Continue reading Embed filtered Power BI reports on Dynamics 365 forms – again – the official way
Embed Power BI Visuals in Dynamics 365 – with Secure Embed
Power BI recently started supported embedding Power BI visuals securely out-of-the-box. That means we can now show Power BI reports inside Dynamics 365, without having to deal with authentication. And with minimal use of code, we can filter the visual to the record that it is being displayed on. Like this. I have previously written … Continue reading Embed Power BI Visuals in Dynamics 365 – with Secure Embed
Quickly get Dynamics 365 data in to Power BI for Q&A
The Q&A feature in Power BI is great as it let's users ask natural questions about your data and it will generate visuals and lists to answer those questions. Of course, there's an assumption that Power BI has a data model that uses the same terminology as the user asking, and that the required data … Continue reading Quickly get Dynamics 365 data in to Power BI for Q&A
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