Use Color Codes from Option Sets in both Dynamics 365 charts and Power BI

Option Sets in Dynamics 365 has a setting for each value to specify a color code. This color code is used in the new Unified Interface in the entity specific dashboards. This is a welcome addition as it makes it more easy to persist colors to a specific value and have it be consistent throughout … Continue reading Use Color Codes from Option Sets in both Dynamics 365 charts and Power BI

Update: Custom Properties grouped in Advanced Chart Editor for the XrmToolBox

A new version of the Advanced Chart Editor for the XrmToolBox was just released, so make sure you have the latest version. (1.2018.1.14) A couple of bugs around pie charts has been fixed, so all the custom properties for pie chart should now display correctly. An issue with spaces in the custom properties section caused … Continue reading Update: Custom Properties grouped in Advanced Chart Editor for the XrmToolBox

Update: Add MarkerStyles and Nodes with the Advanced Chart Editor for the XrmToolBox

A few new updates have recently been released for the Advanced Chart Editor for the XrmToolBox. We hope you like them. This blog post details the updates in version 1.2017.8.29. If you are new to the Advanced Chart Editor, check out this blog post. Save button Save button now understands if you are working on … Continue reading Update: Add MarkerStyles and Nodes with the Advanced Chart Editor for the XrmToolBox

Prefilter data for Power BI with OData URLs

When you connect Power BI to Dynamics 365, it pulls all the records from the entities that you have selected. That is generally a good thing, but there are situations where that is very inconvenient. Maybe you are dealing with large datasets, or you need to filter what records are available for security purposes. If … Continue reading Prefilter data for Power BI with OData URLs