8. Ratings Custom Visual  – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

8. Ratings Custom Visual – Using Power BI to Create Visual Overview of Customers – YouTube

The ratings custom visual allows you to give a quick and clear visual indicator to represent a number or value from your database. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer...

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4. Map Visual  – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

4. Map Visual – Using Power BI to Create Visual Overview of Customers – YouTube

Adding a map visual to your report to show the location of customers, and to use it as a filter on your Power BI report. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer feedback...

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Using Power BI to Create A Visual Overview of Your Customers – YouTube
Mar28

Using Power BI to Create A Visual Overview of Your Customers – YouTube

A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to create useful, actionable Power BI reports. Visual and interactive reporting can assist account managers and...

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3. Tool Tip Reports – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

3. Tool Tip Reports – Using Power BI to Create Visual Overview of Customers – YouTube

Creating and adding reports to use as Tool Tips in Power BI. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to create useful, actionable Power BI reports....

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7. Tree Map Overview  – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

7. Tree Map Overview – Using Power BI to Create Visual Overview of Customers – YouTube

A tree map visual can be used to show colours as a background based on an Option Set. This video will show you how to use a tree map as a border around a photograph. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images,...

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6. Adding A Search Box  – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

6. Adding A Search Box – Using Power BI to Create Visual Overview of Customers – YouTube

Adding a search box to your report is quick and easy using a custom visual. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to create useful, actionable Power...

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9. Using Slicers to Filter – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

9. Using Slicers to Filter – Using Power BI to Create Visual Overview of Customers – YouTube

Slicers can be used as a quick method for users to filter the data on reports. Find out how to add them. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to...

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5. Report Drill Through – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

5. Report Drill Through – Using Power BI to Create Visual Overview of Customers – YouTube

How can you add a drill through to go from one page of a report to another? Adding a report drill through is quick and easy. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer...

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Elaiza Benitez on MVP Show – YouTube
Mar27

Elaiza Benitez on MVP Show – YouTube

Elaiza Benitez on MVP Show Full show notes available: Elaiza Benitez on MVP Show Elaiza Benitez is a highly motivated and enthusiastic individual who has five years’ experience in sales analysis, business analysis and CRM consulting roles. She has great communication skills and enjoys the process of understanding and solving problems to support business process improvement. Elaiza adapts to project and support based work....

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C/SIDE Development 101 #10 – C/AL – How to access the data – YouTube
Mar26

C/SIDE Development 101 #10 – C/AL – How to access the data – YouTube

In Dynamics NAV, being a database application, a substantial part of our coding is about accessing this database. Retrieving and updating the data. What are the typical methods and coding patterns to achieve that? Presenter : Luc van Vugt Moderator : David Singleton source

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Running an ISV Successfully with Alistair Dickinson – YouTube
Mar25

Running an ISV Successfully with Alistair Dickinson – YouTube

Running an ISV Successfully with Alistair Dickinson Full show notes available here: Running an ISV Successfully with Alistair Dickinson Alistair Dickinson has had the opportunity to learn one or two things, about implementation and deployment along with business and best practice a fter 20 years of delivering CRM solutions to businesses of all sizes and 10 years running MyCRM . MyCRM brings a team of excellence together, with a focus...

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Shawn Tabor on MVP Mondays – YouTube
Mar24

Shawn Tabor on MVP Mondays – YouTube

Shawn Tabor on MVP Mondays Please subscribe for your weekly catch up with an MVP Shawn Tabor Bio Shawn Tabor is a senior architect at Hitachi Solutions America. He’s a two-time Microsoft Business Applications MVP and co-hosts several podcasts on the popular CRMAudio Podcast Network. His specialties include: Microsoft Dynamics CRM, Dynamics 365, Office 365, Sales Process Transformation, Integration. He’s also a big fan of Red Sox Shawn...

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Deepesh Somani on MVP Show – YouTube
Mar20

Deepesh Somani on MVP Show – YouTube

Deepesh Somani on MVP Show Full show notes available here: Deepesh Somani on MVP Show Deepesh Somani is a Senior Architect at PowerObjects. He’s the author of bestselling books Mastering Dynamics CRM 2016 and Dynamics 365 Application Development from Packt, and a Technical Author on Dynamics CRM (https://dynamicsofdynamicscrm.com) with 300000+ hits across 180 countries worldwide and 650+ followers on Twitter and Email....

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Using Font Awesome In Portals  – Microsoft Dynamics Portals – YouTube
Mar20

Using Font Awesome In Portals – Microsoft Dynamics Portals – YouTube

If you have ever used a portal for Dynamics 365 you will have noticed that the navigation along the top has a little house to indicate the home page link. If you edit the navigation you will see that the Image URL field contains .fa.fa-home. Ever wondered what that is? It’s using something called Font Awesome, which is just as it sounds, a font, which is awesome! 😉 – it’s a collection of icons but can be used in a...

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Microsoft Business Application Partner Ecosystem with Carissa Allen – YouTube
Mar18

Microsoft Business Application Partner Ecosystem with Carissa Allen – YouTube

Microsoft Business Application Partner Ecosystem with Carissa Allen Full show notes available here : Microsoft Business Application Partner Ecosystem with Carissa Allen This show is presented in partnership with Maptaskr Professional and personal background Living in Fairbanks, Alaska – childhood, the Northern lights, appreciation for nature Travel experiences and favourite destinations Career journey and working in Microsoft...

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Creating Dynamics 365 Reports With Multiple Entities – YouTube
Mar18

Creating Dynamics 365 Reports With Multiple Entities – YouTube

I’ve written previously about the joys of setting up Visual Studio and heading down the path of writing Dynamics 365 Reports using SSRS. Once you get through that, then the world is your oyster in the reporting sense. Getting the query to start with is done by opening the Advanced Find, creating your search then downloading the Fetch XML. Easy right? Well, until you want to write reports with lots of entities. You could potentially...

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Scott LeFante on MVP Mondays – YouTube
Mar17

Scott LeFante on MVP Mondays – YouTube

source

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Alexa, ask Microsoft Flow to read out my last email
Mar13
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Adding Documents To Portal Messages  – Microsoft Portals – YouTube
Mar12

Adding Documents To Portal Messages – Microsoft Portals – YouTube

I walked through adding a portal inbox and messaging process (here on my website – https://meganvwalker.com/create-a-portal-inbox-messaging-process/). This provides the ability to create messages for portal users to log in and access, along with a nifty unread message indicator like you would find on many social media sites. What if you want to include documents attached to the message? This video will show you exactly how to do...

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Microsoft Dynamcis 365 CE meets Ok Google via Microsoft Flow – YouTube
Mar11

Microsoft Dynamcis 365 CE meets Ok Google via Microsoft Flow – YouTube

Today i was playing around with the connectors in Microsoft Flow and spotted that we can connect to Google Calendar…. This got me thinking about the possibilities. source

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Sarah Jelinek on MVP Mondays – YouTube
Mar10

Sarah Jelinek on MVP Mondays – YouTube

Sarah Jelinek on MVP Mondays Please subscribe for your weekly catch up with an MVP Sarah Jelinek Bio Sarah Jelinek is a Microsoft Business Applications MVP and technology evangelist. Besides being an MVP, she’s also a Microsoft Certified Trainer and Information Technology Trainer. She specializes in designing and implementing business applications solutions, developing and delivering training for business applications including...

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Michael Santana Ochs on MVP Mondays – YouTube
Mar03

Michael Santana Ochs on MVP Mondays – YouTube

Michael Ochs on MVP Mondays Please subscribe for your weekly catch up with an MVP Michael Ochs Bio Michael Ochs is one of those developers that not only has an exhaustive knowledge of the Dynamics 365 platform, but also an appreciation for how users interact with it. You can find Michael Ochs online at: Twitter: https://twitter.com/mikefactorial LinkedIn: https://www.linkedin.com/in/michaelsochs/ Website: https://www.cobalt.net/blog/...

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Converting from C/Side to AL – Dynamics 365 Business Central – YouTube
Feb28

Converting from C/Side to AL – Dynamics 365 Business Central – YouTube

In this webinar we will show two use cases of converting from C/Side to AL. It;s full of tips and pointers. We also address the differences between the ForNAV converter and the standard Microsoft tooling. source

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C/SIDE Development 101 #9 – C/AL – How to write C/AL – YouTube
Feb27

C/SIDE Development 101 #9 – C/AL – How to write C/AL – YouTube

Now that you know where “C/AL is hiding”, this session will take a little bit more formal approach on how to write C/AL: the syntax. Book: Chapter 6 & 7 Presenter: René Brummel Moderator: David Singleton source

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Daniel Cai on MVP Mondays – YouTube
Feb24

Daniel Cai on MVP Mondays – YouTube

Daniel Cai on MVP Mondays Please subscribe for your weekly catch up with an MVP Daniel Cai Bio Daniel Cai is the principal developer at KingswaySoft, a leading provider of data integration solutions for Microsoft Dynamics software, and many other enterprise applications such as Salesforce, Oracle CRM on Demand, Active Directory, QuickBooks, etc. Daniel has a diverse background in IT, and has worked on different roles, spanning from...

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PDF Form Extract and Manager Out of Office Message Lookup – YouTube
Feb22

PDF Form Extract and Manager Out of Office Message Lookup – YouTube

n this 10 minute video I configure a forms inbox to collect submitted PDF forms, parse their content into SharePoint and then start an approval. Approvals are routed to the submitter’s manager, if the manager has their Outlook Out of Office message set, we look up the 2nd level manager and route to that person. Plumsail Documents API trial: https://plumsail.com/documents/ source

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Part Five – Adding Web Pages – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Part Five – Adding Web Pages – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video looks at the new Web Pages...

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Part Eight – Create MS Flow – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Part Eight – Create MS Flow – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video walks through creating the...

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Part Four – Entity Permissions – Adding Profile Photo Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Part Four – Entity Permissions – Adding Profile Photo Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video looks at the necessary CSS...

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Full Process – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Full Process – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video shows the entire process...

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Part Seven – Script & Liquid – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Part Seven – Script & Liquid – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video walks through using...

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Part Two – CSS Changes – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Part Two – CSS Changes – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video looks at the necessary CSS...

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Part One – Intro – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Part One – Intro – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video is an introduction to the...

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Part Three – D365 Forms – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Part Three – D365 Forms – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video looks at adding new D365...

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Part Six – Adding Entity Forms – Adding Profile Photo Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Part Six – Adding Entity Forms – Adding Profile Photo Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video walks through adding two new...

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Part Nine – Register Contact – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Part Nine – Register Contact – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video shows a Contact being...

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Clement Olivier on the MVP Show – YouTube
Feb20

Clement Olivier on the MVP Show – YouTube

Clement Olivier on the MVP Show Full show notes: Clement Olivier on the MVP Show Clement Olivier on the MVP Show Full Show notes can be found here: https://www.nz365guy.com/69 MVP Show notes In this Episode Personal background – living in Nantes, studying masters degree in Quebec, food, travel, etc....

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Create Web Accessible Image URL – Microsoft Flow – YouTube
Feb20

Create Web Accessible Image URL – Microsoft Flow – YouTube

In a previous video (https://youtu.be/FIDrcH3G-as) we looked at updating a Contacts D365 (CRM) image from a Twitter profile. Although the image displays within that application, it’s not something you can use to display it anywhere that needs the image to be accessible to the outside world. For example, if you want to use the image within a PowerBI report, you won’t be able to use the entity image. So, how can we go about...

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Use Twitter Flow Connector To Update Contact Images – Microsoft Flow – YouTube
Feb19

Use Twitter Flow Connector To Update Contact Images – Microsoft Flow – YouTube

I had been using CRM for a few years before I realised you could add a photograph to a Contact record by simply clicking on the mystery person image. Uploading an image to identify your contacts, vendors and partners can make quite a difference to the users, giving simple visual indicators. However, how do you get those photos? And it’s a bit of a pain to then manually go through and add them all. What if there was a way to get...

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Maptaskr GIS Software and Operating an ISV with Dave Newman – YouTube
Feb18

Maptaskr GIS Software and Operating an ISV with Dave Newman – YouTube

Maptaskr GIS Software and Operating an ISV with Dave Newman Full show notes available here: Maptaskr GIS Software and Operating an ISV with Dave Newman Dave’s professional journey – moving from the UK to Australia and establishing a startup company Overview of the software Maptaskr Creating geospatial information software, Maptaskr Maptaskr data collection and processing, industries that use the app, and use cases How...

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Britta Rekstad on MVP Monday – YouTube
Feb17

Britta Rekstad on MVP Monday – YouTube

Britta Rekstad on MVP Mondays Please subscribe for your weekly catch up with an MVP Britta Resktad Bio Britta Rekstad is focused on Microsoft Partners and Customer Organizations to provide training, documentation and oversight on system design. She was awarded the Microsoft MVP in 2015, 2016 & 2017 for her contributions to the Dynamics CRM Community. As an avid supporter of the CRM User Group she carries out her passion for...

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MVP Award UnBoxing – YouTube
Feb15

MVP Award UnBoxing – YouTube

Something a little different here – I’m UnBoxing my MVP award – Music by The Goatboy source

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Power Platform and PowerApps with Reuben Krippner – YouTube
Feb11

Power Platform and PowerApps with Reuben Krippner – YouTube

Power Platform and PowerApps with Reuben Krippner Full show notes available here: Power Platform and PowerApps with Reuben Krippner TODAY’S GUEST Reuben Krippner Reuben Krippner is a Microsoft veteran and has been with the company for over 13 years. He has held a variety of roles in Microsoft, including consulting services, Partner technical readiness, technical product marketing, program management, presales, and solution...

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Aiden Kaskela on MVP Mondays – YouTube
Feb10

Aiden Kaskela on MVP Mondays – YouTube

Aiden Kaskela on MVP Mondays Please subscribe for your weekly catch up with an MVP Aiden Kaskela Bio Aiden Kaskela is a Business Applications MVP and Dynamics 365 / CRM enthusiast. He has been an architect and developer for 12+ years. In his spare time, he builds free add-ons available at KaskelaSolutions.com. He’s very active in the Microsoft Dynamics CRM Forum and has been recognized as a Microsoft Community Contributor. You can...

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Entity Form Metadata On Subgrids – Microsoft Portals – YouTube
Feb08

Entity Form Metadata On Subgrids – Microsoft Portals – YouTube

This video is part of a series on the Microsoft Dynamics 365 Portals. Thanks for watching. You can find me in the following places: Website: https://meganvwalker.com Twitter: http://twitter.com/meganvwalker LinkedIn: http://linkedin.com/in/meganwalker Subscribe to my blog at: https://meganvwalker.com/subscribe-new-articles/ #Portals #PowerPlatform #EmojiMegs #MSDynCRM #MSDyn365 #D365...

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Convert Dynamics NAV C/Side to AL for Business Central Extensions – YouTube
Feb08

Convert Dynamics NAV C/Side to AL for Business Central Extensions – YouTube

With the 100% free converter from ForNAV you can convert from Any version of Dynamics NAV 3-tier to Business Central directly from C/Side without any hassle. Download for free from www.fornav.com source

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The Mark Christie at 365 Saturday Scotland – YouTube
Feb04

The Mark Christie at 365 Saturday Scotland – YouTube

Music: Last Summer Musician: @iksonofficial source

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Vilmos Kintera on MVP Mondays – YouTube
Feb03

Vilmos Kintera on MVP Mondays – YouTube

Please subscribe for your weekly catch up with an MVP Bio Vilmos Kintera is a technology evangelist for Microsoft Dynamics AX and D365 Finance & Operations, and has 15+ years industry experience. Developer by heart. He has had the opportunity to work closely with some of the most renowned AX professionals, allowing a great insight into what is coming down on the road outlined by Microsoft. Vilmos is very passionate about working...

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Enhance Cases With Liquid – Microsoft Portals – YouTube
Feb03

Enhance Cases With Liquid – Microsoft Portals – YouTube

This video is part of a series on the Microsoft Dynamics 365 Portals. Thanks for watching. You can find me in the following places: Website: https://meganvwalker.com Twitter: http://twitter.com/meganvwalker LinkedIn: http://linkedin.com/in/meganwalker Subscribe to my blog at: https://meganvwalker.com/subscribe-new-articles/ #Portals #PowerPlatform #EmojiMegs #MSDynCRM #MSDyn365 #D365...

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Using Emojis in Optionsets – Dynamics 365 Customer Engagement – YouTube
Jan31

Using Emojis in Optionsets – Dynamics 365 Customer Engagement – YouTube

How to add and use Emojis in Optionsets. Thanks for watching. You can find me in the following places: Website: https://meganvwalker.com Twitter: http://twitter.com/meganvwalker LinkedIn: http://linkedin.com/in/meganwalker Subscribe to my blog at: https://meganvwalker.com/subscribe-new-articles/ #Portals #PowerPlatform #EmojiMegs #MSDynCRM #MSDyn365 #D365 source

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