Microsoft Dynamics 365 – Page 95 – Nishant Rana's Weblog

Set Up Your Workstation to Create SSRS Reports for Dataverse, Model-Driven Power Apps and Dynamics 365

Despite all the cool stuff you can do with the Power Platform, one of my most popular blog posts is Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365.

The post was likely popular because there were different components in the setup process and Microsoft never did a great job explaining all the pieces and steps.

Another challenge installing the tools was that it required SQL Server Data Tools 2015, even after there were newer versions, and many started the process assuming the latest version would work (it didn’t).

Microsoft has finally updated the tools that can run on the latest versions of Visual Studio (2019) so here is an all-new, all-fresh version of how to install the tools you need to create SQL Server Reporting Services Reports that will run on model-driven Power Apps and Dynamics 365 (Customer Engagement Apps).

As a bonus, at…

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Create Power BI Report to analyze Dataverse / Dynamics 365 data in Azure Data Lake

To begin with, here we have already configured the Azure Synapse Link /Export to Data Lake service and have configured Account, Contact and User table for the sync.

Check posts on Azure Synapse Link/ Export to Data Lake service:

https://nishantrana.me/2020/12/10/posts-on-azure-data-lake/

Let us now create the Power BI report on the exported data –>

Click in Get Data and select Azure >> Azure Data Lake Gen 2 connector and click on connect.

Navigate to the storage account and the container within it and click on Container properties.

Copy the URL

Replace the blob part https://saazuredatalakecrm.blob.core.windows.net/dataverse-pmaurya105-unqdc8ed1c1df824188bbe2225de96f0

with the dfs

https://saazuredatalakecrm.dfs.core.windows.net/dataverse-pmaurya105-unqdc8ed1c1df824188bbe2225de96f0

Enter the URL and select CDM Folder View

In case if you get the “Access to the resource is forbidden” error.

https://nishantrana.me/2020/09/07/error-access-to-the-resource-is-forbidden-while-trying-to-connect-to-azure-data-lake-storage-gen2-using-power-bi-desktop/

Here we have selected the Contact, Account, and System User table.

Click on Load.

Here we’d create a basic report that shows Contact’s full name, email, along with Account Name (left join with Account) and Owning User Full Name (left join with System user)

Let us choose the appropriate columns from the contact table.

fullname, emailaddress1, owninguser, ownerid_entitytype, parentcustomerid, parentcutsomerid_entitytype, parentcustomeridname

Now to get the full name of the owning user and the Account’s name, let us left join the contact table with the system user and account table.

Select Merge Queries as New in the Power Query Editor.

Merge Contact with Account

Merge with System User

Expand the account column and select the name field for the merged query.

Similarly, select fullname for the systemuser.

Close and apply the updates.

Below we have our report ready.

Save and publish the report.

More posts on Power BI – https://nishantrana.me/2018/11/24/power-bi-and-microsoft-dynamics-365/

Hope it helps..

How to – Use Advanced lookup in Model-driven Power Apps / Dynamics 365

To enabled Advanced Lookup, log into to Power Platform Admin Center, navigate to

Environment >> [Select Environment] >> Settings >> Behavior

Enable the Lookup behavior and Save.

This adds the Advanced Lookup option in the Lookup dialog.

Clicking on it opens the Advanced Lookup Grid

We can perform SEARCH within a selected View, CHANGE a view, can FILTER it the results further to show only records owned, ADD a new record, SORT the grid.

The best part is we can open/edit an existing record as well as add new ones without losing the existing context.

Opening an existing record from the result opens the record in the new pop-up window as shown below.

Similarly, the Add new option opens the Quick Create form.

In case of special data type like Party List or Regarding, we can select multiple records of different entities we are presented with.

Similar the option to Add new records list all the tables/entities applicable to that lookup.

Thus the new advanced lookup makes working with Lookup much simpler and effective and we should start adapting / using it.

Blog posts on 2021 Release Wave 1 – Dynamics 365

Hope it helps..

Integrate the approval center into a model driven app/Dynamics 365 CE

One more insightful blog post by @Mehdi.

XRM Tricks (Power Platform & Dynamics CRM )

Power Automate provides a standard solution to manage approvals in a Dataverse environment. Approval requests can be easily generated from cloud flows. Users have the ability to view and respond to approval requests from email, teams or the approval center which is accessible from the power automate website only.

Today, I will present a way to respond to approvals from a model driven app directly. Also, the approval requester will be able to cancel his request from the MDA in one click.

The approver can approve, reject, or assign the approval to a new approver in the organization:

The approval requestor can cancel his or her own approval request:

To implement this, we just need to use the widgets provided by the MsFlow js SDK. Yes, there is an SDK that allows us to generate some cool widgets. The approval center is one of them. Please refer to the documentation.

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Secrets of the Dataverse: The Report Wizard

The ReadyXRM Blog by Nick Doelman

Anyone who has been working with Dynamics CRM/Dynamics 365 at some point likely tried the Report Wizard. The Report Wizard was introduced in Dynamics CRM v4.0 as a way to quickly create ad-hoc reports.

A video version of this blog post can be found on the 365.Training YouTube channel.

Reports created using the Report Wizard are not necessary pretty, but can be quite functional and are a good way to extract data from Dataverse quickly. You do not need any of the Dynamics 365 apps deployed, the report wizard will work just fine on a “vanilla” Dataverse instance.

If you are an old-school Dynamics CRM person who knows how to build a report using the wizard, you can skip to the bottom of this post where I show how to launch Report wizard reports directly from a canvas Power App.

Creating a Report using the Report Wizard

You…

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How to setup – Azure Synapse Link – Microsoft Dataverse

Azure Synapse Link (earlier known as Export to Data Lake Service) provides seamless integration of DataVerse with Azure Synapse Analytics, thus making it easy for users to do ad-hoc analysis using the familiar T-SQL with Synapse Studio, build Power BI Reports using Azure Synapse Analytics Connector or use Azure Spark in Azure Synapse for analytics.

Posts on Azure Data Lake

As a first step, we need to create the Azure Synapse Workspace.

https://docs.microsoft.com/en-us/azure/synapse-analytics/get-started-create-workspace

Wait for the deployment to be complete. Below are the resources created as part of the deployment.

Click on Azure Synapse Link and check the Connect to your Azure Synapse Analytics workspace (preview) and specify the storage account created in the previous step

Here we have selected the Contact and System User table for export.

On clicking Save, we got this error couple of times, even though the account being used was Owner across the Azure resources. Trying save 3-4 times more, allowed the link to be created.