A dashboard is a powerful business tool that is designed to provide information depending on the need of each user and what they need to view, analyze, and share.
Microsoft Dynamics 365 dashboards comprise collections of view lists, charts, web resources, iFrames, and organizational insights that let you see how you and your team are doing, based on key metrics.
As helpful as dashboards can be to an organization, more can be achieved by embedding Power BI directly into your Dynamics 365 dashboards.
Power BI is a business intelligence solution that can be combined with Dynamics 365 to provide a more robust tool that is very helpful in reporting and analysis. Power BI is a great tool for visualizing data in Dynamics 365, as it allows you to easily access and analyze your sales, service, or marketing data in the organization. It is also available as a cloud-based service in Office 365.
Power BI simplifies the process of extracting and presenting data in dynamic and interactive data visualizations, all through easy drag-and-drop functionality. One good thing is that you can implement it in Dynamics 365 without writing any code.
Let us discuss how one can integrate Power BI charts and data visualizations into Microsoft Dynamics 365 dashboards.
Before attempting to add Power BI to Dynamics 356 dashboard, users must be able to access Power BI and to have at least one Power BI dashboard to reference. This is because we need a Power BI dashboard to import into Dynamics 365.
To do this, we are going to connect to one of the Content Packs made for Dynamics 365 inside Power BI (a content pack is a collection of related documents or files that are stored as a group in Power BI that are related to a service).
Now that we have successfully imported our content packs into Dynamics 365, we can enable and start adding Power BI to our dashboard.
To add Power BI to our dashboard in Dynamics 365, we must make sure Power BI is enabled on it. To do this,
Clicking on various dashboard tiles will take you to Power BI report, where you can further drill down into the data.
Original Source SherWeb Blog
Microsoft Dynamics 365 for Outlook is unable to render webpages after installing the October 2017 Microsoft Outlook security update
When attempting to render webpages via the Outlook folder pane using the Microsoft Dynamics 365 for Microsoft Outlook add-in (Outlook client), the view pane remains blank and “Waiting for a page to be retrieved from a CRM server…” displays. The pane never loads the corresponding webpage.
The Dynamics 365 for Outlook add-in relies on customized roaming home pages in order to render webpages within Outlook. The October 2017 Microsoft Outlook security update disables roaming home pages in Outlook to address a significant vulnerability with the application, and as such, inadvertently causes the add-in to fail.
All versions of the Microsoft Dynamics 365 for Microsoft Outlook add-in family are affected by this issue. This includes Microsoft Dynamics CRM 2016 for Microsoft Office Outlook, Microsoft Dynamics CRM 2015 for Microsoft Office Outlook, and Microsoft Dynamics CRM 2013 for Microsoft Office Outlook.
This also affects all versions of the Dynamics 365/ CRM organization that the add-in is connecting to.
The Outlook Security update versioning information is found below:
Security Update for Microsoft Outlook 2010 (KB4011089) 32-Bit Edition
Security Update for Microsoft Outlook 2010 (KB4011089) 64-Bit Edition
Security Update for Microsoft Outlook 2010 (KB4011196) 32-Bit Edition
Security Update for Microsoft Outlook 2010 (KB4011196) 64-Bit Edition
Security Update for Microsoft Outlook 2013 (KB4011178) 32-Bit Edition
Security Update for Microsoft Outlook 2013 (KB4011178) 64-Bit Edition
Security Update for Microsoft Outlook 2016 (KB4011162) 32-Bit Edition
Security Update for Microsoft Outlook 2016 (KB4011162) 64-Bit Edition
Any future cumulative Outlook updates will contain these Security Updates and will cause this issue to occur, such as the following updates:
Update for Microsoft Outlook 2013 (KB4011252) 32-Bit Edition
Update for Microsoft Outlook 2013 (KB4011252) 64-Bit Edition
Update for Microsoft Outlook 2016 (KB4011240) 32-Bit Edition
Update for Microsoft Outlook 2016 (KB4011240) 64-Bit Edition
Due to this security update resolving multiple significant vulnerabilities within the Microsoft Outlook application, it must remain installed. In order to re-enable roaming home pages as a workaround while a permanent resolution is developed, a registry key must be added to the local client machines running the Microsoft Dynamics 365 for Outlook application. This key must be installed either through direct registry edit or via Group Policy in your organization.
The DWORD value for this key is being set to 2 in order for it to be defined in a future security update.
The following registry key is dependent on the version of Microsoft Outlook installed:
Microsoft Outlook 2016:
Microsoft Outlook 2013:
Microsoft Outlook 2010:
Once this registry key is added to the local client, Microsoft Outlook must be restarted and the add-in will be able to render webpages without issue.
Advanced MultiSelect for Dynamics 365 / Dynamics CRM is a multi-select / multi-checkbox control on a form. It represents a set of related data items (based on N:N relations + FetchXml) and gives a user an ability to associate/disassociate records of related entities in a quick and convenient way.
In this article I will cover how to hide and show a tab based on field values on the account. You may find this useful when you would like to show or hide several fields based on the type of account you are looking at.
In this example I added:
New Tabs Information
Here are the screenshots of my account form after these changes.
Next you need to create a java file that will hide or show the tab based on the value in the Type field. You can create a new text file and change the file extension to ‘.js’. I used the file name ‘Hide and Show Account Tabs.js’.
Open the file in a text editor and add the following code:
Type = Xrm.Page.getAttribute(“new_type”);
if (typeof (accountType) != “undefined” && accountType.getValue() != null)
else if (accountType.getText()==”Prospect”)
Save your code file and add the file as a Web Resource to your Dynamics CRM. This can be done by going to Settings -> Customizations. Select Web Resource then click on New.
Fill out the information as shown below and select your script file. Click on Save. Click on Publish. Close the window.
Next you need to add this Web Resource to the main form and configure it to run when the form loads and when the Type field is changed. In the customization area expand Entities. Expand Account. Click on form and open your main account form with the Type field.
Click on Form Properties.
In the Form Library section add your script file.
In the Event Handler area, confirm that Control is set to Form and Event is set to OnLoad and click on Add.
Select your script file and type the name of your function from the script file. Click Ok. Click Ok on the Form Properties window.
Now select the Type field on your account form and click on Change Properties then click on the Events tab at the top. Confirm that the Event is set to OnChange and the Control is name of your field. Click on Add in the Event Handlers section.
Select your script file and type in the function name from the script file. Click on Ok. Click Ok on the Field Properties window.
On the account form click on Save. Click on Publish. Close the account form window. Close the customization window.
Go to any account in Dynamics CRM to test the changes. Notice as you change the account Type field the appropriate tab is visible and the other tab is hidden.