As a Microsoft D365 Consultant, I’ve encountered a more and more frequent challenge: migrating from Project Service Automation (PSA) to Microsofts new Creation – Project Operations (PO). This transition is crucial for businesses seeking enhanced project management capabilities or looking forward to migrate before PSA runs out of support. Today, I’ll share insights on the … Read more
In the realm of Dynamics CRM 365 Project Service Automation, seamless invoice correction is imperative for operational efficiency. Recently, a client approached me with a perplexing issue: suddenly, they were unable to correct invoices. An ominous error message greeted them, suggesting that all transactions on the invoice had either been corrected or were in the … Read more
As a Microsoft consultant, I frequently encounter challenging issues that my clients face in their day-to-day work with various Microsoft products. Recently, a client presented me with a particularly vexing problem related to the integration of Outlook and Microsoft Dynamics 365, which I successfully resolved. In this post, I’ll outline the challenge and share the … Read more
Are you grappling with the frustrating issue of intermittent data refresh failures in Power BI when accessing your Azure Synapse Link Data within Azure Data Lake? You’re not alone. Many Power BI users have encountered the error message: AzureBlobs: The data source appears to have been modified since it was last accessed. Refreshing may resolve … Read more
In Microsofts data driven universe, keeping your Power BI reports up-to-date is crucial. Power BI offers several ways to configure refresh schedules, ensuring your data is always current. In this blog post, we’ll explore three effective methods to schedule dataset refreshes and keep your Power BI reports running smoothly with up to date data. Method … Read more
Power BI is a powerful business intelligence tool that allows organizations to create interactive reports and dashboards. To ensure that your data is up-to-date, Power BI allows you to schedule data refreshes using Powerbi-Dataflows. However, when working with data sources like Azure Data Lake Gen2, you may encounter issues like the “Server is Busy” error. … Read more
One of the lesser-known but incredibly powerful tables in Dataverse is the “Stringmaps” table. This table holds a treasure trove of information about optionsets and their options, making it a valuable resource for developers and administrators alike. In this blog post, we’ll dive deep into the “Stringmaps” table, understanding its structure and how it helps … Read more
Connecting to a CRM organization and securely accessing its data can sometimes be a complex task. In this blog post, we will explore a Python script that leverages Microsoft Azure Active Directory and OAuth 2.0 authentication to streamline the process of connecting to a CRM organization. By the end, you’ll have a clear understanding of … Read more
Dynamics CRM, a powerful CRM platform offered by Microsoft, plays a pivotal role in managing customer interactions, sales, and other crucial business processes. However, ensuring the security and availability of this vital data is of paramount importance. That’s where data backups come into the picture. This blog post explores the significance of safeguarding crucial data … Read more
When working with Dynamics 365 CRM, having quick access to relevant data and streamlined workflows is crucial for enhancing productivity. One powerful tool that can assist in achieving this is JavaScript bookmarklets. In this article, we’ll explore how JavaScript bookmarklets can be leveraged to improve productivity in Dynamics 365 CRM by showcasing a few practial … Read more