Menu Close

Tag: #uk365guy

{Resolved} The report can’t be viewed because the underlying dataset uses row-level security(RLS) in Dynamics 365 Power BI Report

uk365guy

Hello Everyone,

Today i am going to show how to resolve the report can’t be viewed because the underlying dataset uses row-level security(RLS).

Let’s get’s started.

When an end user try to see the report published using Power BI and dataset used in the report have security roles associated with it, then the user who is accessing the Power BI report on Dynamics 365 Model Driven App then this type of error message will appear.

How to resolve it?

Need to check the report existing Dataset Security settings and Role-Level Security was empty for the report, so compared it with an existing report and added the related CRM Users “User Group” to the Report.

Add the Row-Level Security group to the report (see above screenshot).

Reason for the error message in my case is due to :

From app the dashboards reference are located in the Solution i was working on, for some reasons the default report value was empty, so it was not pointing to a report and causes the “Failed to get report Error message”

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

{How to} see Data export performance for Power Apps and Power Automate

uk365guy

Hello Everyone,

Today I am going to show how to see the data export performance for Power Apps and Power Automate.

Let’s get’s started.

Now you can see how the data export performance for power apps and power automate.

Login into www.admin.powerplatform.microsoft.com

Click on the Data Export on the left navigation pane,

Click on the new data export and new window will popup there you can select:

Create an Azure Data Lake Storage Gen2 account to begin exporting analytics data. Go to

www.portal.azure.com

1. Power Apps for adoption, usage, inventory and app metadata, enable tenant-level analytics to ON and click Next.

2. Similarly Power Automate – Adoption, usage, inventory and flow metadata, enable tenant-level analytics to ON and click Next.

Once the connection details provided from the azure portal then the set up will be completed to see the performance of Power Apps and Power Automate.

That’s it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

{How to} set up Microsoft Teams call directly from Dynamics 365 Sales

uk365guy

Hello Everyone,

Today i am going to show how to set up Microsoft Teams call directly from Dynamics 365 Sales.

Let’s get’s started.

Login into Dynamics 365 Sales.

Change the Settings from bottom left corner side from Sales to APP Settings.

Click on Teams Calls and Microsoft Team calls settings will be opened.

You can set up Microsoft Teams so your sales team can call customers directly from Dynamics 365, with seamless integartion and premium options available.

1. Teams calls:

Allow sellers to make calls right from where they work = ON.

2.Answer incoming calls in Dynamics 365 : ON

When customers or leads call, sellers can aswer in Dynamics 365 and keep all the relevant information at hand.

3. Internal calls will ring only in the Teams app, not in Dynamics 365(recommended)

Transfer calls(preview) = ON

Sellers can transfer calls made in Dynamics 365 using one of 3 modes : blind, sale or consultative.

4. Security roles can be enabled for specific roles.

5.Advanced settings

You can select the Dynamics 365 apps for Teams calls.

for example: Sales Hub.

6. Recording with real-time transcription and insights = ON

Which allows sales team gets most out of every call with advanced conversation intelligence capabilities like AI powered insights rich call summaries and more.

Also enable for security roles.

Finally Click Update button.

Microsoft Teams calls set up successfully.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days)

Share this:

{How to } Enable Sales usage reports in Dynamics 365 Sales Model Driven App

uk365guy

Hello Everyone,

Today i am going to share how to enable Sales usage reports in Dynamics 365 Sales.

Let’s get’s started.

Login into Dynamics 365 Sales

Go to Settings on the bottom left corner and change to APP Settings from Sales.

Turn on Sales usage reports to YES, and SAVE.

SALES USAGE REPORTS:

Which provides information about the historical operational metrics and key performance indicators.

– Help your sales managers understand their teams’ operational metrics.

For more information about the sales usage reports click here

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

How to switch to new Org Chart from old version on Dynamics 365 Model Driven App

uk365guy

Hello Everyone,

Today i am going to share how to switch to New Org chart will fully replace the old version.

Let’s get’s started.

Login into Dynamics 365 Sales

New Org Chart:

Help sellers gain a deeper understanding of account hierarchies and contact influence levels within an account.

Org Chart help you visualize the hierarchy and relationship between departments and roles in your customers organisations.

Note: Starting October 2023, the new org chart will fully replace the old version: Features includes:

Improved Experience: Now access the org chart from contacts form as well. All the contacts associated with the account will be pre-loaded into a list on the left pane. Easily drag and drop from the list to build your org chart.

Add more information: Define contact’s influence level by adding labels or by setting them as assistants.Keep track of important information by veiwing and adding seller notes.

Do more by upgrading your license: Understand the relationship health with your contacts at a glance and stay connected to them through the LinkedIn Integration.

Contact labels:

Now you can create custom labels or modify existing ones and define the label colours through the link below.

1.System administrator or similar role users can turn on org chart feature for sales managers and sellers in your organization.

2. If you have a Sales Manager, Salesperson, or similar role, you can manage org charts and view org charts.

Permissons required:

Roles other than sales managers or salespersons should have permissions to custom entities.

Custom Entities – Microsoft Orgchart node entity – Organization – Create, Write, Read, and Delete

That’s it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this: