Author: Admin

Enable Power BI dashboards in Dynamics 365 CE

Admin Quick Tips , ,

So you have a dashboard in Power BI and you want to embed it in your Dynamics 365 dashboard instead of navigating everytime to Power BI to see it? Let’s do this in 2 simple steps:

First open your Dynamics instance Settings–>Administration–>System Settings–>Reporting and set whether the users can embed Power BI visuals to Yes

cap1

cap2

cap3

The second and last step is to add your Power BI dashboard from your Dynamics 365 dashboards page (see the following screenshot)

Important:

-Only Power BI dashboards can be embedded in Dynamics, Power BI reports should first be associated with a dashboard.

-PowerBI dashboard in Dynamics 365 are considered like personal dashboards and cannot be system dashboards

-PowerBI dashboards cannot be shared unless you’ve got the Pro or Premium license.

-You’ll notice that you still have the possibility to open the dashboard in Power BI from your Dynamics 365 dashboards page. You have an additional button in the ribbon called Open in Power BI that takes you directly to Power BI.

cap6

How to check the impact of Team Member Licensing enforcement on my organisation in 2 steps?

Admin Quick Tips ,

This post suggests to help Dynamics 365 Customer Engagement administrators to easily check whether there is an impact or not on their org with a specific report provided by Microsoft following these 2 steps.

First step:

Open your Power Platform Administration Center and navigate to Analytics-> Common Data Service https://admin.powerplatform.microsoft.com/environments

teammember1

A CSV file is downloaded with a report of non conformant usage by users with Team Member License. In the case of my organisation, no impact found!tm2

Schedule your UCI transition date

Admin Quick Tips , ,

If you are still using the Dynamics 365 old legacy client app and want to know when and how to switch to the new Unified Interface here’s a quick guide to do it.

First of all Unified Client Interface also known as UCI is a web responsive interface which provides the same user experience regardeless of the devices you may use to access the app, this includes Mobile App, Web app and also Dynamics 365 app for Outlook. The new interface gives a much better user experience than the legacy app.

You have until December 1, 2020 which is the deadline to move to the UCI. Here’s how to schedule the transition if you didn’t do it yet:

Open the following url https://runone.powerappsportals.com/ which is the Unified Interface Transition Portal. You can find all your tenant environments by clicking on My Environments Button as shown in the following screenshot.

uci1

All your tenant environments are listed and you can pick the instance for which you want to change the transition date by clicking on the environment friendly name.

uci2

 

Once an environment is chosen, you can see all its details and click on “Schedule Transition Date” button which will open a popup asking your to enter your transition date and some other details before submitting.

uci3

uci4