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MS Dynamics and Office Tips and Tricks

Microsoft Dynamics and Office Tips and Tricks by Abi Shende

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MS Dynamics and Office Tips and Tricks | msdyn.blogspot.com Reviews
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Microsoft Dynamics and Office Tips and Tricks by Abi Shende
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MS Dynamics and Office Tips and Tricks | msdyn.blogspot.com Reviews

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Microsoft Dynamics and Office Tips and Tricks by Abi Shende

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1

MS Dynamics and Office Tips and Tricks: Calculate Age in Dynamics CRM

http://msdyn.blogspot.com/2015/04/calculate-age-in-dynamics-crm.html

MS Dynamics and Office Tips and Tricks. Sunday, April 5, 2015. Calculate Age in Dynamics CRM. There are situations when there is a need to calculate the elapsed time between the two dates within Dynamics CRM. Here are a few scenarios where this calculation may be needed:. Calculate child’s age to determine the lesson plan for the child. Calculate number of days the invoice is outstanding. Calculate number of days the opportunity is in the current stage. Display Age on Contact form. Calculate Days in Stage.

2

MS Dynamics and Office Tips and Tricks: Build PowerPivot Data Model for Financial Analysis in Dynamics GP

http://msdyn.blogspot.com/2014/12/build-powerpivot-data-model-for.html

MS Dynamics and Office Tips and Tricks. Saturday, December 13, 2014. Build PowerPivot Data Model for Financial Analysis in Dynamics GP. I described the steps to build a PowerPivot data model to analyze Microsoft Dynamics GP Sales data. In this article, I will explain the steps I used to build a data model that can be used for financial analysis using General Ledger data in Dynamics GP. See the related article. Upgrade PowerPivot Data Model to SSAS Tabular. Note that the DAX formulas are specific to the s...

3

MS Dynamics and Office Tips and Tricks: Create Calendar View in SQL Reporting Services

http://msdyn.blogspot.com/2008/12/create-calendar-view-in-sql-reporting.html

MS Dynamics and Office Tips and Tricks. Sunday, December 21, 2008. Create Calendar View in SQL Reporting Services. Note: I have posted an updated article on this topic here. Sometimes it is easier to visualize the activity related information in a calendar view. For example, you may want to view the number of telephone calls and emails each day by department and/or salesperson during the month in a calendar view (rather than as a tabular report). You can create a calendar view report in SQL. 1 is the day...

4

MS Dynamics and Office Tips and Tricks: Create browser based Dashboards using Excel Services

http://msdyn.blogspot.com/2009/06/create-browser-based-dashboards-using.html

MS Dynamics and Office Tips and Tricks. Sunday, June 28, 2009. Create browser based Dashboards using Excel Services. In an earlier post. I discussed how you can create free form Excel reports using the cube functions in Excel 2007. This is a great way to create reports, charts, KPIs (Key Performance Indicators) and dashboards using the tool you are already familiar with. Welcome to Excel Services! Excel Services set up with SharePoint Server 2007 Enterprise. If you would like to learn how to set up Excel...

5

MS Dynamics and Office Tips and Tricks: April 2015

http://msdyn.blogspot.com/2015_04_01_archive.html

MS Dynamics and Office Tips and Tricks. Sunday, April 5, 2015. Calculate Age in Dynamics CRM. There are situations when there is a need to calculate the elapsed time between the two dates within Dynamics CRM. Here are a few scenarios where this calculation may be needed:. Calculate child’s age to determine the lesson plan for the child. Calculate number of days the invoice is outstanding. Calculate number of days the opportunity is in the current stage. Display Age on Contact form. Calculate Days in Stage.

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MS Dynamics and Office Tips and Tricks

MS Dynamics and Office Tips and Tricks. Saturday, March 3, 2018. Use Action to retrieve data from an unrelated entity in Workflows in Dynamics 365. There are scenarios where you need to access data from an entity that is not directly related to the entity for which you are building a Workflow in Dynamics 365. Create a Process of type Action on the Account entity. Add an Argument of Type EntityReference returning the Account entity as Output. Add the Assign Value step as shown in the screenshot below.

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