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Grouping Data with MoreLINQ Batch Extension Method

Being able to group data into batches can be quite useful and often done for reporting purposes, but I found it handy to group a series of multiple choice questions and answers for displaying a given tester. In this case, it was for a quiz that asked the capital of a given state with four possible answers provided for each question (see Figure 2). The data was in a SQL Server database table, but it could have been retrieved via a service or a text file.

CRM 2016: Fixing the Activities Subgrid

One problem that users have been facing since CRM 2011 is the discrepancy between what they see in the Activity Associated View for a record and an Activities subgrid included on the form. Someone may log a Phone Call with an Account or Contact as a recipient, but reference a Case in the Regarding field. In this instance, they’ll be able to find it in the Activity Associated View:

 

Using a Variable for a File Path in QlikSense

One of the things I typically do when working with a load script in QlikView is to assign a variable to the file path to my QVD files. That way, if the path changes, I only have to update it in one place instead of multiple places throughout the script. It usually looks something like this:

Simple Cookie Management in ASP.NET

Cookies are one of the many options available for state management in ASP.NET. A cookie is a small file on a client file-system that can be stored or retrieved from a browser session. These can be used for many things, but frequently are used to maintain a user session after the browser has closed – this comes into play with those “Remember Me?” checkboxes on log-in screens. When a user checks the box, they are usually consenting to have a cookie placed on their system.

Managing PowerBI Groups

Publishing reports under the workspace of a username works great when only one person is in charge of managing it. Unfortunately, PowerBI doesn’t allow us to give other users edit privileges on those reports, which limits effective collaboration with the rest of the team. 

Fortunately, PowerBI gives us the option to create groups which come with the ability to fine-tune permissions for other users. This feature requires a Power BI Pro license and is not available in the free version. 

Microsoft Dynamics CRM Custom Entity Record Ownership

In Microsoft Dynamics CRM, when creating custom entities with a master-detail relationship, take care that the ownership of the detail record matches that of the master record.

For out of the box CRM master-detail entities, such as Invoice-Invoice Product and Quote-Quote Product, detail records automatically inherit the security of their master record. There are no ownership fields exposed on the detail record itself.

5 Reasons to Move Your BI to the Cloud

Posted in

Business Intelligence

Your BI is working, and it’s probably working well. But, continuing to empower your colleagues with data is going to be ever more challenging in a world of rapidly increasing data volumes, security risks, and data diversity.

Cloud platforms like AWS can help remove some of that complexity, allowing you to leverage their infrastructure as you scale and grow. Running Tableau Server on AWS ensures the continued, scalable success of your business intelligence for years to come.

Chalk Talk: Cloud Analytics

5:02

Posted in

Business Intelligence

Is it possible to use cloud analytics without creating new cloud data silos? Yes—you can avoid the chaos of cloud data silos with integration platform as a service, or iPaaS. iPaaS lets you clean and connect data and applications in the cloud much faster than with traditional on-premise tools. David Lyle, Informatica VP Product Strategy, offers advice on managing the complexity of cloud analytics.

Schedule recurring service tasks with agreements in field service

3:49

Posted in

Customer Relationship Management

Generating work orders, resource bookings and invoices on a recurring schedule is easy with field service capabilities for Microsoft Dynamics CRM. In this video we’ll create an agreement and explain things you’ll want to consider as you create, update and manage your own service agreements. You can even choose which agreement details to include on work orders for use by the automated routing engine and the schedule assistant.

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