Andy Wingate

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Icy Swansea

January 10, 2010

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It's flipping cold here, went for a good long walk around the park...

swansea

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How to filter the current user with measures in your Dynamics 365 Business Central embedded Power BI report.

Embedding Power BI reports directly in Dynamics 365 Business Central is one of the many synergies of the Microsoft 365 platform. Giving users context relevant analysis right on the page where they need to see it helps make faster and better decisions. Previously I have looked at how to easily publish a new data set as a web service from BC and use this data in a Power BI report shown on the BC role center page . An interesting requirement that came up this week was the need to filter a BI report to only show data related to the current user. Initially row level security was considered; but this was not as easy to implement as using a basic visual filter and the 'Measure of a Measure' approach. Credit goes to the Power BI community, the original solution was described here and here . This approach relies on your data model having the user emails on the rows you wish to filter to. Add 2 new measures to your data model to the table

Business Central & Power Automate - Post to teams / Post invoices

To make the most of Dynamics 365 Business Central you should invest some time to understand how Power Automate works. In this example I'll start off by simply connecting BC to teams with some flows. Teams is especially handy alongside BC as regular business users (with a standard Microsoft 365 / Office 365 license) can view BC records posted to teams. This is pretty huge, as it means you can provide visibility of records across the whole business without also needing to have everyone setup as a licensed BC user. Just turn on access for M365 users: With Power Automate you can setup action buttons to post to teams on demand or create "when a record changes" triggers to post if particular thing happens - that you want to notify a team about. For these flows I'm going to focus on the use of adaptive cards also; as these specifically allow any user of teams to open the BC record in teams and take advantage of the "Access with M365 license" feature. Business Cent

Exploring Business Events for Business Central: Customer Credit Limit

Do you want to easily automate responses to common events in your ERP? With Business Events & Power Automate you can do just that in Business Central and other Dynamics 365 apps. Business events on Business Central (preview) - Business Central | Microsoft Learn . In the most recent update Business Events can be used without any Dataverse setup making the toolset more accessible to all. So what do we get at the moment you ask? Here is a list: Customer blocked Customer unblocked Opportunity activated Opportunity closed as lost Purchase credit memo posted Purchase invoice posted Purchase order released Purchase payment posted Purchase receipt posted Quote created for opportunity Sales credit limit exceeded Sales credit memo posted Sales invoice posted Sales order released Sales payment posted Sales shipment posted Winning quote converted into sales order Sales credit limit exceeded Looking at the available list of events this one jumped out as its one of those events that happens

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