Thoughts, Dynamics 365, random business ideas, etc.
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Updating data in Dynamics 365 from Power BI
I had a list of companies in my Dynamics 365 Sales environment and a Power BI report with the last 12 months of sales data. I wanted to take that list of customers in Power BI and use it to update a flag in CRM that was called “active customers”. I started doing this by…
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How to use HubSpot Sales Hub with Outlook
I’ve been trying out HubSpot with some of my businesses recently, and I like what I see. I’m going to be using it more, and so I might end up with some blog posts about it. Here’s the first one. Steps to integrate HubSpot Sales Hub with Outlook That’s it. Pretty seamless. I actually had…
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How is Power BI different from Microsoft Fabric?
Microsoft Power BI is a component inside Microsoft Fabric. I’ve been using Power BI for a long time. Since it came out, I think. I think it was some sort of Excel add-in at first and it’s since morphed into a pretty awesome reporting and analytics toolset offered at a somewhat reasonable price. I’ve even…
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We couldn’t open your plan – Dynamics 365 Project Operations
This one was popping up randomly and I couldn’t figure out. Finally got to the bottom of it today. When creating a new project in Dynamics 365 Project Operations, there’s a couple of steps that have to happen: Every once in a while, when trying to create the tasks, I was getting this error message:…
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Secrets of time entry approvals in Dynamics 365 Project Operations
You know how sometimes things just work and you never really look into the details and life is good? That’s great. What’s less great is when they stop working and you have no clue where to look. I made some changes to user accounts and permissions on a user that provisioned a Dynamics 365 environment.…
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How to fix a timesheet record in Dynamics 365 Project Ops
I had a stuck timesheet entry I was trying to get through the approval process. I deleted the approval (because it wouldn’t go away on it’s own when I rejected it) and tried to recall the time sheet entry so that I could resubmit it and hopefully fix everything. Recalling the time sheet entry kept…
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Not all my records are showing up in my Power BI groups
I was just working on something in Power BI and saw some weird behavior. I had created some groups in Power BI (learn how to do that here) and a weird little peccadillo popped up. I had opened my Power BI Desktop file earlier on in the morning. Later on, I realized I wanted to…
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Create PivotTable unsuccessful – Power BI and Excel
Every once in a while, I’ll Google something and get 0 results. I hate that. This time, it was me trying to connect to a Power BI data model through Excel so I could use the cube functions and make a fancy little Excel-based dashboard. I swear, I don’t know how anyone does anything in…
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Think before you release
Came across this news article today about some of the people working at Humane (an AI-based wearable pin) starting something new and getting funding and have some thoughts about rapid development and deployment. Former Humane execs secure $25 million valuation after departing AI hardware startup – NBC 5 Dallas-Fort Worth (nbcdfw.com) The wearable I remember…
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How-to easily and quickly delete work hours in Project Operations
You can’t. You have to do it manually. I was setting up Project Operations and apparently had a default calendar applied and setup. It was setting my resources to be available 24 hours a day, 7 days a week. Now, don’t get me wrong – who wouldn’t want resources that could work non-stop for 7…