the caf2code press
Implementation Partner Case Study: From 3 Years to 3 Weeks – How We Revitalized a Stalled Dynamics 365 Finance Report
In this case study, we delve into a complex challenge: completing a Dynamics 365 Finance report that had languished for three years. Utilizing our specialized skills as an Implementation Partner, we successfully delivered the business-critical report in just 21 days. This study outlines the systematic approaches and methods that made this rapid turnaround possible, proving the value and efficacy of choosing an experienced Microsoft Solutions Partner for Dynamics 365 Finance.
Paginated Reports 101 Part 5: Getting your Report Print & View Ready
Paginated report guides will often start by setting up the report and body prior to building out the “meat” of the report. If a report’s precise dimensions and orientation are already determined, this is a sensible way to go. Most of the time, however, I find that I have some wiggle room. The structure of the main report body may work better on legal-sized paper rather than letter-sized paper, or it may fit more cleanly into a landscape orientation rather than a portrait orientation.
Paginated Reports 101 Part 4: Adding Parameters and Filters to your Paginated Report
Multiple components in the Power BI ecosystem are referred to as parameters and filters. For this reason, I’m going to be heavily qualifying and color-coding throughout this blog post to make it a little easier for you to follow.
Understanding parameters, filters, and slicers in the Power BI ecosystem:
The parameters and filters you’ll build in Power BI Report Builder serve a similar purpose to slicers and filters used in Power BI Desktop.
Part 3: How to Set Up your Paginated Report Dataset, Using a Power BI Dataset as your Data Source
Woof, try saying that three times fast.
Our last blog post went through the similarly-named data elements in Power BI Paginated Reports, Power BI Analytical Reports, and the Power BI Service. These can be very confusing, even if you’ve carefully color-coded the different types as I have in this blog series. If you’re baffled just reading the title of this post, I recommend you go one post back before reading this one.
If not, let’s jump into creating a Paginated Report Dataset!
Part 2: How to use a power bi dataset as your paginated report’s data source
Using a Power BI Dataset as your Power BI Report’s data source? Even the title of this blog post is confusing!
Stay with me—I promise it will start making more sense from here. Let’s start by breaking down how information from a .pbix file becomes a dataset in the Power BI Service, and then we’ll see how it fits into a paginated report in Power BI Report Builder.
Power BI Desktop software is what you use to create (what I refer to as) a “standard” Power BI report. Most people just call these Power BI reports, since their paginated report cousins were tacked on to the Power BI Service several years after Power BI was launched.
Part 1: When to use a Power BI Paginated report instead of a standard Power BI Report.
If you’re a veteran user of the kinds of Power BI reports built using Power BI Desktop, you’re used to hearing about all the wonderful things Power BI can do, complete with exciting new updates every month. Power BI paginated reports get much less attention. From a marketing standpoint this makes perfect sense; Power BI analytical reports create beautiful, highly interactive data visualization reports that are great for helping end-users engage with their data, explore it, perform what-if analysis, and present it to others. Paginated reports? They don’t change much, and their main claim to fame is that they print off well.
Financial Tags
As part of the latest 10.0.32 release from Microsoft for D365 F&O, there is a new feature that will allow more flexibility to anyone who needs to analyze the state of their business within the system.
The feature is called Financial Tags, when enabled allows user-defined fields to be created to help classify, organize, and explain a variety of financial transactions done in the system. Microsoft allows for up to 20 of these new financial tags. They can be used to track information from Customers and vendors to payment reference numbers.
Help! Admin can’t login to lcs, outlook for web
Are you unable to login to LCS (Lifecycle Services for Dynamics 365)? Does the page redirect to the LCS login immediately after a successful sign-in attempt?
You may have tried this with several different setups:
Different browsers
In-private browsing mode
Different computers
Different networks
Ready to unleash your system’s potential?
Let’s talk about how we can help you
