“Support” for the Unified Interface in the Advanced Chart Editor for the XrmToolBox

  As a lot of people have noticed, chart customizations in the Unified Interface in Model-Driven Power Apps, or Dynamics 365 does not behave the way they used to in the classic interface. This is because the Unified Interface only supports a subset of the chart customization options that were available in the classic interface.  …

Compare This Year to Last Year – Unified Interface edition

Some years ago, I wrote a blog post about how to create a chart that compared monthly sales, to the same month in the previous year. The approach required quite a bit of XML editing and the chart was limited to only comparing this and last year. No data from two or three years ago. …

Power Query (M) Builder for the XrmToolBox (April 2019 update and fixes)

It has been a little while since the last update, but Mohamed Rasheed and I just added some bug fixes and improvements to the Power Query (M) Builder for the XrmToolBox. If you are new to the Power Query (M) Builder and how it can accelerate Power BI report development from Dynamics 365, check out …

Quickly get Dynamics 365 data in to Power BI for Q&A

The Q&A feature in Power BI is great as it let's users ask natural questions about your data and it will generate visuals and lists to answer those questions. Of course, there's an assumption that Power BI has a data model that uses the same terminology as the user asking, and that the required data …

Use Color Codes from Option Sets in both Dynamics 365 charts and Power BI

Option Sets in Dynamics 365 has a setting for each value to specify a color code. This color code is used in the new Unified Interface in the entity specific dashboards. This is a welcome addition as it makes it more easy to persist colors to a specific value and have it be consistent throughout …

Power Query Builder update for XrmToolBox. Create links to Dynamics 365, and handle tables with no records retrieved

We have added some updates to the Power Query (M) Builder for the XrmToolBox. Video is at the bottom of this post. There are 3 main new features: Automatically generate links back to the Dynamics 365 record Generate an empty table when no records are retrieved Use all-attributes in the FetchXML Automatically generate link to …

Power Query Builder updated – now supports FetchXML to get your Dynamics 365 Views into Power BI

The latest version of the Power Query (M) Builder for the XrmToolBox has been updated and it now supports FetchXML. Used for creating data models for Dynamics 365 in Power BI, the Power Query (M) Builder accelerates the development of the Power Query (M) code, that retrieves the records, change column names and their data …

Use the FetchXML Builder to help create charts in Dynamics 365

When creating charts for Dynamics 365, the Advanced Chart Editor in the XrmToolBox can handle most of the presentation and formatting of the chart. The work with the data happens in the fetch part of the chart XML, which still needs to be edited manually. Especially if you create charts that utilize relationships and N:N …

Updates to the Advanced Chart Editor for the XrmToolBox

A set of new features are now available for the Advanced Chart Editor for the XrmToolBox. You can find an introduction video for the Advanced Chart Editor here. Here is that we have been working on in the latest release aside from a few bug fixes: Help text for the properties Most of the properties …

Color options and create a custom color palette for the Chart Editor in the XrmToolBox

The charts in Dynamics 365 supports four different types of colors and 12 different system color palettes, outside of the custom palette that Dynamics 365 uses by default in its charts. In this video I'll go through how to work with those four different types of colors in the Advanced Chart Editor plugin for the …