Business Analytics and Visualization

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It has been a while since I posted a blog article.  Things have been busy and unfortunately my blog has suffered.  Not only have I been busy working in the Microsoft Dynamics 365 and Power Platform arena, but I have also been teaching at a local university.  This past semester I taught Business Analytics and Visualization.  It was a fun course to teach and I was able to introduce business students to the power of analytics using both Power BI and Tableau.  The text for the course was Introduction to Business Analytics, 1 st Edition by Vernon Richardson & Marci Watson.  The text did a great job of covering the types of analytics and the mindset and approach you should follow as a business analyst.  I recently used some of this material in a presentation at an FPnA conference, and it was well received, so I thought I would put the thoughts together here for everyone to read. In today's data-driven world, the ability to transform raw data into meanin...
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Using Full Page Apps in Dynamics 365 Finance

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Have you ever wanted to put a website or a model-driven Power App in one of your existing Dynamics 365 Finance workspaces or forms?  You might already know you can create a new workspace with a website, but did you know you can add the website to an existing workspace?

Here is an example of the Vendor invoice entry workspace with the Invoice Capture Power App embedded.
Prior to using this feature, you need to turn on "Saved views support for workspaces" in feature management.

Once this feature is enabled you can follow the following steps to add the Invoice Capture app or any model-driven Power App or website to an existing workspace.
  1. Open the vendor invoice entry workspace
  2. From Options - choose Personalize this page
  3. From personalize menu - select the 3 dots - and then Add an app
  4. Once that is selected (the screen goes gray) - click on the section header where you want to add the app (in my example I put it in Links)
  5. On the Add an app menu - choose Website
  6. Give it a name (my example: Invoice Capture) in the URL - paste the URL from the web page you want to use
  7. Click OK and make sure to save the View on the workspace.  Make this new view your Default
If you are adding a model driven power app you might want to turn off the navigation bar and command bar.  To do this simply add "&cmdbar=true&navbar=off" at the end of the URL.

Here is a short video showing how to use this feature.


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