Visualize the data quickly in Model Driven App via Power BI

GopinathLeave a comment

Hi Everyone,

I was going through the latest features that were coming in the next release and found the feature of visualizing the data quickly from Model Driven App via Power BI. Here is more information about the same.

There’s a new way to visualize your model-driven Power Apps and Dynamics 365 data stored within Dataverse. With a single click, Power BI will automatically generate a set of visuals for you to explore and find insights within your data.

Follow the below steps to enable this feature on your App.

  • This feature is App specific, so select the Model Driven App and choose ‘Edit in preview’ option.
  • Settings -> Features and enable “Enable Power BI quick report visualization on a table (preview)” option.
  • Open Power Platform Admin Center and Enable TDS endpoint feature.

Points to Note:

  • The data being visualized within the report is always based on the data currently in the view’s grid. This means if you’ve applied any filters to the grid, that filtered data will be used in the Power BI visuals. For example, if the view is filtered down to just 15 rows of data, only 15 rows will be visualized through Power BI.
  • As of now, the visuals generated from this flow can only be used for personal exploration. You can’t share or save them.
  • Column display names aren’t used within the report. You’ll see the system names in the resulting visuals.
  • You may notice more columns within the report than you see in the original view. These fields could include foreign keys for the columns or hierarchy, or URL fields that are being used within the original view for purposes other than columns.
  • The report created through this feature is temporary, so the experience times out after a set amount of time. At that point you need to close and reopen the report to continue exploring your data. For now, the timeout occurs at one hour.

Here is the reference from Microsoft Docs.

Hope this helps.

—
Happy 365’ing
Gopinath.

Collaboration in Model Driven Apps

Gopinath1 Comment

Hi Everyone,

Today I was going through the latest features and found a setting on Collaboration under the Features, here is more information on the same.

When you are working on the word document or excel, we could have worked on a few of those documents with other coworkers at the same time and you could have observed on the document the people that were collaborating on the document simultaneously with you. The same thing is also available on Microsoft Teams when you are working on a document. Now we have the same feature available on Model-Driven Apps.

Collaboration is instrumental to organizations and the ability to view the participants and to quickly share a link to the record in Dynamics 365 will increase productivity.

How can we enable it?

  • Login to Power Platform Admin Center.
  • Select the environment where you want to enable this functionality.
  • Click on Settings on the command bar.
  • Product Section then Features and you will see the setting as below.

We can turn on this preview feature by setting the Collaboration to On and we also have the facility to define the co-presence indicator refresh time from here. By default it is set to 60 second and this can be changed.

This feature is currently available on are Account, Contact, Opportunity and Case tables.

When enabling this preview, you’ll notice that the share button now has been moved to the right side of the collaborating users on the record, and there are now two options associated with the ‘Share’ button. The user will see two buttons they can click on: The first button shows ‘Email Link’. As the name suggests, this button will allow users to quickly send an email with the record link out. The second button shows as ‘Manage Access’ which allows users to share the record with other users. Once a record is shared, the user can determine the sharing permissions.

Hope this helps.

—
Happy 365’ing
Gopinath.