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New Designer Feature Available Soon for Microsoft Word for the Web

October 27, 2020 Microsoft Dynamics CRM

Microsoft has recently announced the upcoming launch of a brand-new feature for Word for the web: Designer, which will let you create polished documents directly from Word for the web. A targeted release has made the feature available for certain users already, but the standard release is planned for early November. Designer offers formatting consistency and style variety for all your documents in just a few clicks.

Communicate your ideas visually

A variety of themes will be available to choose from, ensuring a consistent look and feel across all your documents. Writers can simply browse from a selection of styles, and the fonts and colours will be applied to the document once they have made their choice. This lets them organize their content visually without any design skills necessary, making documents more appealing visually and improving readability.

Fix formatting inconsistencies

Designer also detects any formatting inconsistencies, which can then be fixed in just one click. You will be asked to review fixes before any changes are applied, and can then keep or undo any fixes suggested by Designer either globally or individually. It’s also possible to manually apply styles depending on your preferences easily.

Once available, the Designer feature will be available in the Home ribbon of Word for the web. Simply click Home > Designer to access its functionalities. For more information, visit the Microsoft website to find out how you can Use Designer to create more polished documents for the web.

By JOVACO Solutions, Microsoft Dynamics 365 specialist in Quebec

About JOVACO Solutions

JOVACO Solutions is a leading ERP and CRM solution provider operating in Quebec for over 35 years. As a specialist of Microsoft Dynamics business management solutions, we offer a wide range of products and services to meet all the needs of professional services firms and project-based organizations. We also offer specialized project management tools and timesheet add-ons fully integrated to Microsoft Dynamics solutions. Visit our website or contact us for more information.

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CRM Software Blog | Dynamics 365

Google says Pixel’s Hold for Me feature records and stores audio on-device

October 1, 2020 Big Data

One of the just-announced Pixels’ most intriguing features is Hold for Me, a Google Assistant-powered service that waits on hold when you call a retailer, utility, airline, or other business’ toll-free support number. When a human comes on the line and is ready to talk, Hold for Me — which will launch in preview in the U.S. in English before expanding to other regions and devices — notifies you with sound, vibration, and a prompt on your screen.

It wasn’t immediately clear how Hold for Me worked, but Google responded to a list of VentureBeat’s questions in the hours following the event. According to a spokesperson, Hold for Me is powered by Google’s Duplex technology, which not only recognizes hold music but also understands the difference between a recorded message — for example, “Hello, thank you for waiting” — and a representative on the line. (That said, a support page admits Hold for Me’s detection accuracy might not remain high “in every situation”.) Google says it gathered feedback from a number of companies, including Dell and United, as well as from studies with customer support representatives to help design Hold for Me’s interactions.

“Every business’s hold loop is different and simple algorithms can’t accurately detect when a customer support representative comes onto the call,” Google told VentureBeat. “Consistent with our policies to be transparent, we let the customer support representative know that they are talking to an automated service that is recording the call and waiting on hold on a user’s behalf.”

Google says Pixel’s Hold for Me feature records and stores audio on device

Hold for Me is an optional feature that must be enabled in a supported device’s settings menu and activated manually during each call. In the interest of privacy, Google says that audio processing by Google Assistant to determine when a representative is on the line is done entirely on-device and doesn’t require a Wi-Fi or data connection. Effectively, no audio from the call is shared with Google or saved to a Google account unless a user explicitly decides to share it and help improve the feature. (Call data like recordings, transcripts, phone numbers, greetings, and disclosures are stored on Google servers for 90 days before deletion.) If they don’t, interactions between Hold for Me and support representatives are wiped after 48 hours; returning to the call stops the audio processing.

Google claims its embrace of techniques like on-device processing and federated learning minimize the exchange of data between its servers. For instance, its Now Playing feature on Pixel phones, which shows what song might be playing nearby, leverages federated analytics to analyze data in a decentralized way. Under the hood, Now Playing taps an on-device database of song fingerprints to identify music near a phone without the need for an active network connection.

Google’s Call Screen feature, which screens and transcribes incoming calls, also happens on-device, as does Live Caption, Smart Reply, and Face Match. That’s thanks in part to offline language and computer vision models that power, among other things, the Google Assistant experience on smartphones like the Pixel 4, Pixel 4a and 4a (5G), and Pixel 5.

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Big Data – VentureBeat

Jamie Foxx Signs Feature Film Producing Deal With Sony Pictures

September 10, 2020 Humor

Jamie Foxx and his producing partner, Datari Turner, have signed an overall deal with Sony Pictures Entertainment to develop and produce feature films.

The first project in development that Foxx and Turner are producing for the studio under their new deal is an untitled action thriller written by Juel Taylor and Tony Rettenmaier, which Foxx is also set to star in.

“Not only is Jamie Foxx one of the most talented and decorated actors in the world he is also an idea machine,” said Sanford Panitch, president of Sony Pictures Motion Picture Group. “As a company, we have been lucky to work with Jamie in Baby Driver and Amazing Spiderman, but his creativity as a producer is his most exciting role yet. Jamie is wildly creative, funny, and brilliant, he walks the walk, he talks the talk and we are so proud to be in this partnership with Jamie and Datari. We already have a few projects secretly going and this is only the beginning.”

Foxx and Teyonah Parris recently joined John Boyega in the sci-fi mystery “They Cloned Tyrone” for Netflix and Macro. Foxx won an acting Oscar for “Ray” and was nominated in the supporting category for “Collateral.” He starred in the legal drama “Just Mercy” and nabbed the supporting actor trophy at the NAACP Image Awards earlier this year.

Foxx is currently starring in Netflix’s “Power Project,” and will be seen in Pixar’s “Soul” in the role of a passionate music teacher. He’s also set to star in Blumhouse’s “Spawn.”

Turner produced the Netflix film “Uncorked,” earlier this year starring Courtney B. Vance and Niecy Nash, and “Nine Days,” starring Winston Duke and Zazie Beetz. Foxx is repped by CAA, LBI Entertainment, and Ziffren Brittenham.

Source: Variety

Charlamagne tha God Launches New Podcast Network With Jess Hilarious, 85 South, & More On IHeartMedia

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The Humor Mill

Explore the latest Event-Based Alerts feature within your Dynamics 365 CRM!

September 6, 2020 CRM News and Info

Alerts4Dynamics (Preferred App on Microsoft AppSource) is a must-have app for all those of you who want to seamlessly create and manage alerts and notifications within Dynamics 365 CRM and Power Apps. It gives you an option to create a variety of alerts within Dynamics 365 CRM, such as Record-Based Alerts, Rule-Based Alerts, Announcement and Event-Based Alerts which can be notified through Pop-ups, Form Notifications and Emails.

In this post, we will explore what are Event-Based Alerts and how will you benefit from them?

By using Alerts4Dynamics, you will get a provision to create and send an alert with respect to any event that happens in Dynamics 365 CRM. For example, sending an alert about the receipt of overdue payment, notifying or alerting your team members about the creation of a new record of a particular entity or about winning an Opportunity and so on. You can now duly notify all these events to respective Dynamics 365 CRM users with the help of Event-Based Alerts.

Let’s consider a scenario where you want to send alerts to your team members once a new Account is created. For this, the first step is to ‘Enable Entity Configuration’ for the ‘Account’ entity. Next, you have to create a workflow where you will define the alert audiences. Eventually, post successful activation of the workflow, an alert will be sent in the selected form; Pop-ups, Email or Form notification when a new account is created. This means you can keep your team members updated about new records created in the Account entity through regular alerts which will be automatically sent to them with the help of the Event-Based workflow.

Another interesting factor about Event-Based Alerts is that you can configure alerts where the entity on which the notification to be shown is different from the entity where the workflow is triggered. Further, you can also send alerts and notifications to audiences of related records which are in ‘One to Many’, ‘Many to One’ or ‘Many to Many’ relationships.

For example, you want to show notifications and send emails to the multiple contacts associated with an overdue invoice once it gets paid. Here, the workflow will be created for Invoice and the notification will be shown on related Account and further the email notification will be sent to all the contacts that are associated with the Account. So, all you have to do is to create a workflow that will trigger when the status of the record (Invoice) is changed, select alert level and mode of alert, select Record URL of Account entity, select the respective audiences to whom the email alert will be sent, type relevant message for the audience and finally activate the workflow.

Now, an alert will be displayed on the Account when the invoice is paid and its status is updated.

And side-by-side, an email will be sent out to all the contacts that are associated with this Account informing about the receipt of payment.

Amazing, isn’t it?

You can get to know more about this amazing feature just by downloading and exploring Alerts4Dynamics from our website or Microsoft AppSource for a trial period of 15 days.

For a quick personal demo or to explore your specific alerts requirement, feel free to contact us at crm@inogic.com

Until then – Stay Safe, Stay Healthy!

And remain Alert!

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CRM Software Blog | Dynamics 365

Store and Manage Dynamics 365 CRM documents in SharePoint in native folder hierarchy structure with the latest Attach2Dynamics feature

June 13, 2020 CRM News and Info

632x361xA2d blog5.jpg.pagespeed.ic.aaW2awt1lS Store and Manage Dynamics 365 CRM documents in SharePoint in native folder hierarchy structure with the latest Attach2Dynamics feature

Now-a-days, everybody stores data in cloud. With its ease of accessibility and n number of features, cloud storage has become the rage. And specifically, for Dynamics 365 CRM users, SharePoint has become the best place to store and manage documents/attachments. But storing data doesn’t mean to dump all the data in SharePoint. To get information quickly and easily, data should be stored in a systematic way. This is possible with the latest feature of one of our Preferred Solution on Microsoft AppSource – Attach2Dynamics.

So, what is this feature that would make document/attachment management in SharePoint handy and worthwhile.

Store documents/attachments on the basis of Hierarchy in SharePoint

With this latest feature of Attach2Dynamics you will be able to store your Dynamics 365 CRM documents/attachments on the basis of hierarchy in SharePoint. For example, suppose you want to store documents of Opportunity entity in your SharePoint site on the basis of hierarchy. To achieve this, first you have to enable document management for Opportunity entity. Then you will have to select a folder structure based on either ‘Account’ or ‘Contact’ entity. Once it is done, the next step is Entity Configuration. Here, along with other fields you will have to populate the additional ‘Folder Structure Field’ and save it. Now, all you have to do is to go to any record in Opportunity entity, move/copy attachments or click on the Attach2Dynamics button to directly upload files to SharePoint.

615x330x1Store and Manage Dynamics 365 CRM documents.png.pagespeed.ic.KVcB5F OV2 Store and Manage Dynamics 365 CRM documents in SharePoint in native folder hierarchy structure with the latest Attach2Dynamics feature

Once the document is uploaded, it is stored as per the following hierarchy structure in your SharePoint site (if the folder structure enabled is based on Account) i.e. Account > Account Name_guid > Opportunity > Opportunity Name_guid.

620x162x2Store and Manage Dynamics 365 CRM documents.png.pagespeed.ic.Z0YUlsreQf Store and Manage Dynamics 365 CRM documents in SharePoint in native folder hierarchy structure with the latest Attach2Dynamics feature

Quite a handy feature for all those who want a seamless document management system to easily store and manage data in Dynamics 365 CRM & PowerApps.

So, don’t wait! Find out for yourself more about this feature by downloading the latest Attach2Dynamics solution from our website or Microsoft AppSource.

You can also explore our very own SharePoint Security Sync which has all the goodness of Attach2Dynamics and more!

And, don’t forget to send your valuable feedback at crm@inogic.com

Until then, Stay Safe, Stay Healthy!

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CRM Software Blog | Dynamics 365

Cedric The Entertainer Launches YouTube Channel: Channel Will Feature Behind The Scenes Looks

May 6, 2020 Humor

World-renowned actor, comedian and host Cedric The Entertainer, is pleased to announce the highly-anticipated launch of his YouTube channel. With his brand new YouTube channel – built in partnership with GC Studios – the icon and Hollywood Walk of Famer will be beginning a new digital journey, uploading exclusive new content and will also be giving viewers a peek behind the curtain as he shares about his daily life.

Since the 90’s, Cedric has dominated the comedy space, from his iconic stints as a host on BET’s ComicView and on Def Comedy Jam, to recognizable roles on The Steve Harvey Show and Barbershop. Cedric is also the star and executive producer of CBS’ strongest comedy series The Neighborhood, now in its second season. The launch of his YouTube channel marks a brand new era of content, one that allows Cedric to engage directly with his audience.

This is not his first rodeo at exploring new digital formats. Earlier in April, he hosted a star-studded, marathon fundraiser called Def Comedy Jam: Healing Through Laughter, alongside big names like Usher, Tiffany Hadish and Marlon Wayans. The live-stream drew more than one million viewers across Facebook and Twitch, and raised over US$ 92,000 and counting.

“The entertainment world has completely changed from when I first started out. With my new channel, I will now be able to create content more regularly, and also communicate directly with my fans – something I’m incredibly excited about,” said Cedric.

Fans can expect weekly uploads on his channel, where Cedric will provide exclusive, behind the scenes coverage of his shows and projects, travel, family time, and other fun activities. Viewers will also be treated to Cedric’s take on current events and pop-culture news which will be delivered with his signature style and humor. Finally, this will also be the platform where Cedric will update his fans about the projects he’s working on and passionate about as well as exciting collaborations with other YouTube personalities or celebrities doing challenges, skits, and games.

Tune in to watch Cedric The Entertainer’s first Youtube video that will premiere on the 6th of May, 2020 at 18:00 PST

Lebron James Reveals The Title Of ‘Space Jam’ Sequel

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The Humor Mill

Automate cloning of multiple copies of Dynamics 365 CRM Record in 1 click – Popular feature voted in Poll during our Webinar Series!

May 5, 2020 CRM News and Info

614x351xClick2Clone.jpg.pagespeed.ic.4Th2Oz2ohQ Automate cloning of multiple copies of Dynamics 365 CRM Record in 1 click – Popular feature voted in Poll during our Webinar Series!

As the world is forced to stay indoors and is maintaining social distancing, we as a community should strive hard to make the best out of this difficult situation. Inogic, to contribute to the Dynamics community, has come up with a webinar series that will help in understanding various Dynamics 365 CRM concepts and applications. And thanks to our generous community, the webinars have been a huge success.

Our webinars are providing insights into the various features of our Dynamics 365 CRM apps and how they help you to be more productive. One of the webinars that had the maximum number of attendees was on our Click2Clone app (Preferred App on AppSource). As the name suggests, this apps clones Dynamics 365 CRM records in just one click along with related records. And with each passing year every new feature of Click2Clone brought by Inogic has increased the productivity and efficiency of Dynamics 365 CRM users.

According to a poll conducted by Inogic during webinar, one of the most liked and important feature of Click2Clone is ‘Cloning Multiple Copies’ which is one of the new features of the application. In this blog, we will walk you through this new feature of Click2Clone solution.

Clone Multiple Copies in a single click
Automate Cloning of Multiple Copies.

Clone Multiple Copies in a single click

This latest feature of Click2Clone enables you to create multiple copies of any given record at one go. Earlier, you were able to create just one copy of a record but now you can save time and effort by creating multiple copies of records as per your requirement. All you have to do is to duly fill the required fields while configuring templates to clone records and you can create as many copies as you want.

x1multiple copies of Dynamics 365 CRM Record.png.pagespeed.ic.sf2h7248au Automate cloning of multiple copies of Dynamics 365 CRM Record in 1 click – Popular feature voted in Poll during our Webinar Series!

Image info: Purple Box is for the source record and Green Box is for the multiple copies created.

Automate Cloning of Multiple Copies

This is an extension to the above feature. Using this you can automate the task of creating multiple copies. Let’s take an example of Opportunity entity. Here, you have a field called Create X Copies and whenever the Opportunity is Won based on the value in the aforementioned field you need to create those many copies of the Opportunity automatically. This is where our feature comes in.

All you have to do is create a workflow on Status Change of Opportunity, use our assembly, choose the Click2Clone Template you’d want the process to follow and add Create X Copies field in the parameter. Just like that you can easily create multiple copies as per your requirement.

With these new amazing features, be it office or home, you can manoeuvre your day-to-day CRM activities with ease. In this hard time, we just want to lessen your burden with these small and effective features of our most popular productivity app – Click2Clone.

Reduce your stress of repetitive data entry and download Click2Clone now from our Website or Microsoft AppSource. With the free trial, experience the seamless cloning of records yourself.

To register for our webinar series, click here. We also have provided video links to our concluded webinars. Click here to watch them.

For any suggestions and feedback, mail us at crm@inogic.com

Stay Safe! Stay Healthy!

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CRM Software Blog | Dynamics 365

April 2020 New Feature Deep Dive: Sales Forecasting Webinar

May 1, 2020 CRM News and Info

Stop playing the guessing game!

Being able to predict the revenue of your organization is vital. An accurate revenue forecast allows for planning, focusing on the right aspects of your business, making informed strategic decisions, budgeting, and allocating resources appropriately, just to name a few. This, in turn, saves you time and money. One of the best new features included in the Dynamics 365 2020 Release Wave 1 is Sales Forecasting. It enables you make accurate predictions, eliminating the guesswork.

Sales Forecasting Webinar

Brian Begley, the owner of enCloud9 and Dynamics365support.com, began our monthly webinar by giving some information on Sales Forecasting: talking briefly about what it is and the benefits of using sales forecasting. He discussed the differences between Goals in Dynamics 365 and Sales Forecasting. While Goals were a good idea in theory, they could be hard to manage. Sales Forecasting, on the other hand is much more flexible and easy to manage.

Brian then went right into his demo. He showed us how to create a sales forecast and demonstrated how easy it is to get around. Brian also showed us a sales forecast that he had already made, in order to demonstrate some points on interpreting the results of a forecast. Watch the recording and download the presentation below:

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Want to Learn More?

In addition to our Sales Forecasting webinar, you might want to check out our blog to learn more. If you would like to learn more about Sales Forecasting, there are many useful Microsoft resources. One great resource is this video from Microsoft about how to Drive accountability with advanced forecasting in Dynamics 365 for Sales. In addition to this video, here are some other great resources from Microsoft: Project accurate revenue with sales forecasting and analyze revenue outcome by using predictive forecasting, or configuring sales forecasts. Download our PowerPoint presentation for more great resources.

Join our March webinar as we preview the Dynamics 365 and Power Apps during April 2020. We’ll be reviewing improvements to the timeline, rich text functions in the notes, using the Kanban board to manage sales opportunities and more. Don’t miss our Best of the April 2020 Power Apps and Dynamics 365 Update. Register for our March webinar below.

How Can We Help?

enCloud9 is a recognized expert in helping organizations like yours to get the most out of their Dynamics 365 system. If you have any questions on Dynamics 365 Sales or if we can help you with any of your Dynamics 365 needs, don’t hesitate to contact us. We would be more than happy to discuss how Dynamics 365 can help you drive sales.

Visit our YouTube channel for more informative webinars.

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CRM Software Blog | Dynamics 365

Power BI Service and Mobile October and November 2019 feature summary

December 8, 2019 Self-Service BI

The past couple of months have been nothing short of fantastic for the Power BI team. Even with the holiday season fast approaching, our engineers continued to work hard and deliver some of most anticipated features across Power BI service and mobile. In case you missed it, here’s a quick recap all the announcements we made in the months of October and November:

Refresh your Power BI dataset using Power Automate

We released a new Refresh a dataset action to the Power BI connector for Power Automate. You can now trigger refreshes for your datasets in Power BI based on hundreds of Automate triggers. Whether your trigger is based on changes to items in your SharePoint list or updates to an Excel file in OneDrive or SharePoint Online or a complex day and time schedule, there are dozens of use cases where you can leverage this action. Check out the announcement blog to learn more.

On-premises data gateway management via PowerShell (Preview)

We rolled a public preview of PowerShell cmdlets that help you automate and manage tasks for Power BI data sources and On-premises gateways. These cmdlets are available in the PowerShell Gallery and can be installed in an elevated PowerShell session. Learn more

Contact lists for reports and dashboards

To help end users ask questions, raise issues with the data they see, or seek confirmation, we added a new feature that allows authors to configure the list of contacts, which can include multiple users and groups, for reports and dashboards in the Power BI service. When used with the New Look for the Power BI service, end users can quickly find and contact someone to make timely data driven decisions. Learn more

Power BI lineage view (Preview)

Understanding the flow of data from the data source to its destination is critical for building reports. To help you visualize this, we introduced a public preview of lineage view. The view encompasses the flow of all Power BI workspace artifacts including dataflows, datasets, reports, and dashboards and their connections to the external data sources. Check our announcement blog to learn more.

General availability of Automated Machine Learning

We announced that Automated Machine Learning (Auto ML) in Power BI is generally available in all public cloud regions. With this feature, business analysts without a strong background in machine learning can build ML models to solve business problems that once required data scientists. Most of the data science behind the creation of the ML models is automated by Power BI, while giving visibility into the process used to create your ML model to provide you with full insight. To learn more, check out the step-by-step tutorial that shows how to build your machine learning model using Auto ML or refer to the documentation.

Large models in Power BI Premium (Preview)

We supercharged Power BI Premium by releasing a public preview of large models. As you are already aware, Power BI datasets can store data in a highly compressed, in-memory cache for blazing fast query performance. This enables fast user interactivity over large datasets. However, these dataset caches were limited to 10 GB after compression. The new large models remove this limitation, so dataset cache sizes are limited only by the Power BI Premium capacity size. Check out https://aka.ms/LargeModels for further information such as availability by region, and how to set up your Power BI Premium capacity for large models.

Data protection capabilities (Preview)

As enterprises grow their Power BI deployments, reducing the risk for data leakage becomes critical. To help organizations govern their sensitive business data, we partnered with the Microsoft Information Protection and Cloud App Security team to release a public preview of data protection capabilities for Power BI. With this feature, you can now classify and label sensitive Power BI data using the familiar Microsoft Information Protection sensitivity labels used in Office, enforce governance policies even when Power BI content is exported to Excel, PowerPoint, or PDF, and much more. These are also applicable to Power BI mobile apps. Read our detailed documentation to learn more.

Embedding paginated reports in applications (Preview)

We also announced the public preview of embedding paginated reports to allow ISVs and developers to embed pixel-perfect reports in their own applications using Power BI APIs. Check out the tutorial or read the documentation to learn more.

Upgrade classic workspaces to the new workspaces experience

We announced that you can now opt-in to upgrading classic workspaces to the new workspaces experience in Power BI. The Power BI new workspace experience has been General Available since April 2019. It offers improved security management, more flexible workspace roles, and new capabilities like a contact list to help you support your teams. Using the new workspace experience also enables several major features like shared and certified datasets and large models, to name a few. Learn more

November update for On-premises data gateway

We also updated the Power BI On-premises data gateway for the month of November. Version 3000.14.39 includes a new way to change the gateway’s recovery password and an updated engine to match the Power BI Desktop November update. Learn more about the updates in our release blog or check it out by installing the new gateway.

Updates to Power BI mobile apps

Lastly, we updated the Power BI mobile apps with the following features:

Android support for remote configuration of Report Server access settings – IT admins can now use their organization’s MDM tool to remotely configure those settings on both iOS and Android devices. See Configure Power BI mobile app access to Report Server remotely for details.
Cross-report drill through – You can now tap on a data point to drill through to access other reports and report pages. When you drill through to a target page, the content in that page is filtered based on the drill through settings.

Roadmap updates

We use the Power BI section in the Business Application Release Notes to share details on what’s coming in the next three to six months. These release notes are updated weekly with details on shipping dates, screenshots, and new announcements. Here’s what we disclosed recently:

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Power BI Desktop November 2019 Feature Summary

November 16, 2019 Self-Service BI

The November update has major updates in several areas of Power BI Desktop. There’s a new, modern ribbon that aligns Power BI Desktop with Office and adds more functionality. We’re also adding a new visual, the decomposition tree, which is one of the most requested ideas on ideas.powerbi.com. AI functions integrated into Power Query allows you to take your data transformations to the next level, and of course we have incremental improvements across the entire product.

Here’s the complete list of November updates:

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Modern ribbon (preview)

Continuing our journey to modernize the editing experience for all our users, this month we are previewing a new ribbon. If this ribbon looks familiar to you, it is because we are now using the same ribbon that you see when using Office 365.

111119 0633 PowerBIDesk1 Power BI Desktop November 2019 Feature Summary

This new ribbon has several benefits compared to the previous ribbon:

Improved look and feel and organization
A themes gallery, where you can more easily see what colors will be applied
Dynamic ribbon content based on your view, so you no longer have many disabled buttons in the data and modeling view
A single line ribbon when the ribbon is collapsed, which allows you to save space while working
The ribbon won’t occasionally freeze, for those who had that issue with the previous ribbon

There are also a lot of benefits to come with this update as well. The new ribbon allows us to, in future updates:

Hopefully, it’s obvious from the list of future additions we want to do, but this is just the first of more updates that will come for the ribbon. Make sure to let us know what else you’d like to see added or changed in our ribbon!

We also have a dedicated blog post just on our ribbon updates, so make sure to check that out.

Watch the following video to learn more about the new ribbon:

[embedded content]

Decomposition tree visual (preview)

We are very excited to announce a preview of one of the most and longest requested features for Power BI, a decomposition tree visual. A decomposition tree can use to perform root-cause analysis by viewing how individual categories in a group contribute to the whole. The visual lets you decompose, or break down, a group to see its individual categories and how they can be ranked according to a selected measure, such as by sales amount.

111119 0633 PowerBIDesk5 Power BI Desktop November 2019 Feature Summary

Once you turn on the visual through the preview tab of the Options dialog, you’ll see the new visual option in the visualization pane.

111119 0633 PowerBIDesk6 Power BI Desktop November 2019 Feature Summary

Once you add the visual to your page, you’ll see two buckets in the field well. The first, Analyze, is where you’ll put the numeric field you want to break down, in my case Sales Amount. The second bucket, Explain by, is where you’ll put all the possible fields you’d want to break your numeric field down by.

111119 0633 PowerBIDesk7 Power BI Desktop November 2019 Feature Summary

One of the interesting difference in the decomposition tree, compared to other visuals, is that you get to pick dynamically which of the fields in the explain by field well you want to look at and in what order. This means that the initial view you’ll have is just the numeric value with a small “+” next to it.

111119 0633 PowerBIDesk8 Power BI Desktop November 2019 Feature Summary

Clicking on this plus will allow you to either pick a specific field from the provided options to break down by or let the visual decide which field to use, depending on if you’re looking for the highest or lowest value.

111119 0633 PowerBIDesk9 Power BI Desktop November 2019 Feature Summary

As you expand on different fields, you’ll see a path forming in your tree. If the tree expands beyond the dimensions of the visual, you can pan and zoom with your mouse to get a better view.

111119 0633 PowerBIDesk10 Power BI Desktop November 2019 Feature Summary

As you go further down the tree, you can look at the headers and the darkened lines to get a reminder of what part of the tree you’re exploring.

111119 0633 PowerBIDesk11 Power BI Desktop November 2019 Feature Summary

111119 0633 PowerBIDesk12 Power BI Desktop November 2019 Feature Summary

If you pick either high or low values to expand on, you’ll also see an lightbulb next to the header to remind you that Power BI is picking the field for you dynamically and it’ll update and change as your data refreshes. The connecting line is also dotted, as another visual cue.

111119 0633 PowerBIDesk13 Power BI Desktop November 2019 Feature Summary

Like our other built-in visuals, you get all the good features you’d expect, such as support for:

Cross-highlighting
Picking up theme colors
Formatting options
Bookmarking

When you save your report, the visual will remember what configuration it was in and reopen to that format, but your consumers will be able to explore and configure the visual as much as they want to find new insights.

If there are specific levels you don’t want your users to change, you can lock them using the lock icon near the header (you won’t have this option for AI driven levels).

111119 0633 PowerBIDesk15 Power BI Desktop November 2019 Feature Summary

Make sure to try out this visual while it is in preview and let us know what else you’d like to see added!

Watch the following video to learn more about the decomposition tree:

[embedded content]

Conditionally format button formatting

This month’s conditional formatting update for formatting are all button related. You can now dynamically set formatting for the following properties:

Button text font color
Button text
Icon line color
Outline color
Fill Color
Button tooltip (under the action card)

As a remainder, you can tell a property can be conditionally format-able by looking for the three dots on hover.

111119 0633 PowerBIDesk16 Power BI Desktop November 2019 Feature Summary

And once a property has been dynamically set, it will be replaced with an fx button.

111119 0633 PowerBIDesk17 Power BI Desktop November 2019 Feature Summary

Watch the following video to learn more about dynamic button formatting:

[embedded content]

ArcGIS Maps for Power BI update

The ArcGIS Maps for Power BI visual has several updates this month. The visual now has support for connecting to ArcGIS Enterprise servers using built-in authentication. You can also now geocode up to 3500 points as a free user and 10,000 as a ArcGIS subscriber. Lastly, if you’re an ArcGIS subscriber you now get full Esri Technical Support for ArcGIS Maps for Power BI.

New xViz visuals

There are two new visuals in the xViz suite this month! As a quick reminder, the xViz suite is an all in one visual suite. There are currently 9 visuals in the package, all with free and pro features. If you decide to license the pro features, you get access to the advanced capabilities for all the visuals for one price.

Advanced Gauge

The Advanced Gauge visual allows you to easily compare an actual value, such as your key business indicators, against a target value. There are a lot of customization and configuration options available for this visual. Your gauge can either be a full or semi circle, with the added ability of showing two different metrics in the same gauge. Some other configurations include:

Conditional formatting options for the gauge fill color
Set a fill and/or needle indicator for the current value
Control the colors for the target indicator
Set a min/max value
Axis and number formatting, including tick control

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Check it out on AppSource.

Watch the following video to learn more about the advanced gauge:

[embedded content]

Hierarchical Filter

The Hierarchical Filter visual is a slicer visual that supports hierarchies, advanced formatting, search, and even displacing a metric of choice. Each node of the slicer allows you to expand and collapse it for optimal navigation and allows you to easily single and multi-select categories to filter by.

Some of the advanced formatting options for this visual include:

Conditional formatting support for both the categories of the slice and the optional metric
Search support with two different search types
Setting the default expansion level
Full text and background formatting, including unique formatting for hover and selected value
Advanced number formatting

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Try at this visual from AppSource.

Watch the following video to learn more about the hierarchical filter:

[embedded content]

ZoomCharts Drill-Down Waterfall Visual

The ZoomCharts Drill Down Waterfall visual is a new addition to the family of ZoomCharts custom visuals and
is equipped
with all ZoomCharts signature features – interactive drill down, smooth animations and rich customization options. The visuals are optimized to work on both desktop and mobile devices providing intuitive user experience.

The ZoomCharts Drill Down Waterfall visual introduces more freedom and flexibility when it comes to visualizing increases and decreases, and totals. Some of the key features of this visual include:

Subtotal display and calculation – add and display subtotals straight from the dataset or calculate them automatically;
Column sequence – set the display order for columns (change values)
Display of the total – turn on or off the total column; have it calculated dynamically or make it data driven
Advanced formatting options – customize increases, decreases and totals separately (colors, outlines, column widths, connectors, value labels and more)
Touch-driven slicer – filter the report page by using the visual itself (no need for external slicers)
Touch-driven drill down – touch or click any column to drill down into it; long-press it to select the column

Some common use cases for the Drill Down Waterfall include total profit and loss decomposition in accounting and finance, monitoring stock movement in inventory management, understanding campaign contributions to lead volume in sales and marketing, and viewing changes in staff numbers in human resources.

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Download from AppSource.

Watch the following video to learn more about ZoomCharts Drill-Down Waterfall visual:

[embedded content]

Financial Reporting Matrix by Profitbase

The Financial Reporting Matrix by Profitbase visual is geared towards easily building financial reports. The visual is a matrix with many of the formatting options you’d expect in a financial report. Some of the features of this visual include:

Sub and grand total controls
Line formatting
Sticky column and row headers
Conditional formatting

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Learn more on AppSource.

Watch the following video to learn more about the financial reporting matrix by Profitbase:

[embedded content]

Distribution

The Distribution visual by Inservit allows you to see an indicator for each categories of the field you put into the visual, much like the legend of a visual. You can use these indicators as a way to filter the report. The indicators have a lot of formatting options, including:

Ability to show or hide the category and data labels
Change the indicator border and share
Swap the orientation between horizontal and vertical
Conditional formatting for the indicators, and border

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Find this visual on AppSource.

Watch the following video to learn more about the distributions visual:

[embedded content]

Tree

The Tree visual by CK Corporation allows you to visual your hierarchical data in an easy to use tree structure. All you need to do is give the visual a parent id and child id, and it will automatically figure out the tree structure. If there are multiple levels to the tree, you can expand nodes by hovering over them and clicking the plus icon. You can also use various formatting features, such as:

Switching between horizontal and vertical orientation
Set the default expansion level
Customize the labels
Change the node and line styles
Set conditional formatting for the nodes

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Download it from AppSource.

Watch the following video to learn more about the tree visual:

LinkedIn Sales Navigator connector (beta)

LinkedIn Sales Navigator lets you access the power of LinkedIn’s 630M+ member network to help sales professionals find and build relationships with prospects and customers. If you’re using this feature, you can now pull your data into Power BI using our new connector. You need to have a LinkedIn Sales Navigator Enterprise plan, and be either an Admin or Reporting User on the Sales Navigator Contract to connect to this data.

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Edit SAP variables experience now generally available

Back in August, we released a preview of our Edit SAP variables experience, to allow report consumers to edit SAP variables in the Power BI service with their DirectQuery reports. This month, we’re excited to announce that this experience is now generally available and also supported in Shared workspaces. Read our documentation to see how to set this experience up.

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Vena connector

Vena’s finance process management software accelerates and improves budgeting, forecasting, planning, financial close management and consolidations, and more, by connecting people and enterprise data, resulting in better planning, better decisions making, and an elevated role for finance. The Vena Power BI connector easily connects Vena data to Power BI. Enable faster analysis, greater insights, and better decisions by enabling access to self-service enterprise data analytics.

SiteImprove connector

SiteImprove offers a comprehensive cloud-based Digital Presence Optimization (DPO) software. Create higher quality content, drive better traffic, measure digital performance, and work towards regulatory compliance – all from one place. The connector gives access to SiteImprove’s digital insights data to monitor your websites performance for accessibility, SEO, analytics, quality assurance, and much more to help you and your team to create higher quality content, drive better traffic, measure digital performance, and work towards regulatory compliance. Find out more at https://siteimprove.com/en/core-platform/integrations/connectors/power-bi/.

Product Insights connector

Product Insights is a new Dynamics 365 product which allows you to collect signals from your products and services, and gain valuable insight into customer usage, in real-time. The connector accesses aggregated signal data (metrics) from Product Insights. Find out more at https://pi.dynamics.com/.

Web By Example connector – support for extracting links

We’re glad to announce a significant enhancement to the Web By Example connector, allowing you to extract links (src/href attributes) as part of the Web By Example experience.

In the example below, we’re leveraging this new capability in order to extract information about Power Query Books (including Author, Title and URL) from the Power Query resources page: https://powerquery.microsoft.com/en-us/resources/

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Watch the following video to learn more about the updates to the Web by Example connector:

[embedded content]

AI functions in Power Query (Preview)

After introducing AI functions in the Power BI service earlier this year, we’re now releasing these features in Desktop as well. You can extract insights from your text and image data with models for text analytics and vision, and access all your Azure Machine Learning models directly in Power BI Desktop. You’ll notice new buttons show up in the Power Query editor once you have the ‘AI functions’ option enabled in the preview settings.

Power BI Desktop November 2019 Feature Summary

Text analytics can help you detect the language of a text column or field, score its sentiment, or extract key phrases. Detect topics in images with the image tagging function, or run new data through your own Azure ML models. The results of each function are added as a new column to the query.

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For functions that return multiple values – currently this is true for Key Phrase Extraction and Image Tagging – the results are returned both as a comma separated column and as new rows for each separate key phrase or tag.

Text analytics and vision models are Premium only features. In the setup window you can choose which capacity to use while editing the report. When you publish the report to a Premium workspace, we will use the capacity related to that workspace for any data refresh. Text analytics and vision functions can’t be refreshed in non-Premium workspaces.

LinkedIn Sales Navigator for Sales Operations

The LinkedIn Sales Navigator for Sales Operations template app allows sales operations personnel to see aggregated information about how effectively a sales team uses Sales Navigator. It enables sales operations personnel to identify and analyze things like:

Who is using LinkedIn Sales Navigator
How many LinkedIn profiles match search criteria
The Social Selling Index across all users

To use this template app, you must:

Have a LinkedIn Sales Navigator Enterprise plan
Be an Admin or a Reporting User on the Sales Navigator Contract (Note: A reporting license on the Sales Navigator contract does not take up a seat on that contract)
Be a Power BI user

The LinkedIn Sales Navigator for Sales Operations template app is available for download from AppSource.

Watch the following video to learn more about the LinkedIn Sales Navigator template app:

[embedded content]

That’s all for this month! We hope that you enjoy these updates for the month. Please continue sending us your feedback and don’t forget to vote for other features that you’d like to see in the Power BI Desktop. For any preview features, you can always give us your feedback in our active community. You can also download the .pbix file I used, and if you’re looking for a similar design for your reports, I was using the Microsoft layout from PowerBI.Tips.

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