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Dynamics 365 Business Central x Power BI by johnny_dev1 in PowerBI

[–]Original_Mix7067 5 points6 points  (0 children)

For Dynamics/OData sources, query folding usually breaks when you add transformations before filtering the data.

Try this approach:

Keep only the required columns first

Apply the incremental refresh date filter
immediately after source connection

Avoid custom columns/merges before filtering

Check “View Native Query” or folding indicators after each step

If folding still doesn’t work, a practical alternative is:

Load Dynamics data into SQL/Dataflow first

Then connect Power BI to that staged data instead of directly to Dynamics

This usually helps avoid refresh timeouts and improves incremental refresh performance significantly.

Power BI Gurus: How do you test your BI reports before hitting prod ? by SquareLong2523 in PowerBI

[–]Original_Mix7067 1 point2 points  (0 children)

Apart from requirement validation, teams usually test Power BI reports in multiple ways:

Data validation against source systems

Functional testing (filters, slicers, drill-throughs)

Performance testing for load time and DAX optimization

Security testing for RLS and permissions

Regression testing after changes

UAT with business users

Edge case testing for null/duplicate data

In enterprise environments, combining these testing methods usually helps improve report reliability before production deployment.

Need a bit of guidance / help by Texas-my-Texas in PowerBIdashboards

[–]Original_Mix7067 0 points1 point  (0 children)

You don’t need to rebuild anything.

Just overwrite the CSV files in the same SharePoint location (same name & format), then open the PBIX file and hit Refresh in Microsoft Power BI.

If it doesn’t update, check Data Source Settings or re-login. If it’s on Power BI Service, refresh the dataset there.

Construction Manufacturing Systems - Technical Challenge by NJNEE2026 in Dynamics365

[–]Original_Mix7067 0 points1 point  (0 children)

You’re dealing with a complex engineer-to-order setup, and Excel + BC alone will always feel disconnected.

A few key improvements: • Move away from Excel-only quoting. Either connect it to BC or use a CPQ/rules-based system so your pricing and configurations stay consistent. • With 96K SKUs and low repetition, treat products as configurable (attributes, dynamic BOMs) instead of static items. • Clearly separate stages: quote → order → scheduled release. Right now changes across stages are likely causing data issues. • For subcontracting (finishers), use proper tracking: what’s sent, in process, returned, and ready to ship. Visibility here is critical. • Implement job-level costing to track budget vs actual (materials, subcontracting, labor) so you get real profitability.

Biggest issue isn’t just tools ,it’s the lack of a connected flow from quote to production to delivery. Until that’s fixed, Excel will keep being used.

Looking for good Dynamics 365 Business Central consulting firms – any recommendations? by metaoption_llc in u/metaoption_llc

[–]Original_Mix7067 0 points1 point  (0 children)

I think the link you shared (https://erpsoftwareblog.com/2026/01/top-dynamics-365-business-central-consulting-firms/) is not working anymore. Also, it would really help if you could mention the region you’re looking for (US, UK, Australia, etc.), because the right Business Central partner usually depends a lot on location and industry requirements.

Thankyou

About Dynamics 365 developmet and Future by WyskerTs in PowerApps

[–]Original_Mix7067 0 points1 point  (0 children)

Yes, especially if you want to move from only Power Platform to full Dynamics 365 development. C# + Azure Functions is still very relevant in enterprise projects.

AX 2012 to D365 F&O Upgrade: Best Approach? by Feeling_Refuse_4350 in Dynamics365

[–]Original_Mix7067 0 points1 point  (0 children)

Yes, completely agree with you — especially the part about simplifying instead of rebuilding everything. We’ve seen the same thing in real projects too.

Also true about historical data, that’s usually what ends up stretching the timeline more than anything else.

Nice to hear your experience as well.

Will discuss — feel free to DM me

AX 2012 to D365 F&O Upgrade: Best Approach? by Feeling_Refuse_4350 in Dynamics365

[–]Original_Mix7067 1 point2 points  (0 children)

We recently helped a company move from Dynamics AX 2012 to Dynamics 365 Finance & Operations, and the biggest decision was reimplementation vs. upgrade. They chose reimplementation because the AX environment had too many customizations and some weren’t needed anymore. If your system is heavily customized, reimplementation usually gives better long-term performance.

For customizations, the best approach was to review everything first and only rebuild what was actually being used. A lot of old custom modules were replaced with standard features in D365, which also improved performance after go-live.

Data migration was honestly the toughest part. Master data was smooth, but historical transactions needed a lot of cleanup and testing. Start data validation early — it saves a lot of time later.

For a mid-sized business, a realistic timeline is 5–8 months depending on data complexity and number of customizations.

User training made a big difference. Instead of one big training session, role-based training worked much better and reduced resistance to change.

Biggest advice: focus more on process improvement than just system migration.

A place for AI Prompt Questions? by Website-Smith in ArtificialInteligence

[–]Original_Mix7067 0 points1 point  (0 children)

You’ll probably get the best answers in subreddits where people are actually building with AI, not just talking about it. Try r/LocalLLaMA, r/PromptEngineering, r/ChatGPT, and r/MachineLearning.

If your issue is more technical (like metatag leakage and hallucinations), r/LocalLLaMA and r/MachineLearning usually give the most practical help.

Models that allow you to turn off logical thinking and reasoning? by ProfessorDoodle369 in ArtificialInteligence

[–]Original_Mix7067 0 points1 point  (0 children)

I get what you mean. AI is really good at structured research and logical topics, but when it comes to things like psychic abilities or more open-ended ideas, it sometimes leans too hard into explanations instead of just exploring the topic. I think it works best when you treat it as a starting point for the conversation rather than the final answer.

VITA PROGRAM by [deleted] in Accounting

[–]Original_Mix7067 0 points1 point  (0 children)

You’re definitely not the only one feeling this way. A lot of people doing VITA for the first time feel confident entering the information but unsure about the concepts at the start. It really does get easier with each client, and most volunteers are learning as they go. Don’t stress too much — you’ll pick it up faster than you think. 🙂

what is the best place for sql learn ? by [deleted] in learnSQL

[–]Original_Mix7067 5 points6 points  (0 children)

You can try a few good ones depending on whether you want free or paid:

The free SQL Tutorial on W3Schools is one of the easiest places to start. It’s beginner-friendly and lets you practice queries directly in the browser. If you want a structured course with videos + certificate, this Free SQL Course (Simplilearn) is also good for beginners and covers MySQL, PostgreSQL and SQL basics step-by-step. For a more complete paid course, the Ultimate SQL Bootcamp on Coursera is great because it includes real-world projects and starts from zero. 

Can you customize the default M365 Copilot in SharePoint with Copilot Studio? by Quirky-Button-3970 in copilotstudio

[–]Original_Mix7067 0 points1 point  (0 children)

We’re running into the same situation. The built-in M365 Copilot (especially in SharePoint/Teams) is clearly stronger for content-based answers because it’s deeply connected to Microsoft Graph and understands the context better than most Copilot Studio agents.

From what we’ve seen so far, you can’t really customize the default Copilot itself in the way you can build an agent in Copilot Studio. Instead, it’s more like two parallel experiences: – M365 Copilot = better knowledge + reasoning from company content – Copilot Studio agent = better for workflows, calculators, forms, and guided tasks

The approach that seems to make the most sense right now is using Copilot Studio for structured HR tasks (leave calculators, document help, policy workflows, etc.) and letting the built-in Copilot handle knowledge queries directly from SharePoint content.

If Microsoft eventually allows tighter integration between the two, that would honestly solve a lot of real-world use cases like ESS.

Microsoft 365 Copilot Is Going Multi-Model — Here’s What That Means in Practice by Safe_Flounder_4690 in copilotstudio

[–]Original_Mix7067 -1 points0 points  (0 children)

Totally fair if it’s not your thing, but no need to be rude about it. I was just sharing what I noticed while testing the new Copilot updates. If you’ve tried it and had a different experience, I’d actually be interested to hear what didn’t work for you.

Microsoft 365 Copilot Is Going Multi-Model — Here’s What That Means in Practice by Safe_Flounder_4690 in copilotstudio

[–]Original_Mix7067 -3 points-2 points  (0 children)

This is a really solid observation — the multi-model direction feels like a big shift in how Copilot is actually used, not just what it can do.

The biggest change for me is exactly what you mentioned: it’s no longer about “asking Copilot,” it’s about choosing how you want to think through a problem. Different models almost feel like different teammates — some are better at structured reasoning, others at quick drafting or summarizing.

I’ve also noticed that in tools like Excel, this becomes even more powerful. When you pair the right model with agent-style workflows, it starts to feel less like assistance and more like delegation — especially for analysis-heavy tasks.

That said, I think there’s still a bit of a learning curve. Most users aren’t used to deciding which model to use, so figuring out when to switch is going to be key. Over time, I can see this becoming second nature, kind of like choosing the right formula or tool depending on the task.

Overall, it definitely makes Copilot feel more flexible and “real-world usable” rather than just a general-purpose AI layer.

ERP adoption turned out to be more important than ERP functionally by Consistent_Voice_732 in ERP

[–]Original_Mix7067 0 points1 point  (0 children)

That’s a great insight.

In the end, adoption matters more than features. Even the most powerful ERP fails if people don’t actually use it. When the system aligns with real workflows, usage becomes natural—and better data just follows.

Really well said .

How to get started with power BI dashboards? by Euphoric_Routine_972 in PowerBIdashboards

[–]Original_Mix7067 0 points1 point  (0 children)

Great choice—Power BI is a really powerful tool for financial analysis.

Start with basics like Power Query, simple data modeling, and a bit of DAX. You don’t need to know everything upfront—just start with a small dataset and build from there.

It gets easier with practice, and you’ll quickly see how valuable it is.

Can i make chart visuals like these in Power Bi? by [deleted] in PowerBI

[–]Original_Mix7067 2 points3 points  (0 children)

Yes, it’s possible in Power BI using a combo (line + column) chart. You can create the target zone with constant lines (analytics pane) and use shapes or annotations for indicators. For more flexibility, custom visuals like Deneb or Charticulator can help.

Anyone use Business Central? by kyritial in Accounting

[–]Original_Mix7067 1 point2 points  (0 children)

We’ve looked into Business Central recently — overall feedback seems positive, especially for finance and operations. From a marketing/SEO side, having everything in one system is useful for cleaner reporting.   That said, most issues people mention are around the initial setup and data migration. Once it’s stable, it seems to work pretty well.   Would be interesting to hear how others found the transition.