6. Building a Dynamics 365 Self Service Report in Fabric - Dating and Relationships

Published: 06 March 2024
on channel: Scott Sewell
270
3

The topic of "Dates and Relationships is complicated - both in life and in Dynamics 365 Fabric Semantic layer modeling - but if done right, the outcome can be magical.

Dynamics 365 entities often have multiple dates of importance associated with them - in this example an opportunity record has at least three key dates, Created On, Estimated Close Date, and Actual Close Date. - They are all useful, but at different times and in different calculations. All three can be related to our date dimension "Calendar" - but only one relationship can be 'active' at a time.

In this video we'll explore how USERELATIONSHIP helps ensure the self-service users get data returned and rolled up for them in logical association based on the relevant date.

This is a multi-part series where I show you how to create a Self-Service Semantic Model in Fabric, following the best practices to maximize the benefits for your users. I'm breaking it down into easy-to-follow steps allowing you to either follow with my example model or build your own.

#dataverse #dynamics365 #dynamics365crm #fabricators #microsoftfabric #powerbi #fabric


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