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Paginated Report Power BI (Easy Instructions)
The paginated report Power BI generates for printing or sharing is built to impress, and easy to turn out. It does require the proper Power BI license and the Power BI Report Builder, however. Don’t worry, if you are using Power BI Free or Power BI Pro, you still have plenty of powerful report sharing…
How to Embed Power BI in Microsoft Teams
In our fast-paced, data-driven world, non-staff resources are increasingly needing access to an association’s data for a variety of reasons. In this post, we will demonstrate how to embed Power BI in Microsoft Teams. A common complaint we hear from our customers is staff spends way too much time pulling data from their association management…
How to use Power Automate to Create an Approval Flow
This guide will show you how to streamline your approval process in Dynamics 365 by utilizing Power Automate to create an approval flow. In our recent webinar, Improving Efficiency by Bringing the Association Management Software (AMS) to Your Staff, we had the chance to show off a variety of tools that help your staff leverage…
PowerApps Business Process Flows for Membership Lifecycles
Managing your member lifecycles is incredibly useful and easy with Microsoft PowerApps Business Process Flows. In our recent webinar, Staying Relevant During Difficult Times: Engaging At-Risk Members, we had the chance to show associations how to combine certain data points in your AMS to identify at-risk members. One of the data points we used was…