Power BI Sales App v28: Customer Retention Report Pages

src/Apps/W1/PowerBIReports/App/Core/PermissionSets/PowerBIEmbeddedObjects.PermissionSet.al

@@ -38,6 +38,8 @@ permissionset 36955 "Power BI Embedded - Objects"
         page "Sales Actual vs. Budget Amt." = X,
 #pragma warning restore AL0432
 #endif
+        page "Customer Retention Overview" = X,
+        page "Customer Retention History" = X,
         page "Purchases Overview" = X,
         page "Purchases Decomposition" = X,
         page "Daily Purchases" = X,

src/Apps/W1/PowerBIReports/App/Core/RoleCenterExtensions/OrderProcessorRoleCenter.PageExt.al

@@ -143,6 +143,22 @@ pageextension 36954 "Order Processor Role Center" extends "Order Processor Role
                     RunObject = page "Sales by Projects";
                     Tooltip = 'Open the Power BI Report that breaks down sales performance by project, including sales metrics across customer, item, resources and general ledger accounts.';
                 }
+                action("Customer Retention Overview (Power BI)")
+                {
+                    ApplicationArea = Basic, Suite;
+                    Caption = 'Customer Retention Overview (Power BI)';
+                    Image = "PowerBI";
+                    RunObject = page "Customer Retention Overview";
+                    Tooltip = 'Open the Power BI Report that analyzes customer retention, providing insights into repeat purchase behavior, customer loyalty, and trends in customer churn over time.';
+                }
+                action("Customer Retention History (Power BI)")
+                {
+                    ApplicationArea = Basic, Suite;
+                    Caption = 'Customer Retention History (Power BI)';
+                    Image = "PowerBI";
+                    RunObject = page "Customer Retention History";
+                    Tooltip = 'Open the Power BI Report that provides historical insights into customer retention metrics, allowing analysis of retention trends over time.';
+                }
             }
         }
     }

src/Apps/W1/PowerBIReports/App/Core/RoleCenterExtensions/SalesMarketingManagerRC.PageExt.al

@@ -183,6 +183,22 @@ pageextension 36960 "Sales & Marketing Manager RC" extends "Sales & Marketing Ma
                     RunObject = page "Sales by Projects";
                     Tooltip = 'Open the Power BI Report that breaks down sales performance by project, including sales metrics across customer, item, resources and general ledger accounts.';
                 }
+                action("Customer Retention Overview (Power BI)")
+                {
+                    ApplicationArea = Basic, Suite;
+                    Caption = 'Customer Retention Overview (Power BI)';
+                    Image = "PowerBI";
+                    RunObject = page "Customer Retention Overview";
+                    Tooltip = 'Open the Power BI Report that analyzes customer retention, providing insights into repeat purchase behavior, customer loyalty, and trends in customer churn over time.';
+                }
+                action("Customer Retention History (Power BI)")
+                {
+                    ApplicationArea = Basic, Suite;
+                    Caption = 'Customer Retention History (Power BI)';
+                    Image = "PowerBI";
+                    RunObject = page "Customer Retention History";
+                    Tooltip = 'Open the Power BI Report that provides historical insights into customer retention metrics, allowing analysis of retention trends over time.';
+                }
             }
         }
     }

src/Apps/W1/PowerBIReports/App/Sales/Embedded/CustomerRetentionHistory.Page.al

@@ -0,0 +1,58 @@
+// ------------------------------------------------------------------------------------------------
+// Copyright (c) Microsoft Corporation. All rights reserved.
+// Licensed under the MIT License. See License.txt in the project root for license information.
+// ------------------------------------------------------------------------------------------------
+namespace Microsoft.PowerBIReports;
+
+using System.Integration.PowerBI;
+
+page 37114 "Customer Retention History"
+{
+    UsageCategory = ReportsAndAnalysis;
+    ApplicationArea = All;
+    PageType = UserControlHost;
+    Caption = 'Customer Retention History';
+    AboutTitle = 'About Customer Retention History';
+    AboutText = 'The Customer Retention History page provides historical insights into customer retention metrics, allowing analysis of trends over time.';
+
+    layout
+    {
+        area(Content)
+        {
+            usercontrol(PowerBIAddin; PowerBIManagement)
+            {
+                ApplicationArea = All;
+
+                trigger ControlAddInReady()
+                begin
+                    SetupHelper.InitializeEmbeddedAddin(CurrPage.PowerBIAddin, ReportId, ReportPageLbl);
+                end;
+
+                trigger ReportLoaded(ReportFilters: Text; ActivePageName: Text; ActivePageFilters: Text; CorrelationId: Text)
+                begin
+                    SetupHelper.LogReportLoaded(CorrelationId);
+                end;
+
+                trigger ErrorOccurred(Operation: Text; ErrorText: Text)
+                begin
+                    SetupHelper.LogError(Operation, ErrorText);
+                    SetupHelper.ShowPowerBIErrorNotification(Operation, ErrorText);
+                end;
+            }
+        }
+    }
+
+    var
+        SetupHelper: Codeunit "Power BI Report Setup";
+        ReportId: Guid;
+        ReportPageLbl: Label '06ff9ed41058740a1b15', Locked = true;
+
+    trigger OnOpenPage()
+    var
+        PowerBIReportsSetup: Record "PowerBI Reports Setup";
+    begin
+        SetupHelper.EnsureUserAcceptedPowerBITerms();
+        ReportId := SetupHelper.GetReportIdAndEnsureSetup(CurrPage.Caption(), PowerBIReportsSetup.FieldNo("Sales Report Id"));
+    end;
+}
+

src/Apps/W1/PowerBIReports/App/Sales/Embedded/CustomerRetentionOverview.Page.al

@@ -0,0 +1,58 @@
+// ------------------------------------------------------------------------------------------------
+// Copyright (c) Microsoft Corporation. All rights reserved.
+// Licensed under the MIT License. See License.txt in the project root for license information.
+// ------------------------------------------------------------------------------------------------
+namespace Microsoft.PowerBIReports;
+
+using System.Integration.PowerBI;
+
+page 36983 "Customer Retention Overview"
+{
+    UsageCategory = ReportsAndAnalysis;
+    ApplicationArea = All;
+    PageType = UserControlHost;
+    Caption = 'Customer Retention Overview';
+    AboutTitle = 'About Customer Retention Overview';
+    AboutText = 'The Customer Retention Overview page provides insights into customer retention metrics, helping to analyze customer loyalty and retention trends.';
+
+    layout
+    {
+        area(Content)
+        {
+            usercontrol(PowerBIAddin; PowerBIManagement)
+            {
+                ApplicationArea = All;
+
+                trigger ControlAddInReady()
+                begin
+                    SetupHelper.InitializeEmbeddedAddin(CurrPage.PowerBIAddin, ReportId, ReportPageLbl);
+                end;
+
+                trigger ReportLoaded(ReportFilters: Text; ActivePageName: Text; ActivePageFilters: Text; CorrelationId: Text)
+                begin
+                    SetupHelper.LogReportLoaded(CorrelationId);
+                end;
+
+                trigger ErrorOccurred(Operation: Text; ErrorText: Text)
+                begin
+                    SetupHelper.LogError(Operation, ErrorText);
+                    SetupHelper.ShowPowerBIErrorNotification(Operation, ErrorText);
+                end;
+            }
+        }
+    }
+
+    var
+        SetupHelper: Codeunit "Power BI Report Setup";
+        ReportId: Guid;
+        ReportPageLbl: Label '1e1bf600740818044875', Locked = true;
+
+    trigger OnOpenPage()
+    var
+        PowerBIReportsSetup: Record "PowerBI Reports Setup";
+    begin
+        SetupHelper.EnsureUserAcceptedPowerBITerms();
+        ReportId := SetupHelper.GetReportIdAndEnsureSetup(CurrPage.Caption(), PowerBIReportsSetup.FieldNo("Sales Report Id"));
+    end;
+}
+