So, you have some really amazing and insightful dashboards in Power BI (like the one below) based on your data you have in CRM for Dynamics 365, and you use them regularly to see what’s going on with your business, institution, facility or wherever that you work.
Ideally, you would want to have these dashboards in CRM so that you have access to all these valuable insights in just one place. But how would you go about doing it?
Enabling and embedding Power BI dashboards in CRM is literally just a click away.
Go to System Settings (under Settings->Administration) and open the Reporting tab. Under that tab, set “Allow Power BI visualization embedding” to Yes.
Uhhhh that’s pretty much it.
Now, if you go to your Dashboards and click the chevron next to “New” , you will see a new option for “Power BI Dashboard”.
Note: Make sure to click the chevron to get this option. Clicking the New button defaults to creating the traditional CRM dashboard.
When you select that option, you will see a dropdown that will show you all of your dashboards in Power BI. Choose the one you want displayed in CRM. Click Save.
Note: Make sure to check the “Enable for Mobile” checkbox if you want to access this dashboard in your Dynamics 365 mobile app.
That Power BI dashboard is embedded in CRM now!
Questions? Let me know!