Embed Power BI Dashboards in CRM For Dynamics 365 With Just One Click

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.

image shows a dashboard with three charts in power bi.

 

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.

image shows System Settings window  in CRM for Dynamics 365. The image shows that clicking the "Reporting" tab and setting the option "Allow Power BI visualization embedding"  to Yes enables power bi dashboards in crm.

 

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”.

in the dashboards area, a new option "Power BI dashboard " is displayed when the chevron next to the "New" button is clicked.

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.

a new dialog shows all the dashboards in power bi in a dropdown. The user chooses which one they want embedded in this dashboard.

 

That Power BI dashboard is embedded in CRM now!

Power BI dashboard shown embedded in a CRM dashboard.

Questions? Let me know!

Hate Crime Statistics Right After US 2016 Election Results

After the huge spike in hate crime right after the 2016 election results in the US, I decided to keep track of what kind of hate crime was being committed  across the US, and where. The dashboard below, based on articles from various news sources, and stories by individuals on Facebook & Twitter, should be able to provide you with some statistics around what’s been going on around the country.

I was looking for a data source that would update periodically but I couldn’t find one, so I compiled all the data manually. I read articles and stories, and put them all in one csv. For that reason, this is not a complete list, and I am way behind. As of 11/22/2016, I only have 30 data points, although according to Southern Poverty Law Center, the count is over 700.

Disclaimer: This dashboard comes with all sorts of disclaimers. I trust the articles from various news sources but the personal accounts from Facebook have been taken at face value. If I find out that any of those personal accounts are false, I will remove it.

This dashboard, by no means, shows all reported/unreported hate crime. I have been manually compiling all this data (as and when I find them/someone shares with me) so I am super slow. I am hoping that I will be able to spend some time on it regularly and keep it updated.

This dashboard is interactive. Click on the dots on the map or charts to drill down on information. Hover over charts to see more.

Tip: Click the diagonal arrow at the bottom right corner to enlarge the dashboard.

Source csv file can be found here.