If you are not familiar with the power of BI (pun intended) check out this on-demand webcast on “Using Business Intelligence Tools to Extend CRM” – an encore presentation from Ledgeview’s CRM Conference.
Back to the task at hand. Here are simple instructions to expose your Power BI dashboards and tiles to your personal dashboards.
Turn on Power BI Visualization in Dynamics 365
Enable Power BI visualizations for your organization in
Settings > Administration > System Settings > Reporting tab > Allow Power BI visualization embedding.
Embed Power BI Dashboard within Dynamics 365
- Go to Dashboardsin Sales, Service, or Marketing.
- Select an existing personal dashboard or click New to create one.
- On the dashboard, click an area where you want the tile to appear, and then click Power BI Tile on the toolbar.Note: you cannot add Power BI dashboards to D365 System dashboards.
In the Add Component dialog, select the Power BI dashboard and Power BI tile that you want to display on your dashboard, and click Enable for mobile if you want to make the tile available for Microsoft Dynamics 365 for tablets and Microsoft Dynamics 365 for phones.
Embed Power BI tile within Dynamics 365 dashboard
If you prefer to only select one tile instead of an entire dashboard, you have the option within your D365 personal dashboard to select a Power BI tile.
If you are using Microsoft Dynamics 365, Power BI and/or Azure, it is recommended to use the same login for all applications. The login needs to be a work email address. The Dynamics 365 will not find the Power BI visualizations without having a common login. There is not a location in Dynamics 365 to direct or select the Power BI environment.
Note: Dynamics 365 Users must have a Power BI account and have access to at least one Power BI dashboard expose the embedded visualizations.
Attend Ledgeview’s free monthly Dynamics 365/CRM user group webinars for tips, tricks, best practices, and the answer to all your questions! Learn more!