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Dynamics 365 Community / Blogs / TheMarkChristie / Dynamics 365 Sales & Po...

Dynamics 365 Sales & Power BI Dashboard Integration

TheMarkChristie Profile Picture TheMarkChristie 10,328

So last night in the airport (With Limited Wifi) I was having a look at Power Bi within Dynamics 365 CRM and have noticed a few new features that I have not seen before

I am running Dynamics 365 Sales 8.2 in this instance. I have already enabled the Power Bi to CRM integration and brought in Some tiles from a Power Bi Dashboard.

2017_2D00_02_2D00_01-12_5F00_01_5F00_18.png

All is well and good with the world, I can have a mix of Power Bi tiles and CRM Lists or charts.

But as I was about to add a new dashboard I spotted the fact that I could add a Power Bi Dashboard

2017_2D00_02_2D00_01-11_5F00_30_5F00_45.png

CRM Then brings up a list of all Power Bi dashboards that I have on my account and allows me to import them directly into CRM

2017_2D00_02_2D00_01-12_5F00_06_5F00_53.png

Right away it imports and we have some nice clean data

MC-Edit.png

And just when I thought I was done with the new things I also clocked a ribbon button that opens up right into Power Bi (Open in Power Bi)

2017_2D00_02_2D00_01-11_5F00_30_5F00_45.png

The next step was to see how this look on the mobile device as I didn't think it would render that good...............and I was wrong for once It appears with all data (I think it would be better to build a mobile specific dash)

Mobile.jpg

I also noticed after enabling Relationship Insights there is now the option to bring that into a dashboards as well.

Have a good one :-)

Comments

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  • TheMarkChristie Profile Picture TheMarkChristie 10,328
    Posted at

    If you create them as system dashboards they will be shared, But if you create a personal one there is no option to do so at this time - would look to raise it on ideas.dynamics.com/ideas

  • Keith Mescha Profile Picture Keith Mescha
    Posted at

    Did you notice that with the Power BI dashboard option you are not able to share that dashboard like other normal personal dashboards? I'm struggling to find documentation on this and why it is different.