Hi Jitesh,
Instead of creating and maintaining an external HTML page, you can keep users inside Dynamics 365 by using Power BI Embedded, along with Custom Pages or Web Resources where appropriate.
While user-created Power BI dashboards are personal, you can integrate Power BI reports into a model-driven app and expose them through the app navigation/sitemap.
A few ways you could structure this natively in CRM:
* Power BI Embedded: Embed the required Power BI reports directly into your Dynamics 365/model-driven app. You can then provide users with a dedicated Power BI section in the app navigation, rather than sending them to external links.
* Organize through a Power BI App/Workspace: If you have many reports — Sales, Finance, Operations, HR, etc. — you can organize them within a Power BI Workspace/App and expose the relevant reports through Dynamics 365. This gives you a central place to manage the reporting content instead of maintaining individual HTML links.
* Custom Pages / Web Resources: If you need more control over the navigation or presentation, you can use a Custom Page or Web Resource within the model-driven app and include the relevant Power BI content there.
The overall navigation could be something like:
CRM → Power BI → Sales | Finance | Operations | HR
This way, users can access the reporting content from within CRM without having to maintain a separate HTML page or manually manage individual report links.
For security, the Power BI permissions and underlying data access should also be configured appropriately. Licensing requirements will depend on how the Power BI content is shared and embedded, so that would need to be checked against your Power BI/Dynamics 365 setup.
Hope this helps!
From
Cepheus Team
https://cepheusonline.com/
