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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Custom Power BI embedd...
Customer experience | Sales, Customer Insights,...
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Custom Power BI embedded reports in Customer Insights -Journey

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Posted on by VC-02061202-0 2
Hello Community,
 
I am looking into the reporting options on analytics offered in Customer Insights - Journeys. 
I have been looking into how Microsoft Fabric Integration could be used to access and work with marketing interaction data for custom reporting 
and I am interested to know what is the recommended way to embed these custom reports published with Power BI or Fabric into the Customer Insights - Journeys application.
I am mostly concerned about the security of sensitive data. 
I would also like to know what permissions are needed to perform this operation of embedding these custom Power BI reports in Customer Insights - Journeys.
 
Thank you
Categories:
Dynamics 365 Customer Insights - Journeys
  • Suggested answer
    AB-23050830-0 Profile Picture
    AB-23050830-0 9 on at
    Custom Power BI embedded reports in Customer Insights -Journey

    1. Reporting Options in Customer Insights - Journeys

    Out-of-the-Box (OOTB) Analytics:

    • Real-time journey insights (email, forms, events)
    • Contact-level timelines of interactions
    • Dashboards embedded in CI-J for performance monitoring

    Power BI Marketing Template Reports:

    • Microsoft provides a downloadable PBIX report template
    • Prebuilt dashboards: email engagement, form submissions, journeys
    • Fully extendable by Power BI developers

    Additional Options:

    • Direct Dataverse table access using Power BI connector
    • Combine CI-J data with Sales/Customer Service data for 360° views

    Reference:

     

    2. Using Microsoft Fabric with CI-J Data

    Data Access Options:

    • Azure Blob Storage Export: CI-J interaction data can be exported to Blob for Power BI/Fabric consumption
    • Dataverse + Fabric: Use Fabric Lakehouse or Dataflows to unify and enrich CI-J data

    Power BI Marketing Template Integration:

    • Data exported to Blob connects easily into Power BI Desktop using templates

    Reference Links:

     

    3. Embedding Custom Reports into CI-J

    Recommended Methods:

    1. Model-Driven Dashboard Integration:
      • Use Power BI tiles/reports in dashboards inside CI-J app
    2. Custom Tab Embed (iFrame):
      • Add secure embedded Power BI report URLs into CI-J forms or tabs
    3. Canvas App Embed:
      • Build a Power Apps canvas app with Power BI visual and embed it into CI-J

    References:

     

    4. Data Security and Permissions

    Security Best Practices:

    • Apply Row-Level Security (RLS) in Power BI datasets
    • Use Azure AD roles and RBAC for Blob Storage or Fabric access
    • Apply Microsoft Purview for sensitive data classification

    Required Permissions:

    Operation Required Role
    Access CI-J Marketing Data Marketing Manager / Professional
    Build/Publish Power BI Power BI Pro / Contributor
    Embed into CI-J App System Customizer or App Maker
    Blob Access Azure Storage Contributor / Reader

     

    References:

     

    In Summary

     

    Topic

    Key Insights
    OOTB Reporting Journey, email, contact, and event analytics included
    Power BI Reports Template available, extensible for advanced KPIs
    Fabric Integration Via Azure Blob or Dataverse for advanced modeling
    Embedding Use Power BI tiles, iFrames, or canvas apps in CI-J
    Security RLS, Azure AD, CI-J roles ensure controlled access
  • Suggested answer
    Holly Huffman Profile Picture
    Holly Huffman 6,212 on at
    Custom Power BI embedded reports in Customer Insights -Journey
    Good morning, afternoon, or evening—depending on where you are in the world!
    Hope you're doing well.
     
    Yes, Embedding Custom Reports Is Supported
    With the integration of Microsoft Fabric and Customer Insights - Journeys, it's now possible to build and embed custom Power BI reports using real-time marketing data—without needing to export or replicate data.
     
    How It Works
    1. Fabric Integration:
      • Customer Insights - Journeys data is automatically available in Microsoft Fabric.
      • You can use Power BI (Premium) to build reports directly on top of this data—no ETL or third-party tools required.
    2. Embedding Reports:
      • Reports can be embedded into model-driven apps (like Customer Insights - Journeys) using Power BI embedded components or iframe web resources.
      • You’ll typically embed these into a custom dashboard, form, or Power Pages site linked to the app.
    3. Security Considerations:
      • Embedded reports respect Power BI workspace permissions and Dataverse security roles.
      • Use row-level security (RLS) in Power BI to restrict data visibility based on user context.
      • Ensure the embedding method uses Azure AD authentication to maintain secure access.
    Required Permissions
    To embed and view reports securely:
    • Users must have a Power BI Pro or Premium Per User (PPU) license.
    • The embedding user (or service principal) must have:
      • Access to the Power BI workspace where the report is published.
      • Appropriate Dataverse security roles to access the underlying data in Customer Insights - Journeys.
    • Admins must enable Power BI integration in the environment settings.
     
    Note: I collaborated with AI to help craft this response and ensure it’s as accurate and helpful as possible.
    Hope this helps!

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