Skip to main content

Notifications

Dynamics 365 general forum
Answered

Dash Board creation - Power BI tiles

Posted on by 213

Hi,

I'm new to creating Dash Boards in Dynamics CRM.  

Would I need Power BI Pro to enable me to add Power BI Tiles in to a Dashboard? Either when creating Power BI Dashboard or D365 Dashboard

I have Power BI desktop but when I try to add a tile and sign in with my Power BI Desktop credentials this screen appears

pastedimage1627463421306v1.png

pastedimage1627463421306v2.png

  • Verified answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,319 on at
    RE: Dash Board creation - Power BI tiles

    Hi,

    I am not an expert in the Centre of Excellence, however, any integration with Power BI requires that the Dashboard/Report is published on PowerBI.com.

    And to publish and share a report/dashboard on PowerBI requires at least a Power BI Pro license.

    To know more about Centre of Excellence and Power BI:

    Set up the Power BI dashboard - Power Platform | Microsoft Docs

    To make it easier for the other users, please mark the appropriate answers as verified (Click 'Yes' under 'Did this answer your question?').

  • Chris1968 Profile Picture
    Chris1968 213 on at
    RE: Dash Board creation - Power BI tiles

    Hi,

    Thanks for confirming.  I know this is a bit of subject but would you know if Power BI Pro is also required for the Centre of Excellence?

    Regards

    Chris

  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,319 on at
    RE: Dash Board creation - Power BI tiles

    Hi,

    Yes, you at least need a Power BI Pro license.

    For your second question, I assume you are trying to customize a Power BI Dashboard in legacy customization interface (access through Advanced Settings).

    Please note, some of the customization features are not available in the legacy interface, this has nothing to do with Power BI License.

  • Chris1968 Profile Picture
    Chris1968 213 on at
    RE: Dash Board creation - Power BI tiles

    Hi,

    Thank you for your prompt and insightful reply.

    So going forward after publishing report / Dashboards on PowerBI.com these can then be embedded into the tile on the D365 CRM dashboard, with out the need for a Power BI Pro license?

    Just one other question. When I'm customising a dashboard through advanced setting the Power BI tile does not display.  Is this not available or again is a Power BI pro license or Power BI user required??

    Regards

    Chris

  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,319 on at
    RE: Dash Board creation - Power BI tiles

    Hi,

    Thank you for your query.

    To embed Power BI in Dynamics 365, you must have a powerbi.com user.

    Power BI Desktop is a tool to design PBI Report and Dashboards, these reports/dashboards must be published on PowerBI.com.

    Only the published PowerBI content is shown in the Dynamics 365 Dashboard tile.

    If current user do not have a PowerBI user, this login screen is presented.

    For your testing, you can create a Trial Power BI account.

    For more info, refer to following docs:

    https://docs.microsoft.com/en-us/power-platform/admin/use-power-bi

    https://docs.microsoft.com/en-us/power-platform/admin/use-power-bi#embed--visualizations-on-personal-dashboards

    https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/embed-powerbi-report-in-system-form

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,524 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,469 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans