Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

Power BI Dashboard option on-premises Dynamics 365 V9 environment

Posted on by 30

Hi guys,

Anyone have experience on how to integrate Power BI with Dynamics 365 on-premises environment. I have installed the Power BI report server and have enabled Power BI option on Dynamics settings. However, the option to create dashboard with Power BI doesn't show up. It works on online version, but doesn't work on on-premise environment. 

I want to be able to have that Power BI dashboard option on on-premise environment. Is this possible/option available? Thank you 

PowerBIDyn.PNG

  • Suggested answer
    Prashnat Verma Profile Picture
    Prashnat Verma 287 on at
    RE: Power BI Dashboard option on-premises Dynamics 365 V9 environment

    Hi ,

    I would recommend to build your power bi on the desktop app using OData query as Data source, publish it to Power BI account and then use the HTML of the report and create a webresource in CRM, then add the webresource to the dashboard. That's how I accomplish my requirement.

    Also to inform there is no synchronous auto refresh for this webresource in on-premise org. So you have to re-publish your report time & again.

    Thanks

    Prashant Verma

  • Suggested answer
    Vijay Tailor Profile Picture
    Vijay Tailor 431 on at
    RE: Power BI Dashboard option on-premises Dynamics 365 V9 environment

    Hi Dipak,

    Hope you Safe and well,

    For embedding the Power Bi Dashboard you can follow the below-mentioned URL.

    that will help you to configure with On-Prem.

    docs.microsoft.com/.../dn708055(v=crm.8)

    community.dynamics.com/.../integrate-dynamics-365-on-premises-with-power-bi-dashboard

    Thanks,

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans