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Customer experience | Sales, Customer Insights,...
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Power BI reports in Customer Insights

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Posted on by 35

Hello,

I'm looking for a way to design Power BI reports in the Customer Insights tool. Some time ago I saw it was possible using entities level. But this time I can't find this functionality.

Do you know how to solve it?

Thanks in advance for any tips.

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  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    RE: Power BI reports in Customer Insights

    Hello Gosia,

    Refer this article & video to design Power BI reports in the Customer Insights tool

    https://virendraagrawal.com/2020/11/09/create-reports-power-bi-embedded-using-dynamics-365-customer-insights/

    https://www.youtube.com/watch?v=aRP9hdoUkmM

  • Nimrod Magen Profile Picture
    Nimrod Magen on at
    RE: Power BI reports in Customer Insights

    Hi Maciek,

    The email address above is correct and I couldn't locate a potential issue with it.

    Can you send to this email address please?: nimrod.magen@microsoft.com

    Once you confirm here that you have sent the email, I will verify that I have received it and we will create a support ticket and start explore the potential issue. In case it's not relevant anymore will be grateful if you can also update us here. Thank you.

    Yours,

    Nimrod

  • Maciek Ch Profile Picture
    Maciek Ch 15 on at
    RE: Power BI reports in Customer Insights

    I tried send email to CIHelp@microsoft.com, but I received "Could not deliver message to ...."

    Portal also is not responding.

  • RE: Power BI reports in Customer Insights

    Can you pls send the instance id details to CIHelp@microsoft.com or create a support ticket (http://aka.ms/cisupport) we can investigate further.

  • Maciek Ch Profile Picture
    Maciek Ch 15 on at
    RE: Power BI reports in Customer Insights

    Hi.

    It is on paid instance either BYODL or Managed Storage. No difference.

    Regards,

  • RE: Power BI reports in Customer Insights

    Hi, couple of questions, is that a trial instance or a paid instance? Also what’s the storage? Is it customer insights storage or your own adls? 

  • Maciek Ch Profile Picture
    Maciek Ch 15 on at
    RE: Power BI reports in Customer Insights

    John, any chance to find out what's the issue?

  • Suggested answer
    John Wiese Profile Picture
    John Wiese on at
    RE: Power BI reports in Customer Insights

    Gosia,

    This functionality is still there, though we may have a small glitch we need to fix.  I noticed when I went to the entity page that the "Reports" tab wasn't showing up, but when I left and came back it did show up. You  may need to simply refresh the page or toggle off and back to see the tab.  I will ask the devs to look at this.

    Thanks!

  • Suggested answer
    Bill Ryan Profile Picture
    Bill Ryan 8 on at
    RE: Power BI reports in Customer Insights

    It's a preview feature so unfortunately I don't know a lot about its availability on your instance (I looked on all my prod instances and didn't' see the feature . It looks like it's enabled on yours but I don't' see the new button).  www.youtube.com/watch  However, the Connector in the Power Bi desktop will let you do what you want,  The reports won't be hosted in Ci but you can still get at all the Entities.  Aditya and John are pretty active monitoring these groups so hopefully they can chime in, it looks like the feature is enabled so I don't think a feature flag flip will help but they will know.  In the meantime, I'm guessing you already know about it but the PBI connector should do the trick.

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