Skip to main content

Notifications

Announcements

No record found.

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

Power BI integration with CRM

(0) ShareShare
ReportReport
Posted on by 2,397

Hi, I have existing SSRS reports in CRM, and I am trying to go with Power BI, then,

1.  what shall I do with the SSRS report, need convert?

2. To integrate with Power BI reports, there in only one option to be with dashboard only? Is it possible to have the power bi reports in the reports section in CRM?

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: Power BI integration with CRM

    Hi,

    Please check below suggestion

    #1. Yes, you need to create power bi report from starts to display date.

    #2. To integrate power bi report we need to follow below steps:

    1. Enable power in CRM and for this we need to enable below option present in System Setting:

    -pastedimage1633191382269v1.png

    Through unified interface: go to -> https://admin.powerplatform.microsoft.com/ -> Open Environment-> Setting->

    pastedimage1633191418779v2.png

    Once we enable above option then we can add power bi report with two ways:
    1. In dahsboard(Personal/system): To in dashabord please below blog
    https://trellispoint.com/add-power-bi-dashboards-microsoft-dynamics-365-step-step-guide/

    2. Using Embedded URL: For embedded URL please check below blog
    https://stoneridgesoftware.com/how-to-embed-a-power-bi-report-on-dynamics-365-ce-forms/

    Just for suggestion Please check power bi license details. because there are condition on daily refresh and data storage.

    https://powerbi.microsoft.com/en-us/pricing/

    pastedimage1633191586493v4.png

    Thanks,
    Pradeep.

    Please mark this as VERIFIED. if it helps

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 Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,419 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,492 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans