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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?
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:
-
Through unified interface: go to -> https://admin.powerplatform.microsoft.com/ -> Open Environment-> Setting->
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/
Thanks,
Pradeep.
Please mark this as VERIFIED. if it helps
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