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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to convert power b...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to convert power bi dashboard to system dashboard in dynamics 365 sales

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Posted on by CU05010622-0 6
How to convert power bi dashboard  which is now a personal dashboard to system dashboard in dynamics 365 sales. I tried navigating to  reports and turning on power bi embedding but when the dashboard is published it goes under personal dashboard ,but i want the Power bi dashboard to be a system dashboard.
Screenshot 2026-01-05 120829.png
Categories:
Microsoft Dynamics CRM
Dynamics 365 Sales
I have the same question (0)
  • Shivani Padalia Profile Picture
    Shivani Padalia 38 on at
    Power BI dashboards cannot be converted into System Dashboards in Dynamics 365 Sales. By design, Power BI dashboards always appear as Personal Dashboards in D365.
     
    To make Power BI content available system wide, the supported approach is to embed Power BI reports directly into the Sales Hub, where access can be controlled via security roles.
  • Suggested answer
    Jimmy Passeti Profile Picture
    Jimmy Passeti 808 Most Valuable Professional on at
    Hello,
     
    If the Dashboard is created via a solution, it becomes a system report. Use the link below:
     
     
    Regards,
    Jimmy Passeti | Microsoft MVP
    ✅ Please mark as Verified if this answered your question!

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