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

Add a Power Bi Web Resource to the Dynamics Sales Professional Sitemap under "My Work"

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Posted on by 265

Hello Everyone, 

I am following this guide that shows me how to make an iframe with a Power Bi report connected to my Dynamics Sales Professional. 

I went to the Power Apps Maker portal -> solutions -> unmanaged -> default -> + NEW -> other [Web Resource] -> name = PowerBIiframe -> type (HTML) -> Text editor -> Source -> copy and pasted in the HTML iframe code from my Power BI report -> Save -> Publish all Customizations

Power-bi-4.png

Then 

Opened Sales Pro -> advanced settings -> customizations -> Model Driven Apps -> Sales Professional -> edit sitemap -> Add new subgroup under "My Work" -> Type = Web Resource -> Pasted the URL from power apps under URL:URL when making the HTML web resource page. 

Power-bi-1.png

I can't get it to save without an error. I think I either made the web resource in the wrong place on the Power Apps Maker portal or maybe I'm setting up the wrong URL. 

Screen-Shot-2020_2D00_09_2D00_16-at-1.30.51-PM.png

Goal: Publish Power BI (iframe) entity under "My work" so users can see an iframe and interact with it right from dynamics 365 sales professional. 

I need help fixing the error and getting to publish though. 

Thank you for your help and all the best to you, 

Josh 

I have the same question (0)
  • Suggested answer
    Dribblej Profile Picture
    265 on at

    I was able to make this work by selecting the URL name I created in the drop-down box under the URL on the site map sub-area creation page.

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