Hello izakc,
Please see:
docs.microsoft.com/.../service-features-license-type
To do any type of collaboration or sharing (sharing report or dashboard, or create a app work-space in Power BI) , you need to have a pro license.
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My questions: Do you need a Power BI Pro license to create custom reports and dashboards that integrate with Dynamics 365?
- You can use Power BI Free to create reports and dashboard to integrate with Dynamics 365 as long as you are the only person consuming your reports. However, if you want to share a Power BI report to a coworker, both you and your coworker need a pro license.
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Will every user within the CRM also need a Power BI Pro license to view the custom reports?
- Users will need a pro license to view reports from app work-space or other users' shared reports.
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Is there any way to customise the existing sales analytics tab to accommodate custom entities and forgo the above work?
- By existing sales analytics tab, do you mean the out-of-box Dynamics 365 dashboard? Yes, you can create/update Dynamics 365 charts&dashboards for custom entities, https://crmbook.powerobjects.com/system-administration/customization/charts-dashboards-2/
If you mean Sales Analytics for Dynamics 365 from Power BI app workspace, we can't customize or edit that as the publisher is Microsoft.
However, Microsoft does publish them as content pack, you can download them from below link, the one you want to look for is Sales Manager.pbix This would be a good starting point to customise your own version. Also, please note, pbix file only contains Power BI reports not dashboard.
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/analytics/customize-power-bi-content-packs
Regards,
Abby
