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Microsoft Dynamics CRM (Archived)

Power BI in CRM

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Posted on by Microsoft Employee

Can you add a Power BI dashboard into CRM?

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  • Suggested answer
    hajs Profile Picture
    hajs 2,601 on at
    RE: Power BI in CRM

    Hi, I wrote a blog post which has detailed step by step instructions to add a Power BI dashboard to CRM:

    harjitsamra.com/.../using-power-bi-with-crm-online

  • Verified answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,076 on at
    RE: Power BI in CRM

    Hi Jonathan,

    We could add PowerBI dashboard to Dynamics CRM.

    For this, go to Settings --> Administration --> System Settings.

    The following window appears. Navigate to tab Reporting.

    2620.5.png

    Mark Allow Power BI visualisation embedding to Yes and click OK.

    If the power BI contains dashboards, it can be added to CRM as shown below.

    (Or else you could create a Power BI dashboard. See https://technet.microsoft.com/library/dn708055.aspx)

    After creating the dashboard, navigate to dashboards. Click on New in the command bar and in the dropdown select Power BI Dashboard as shown below.

    2620.5.png

    A window Add Power BI dashboard appears as follows.

    5444.6.PNG

    Select the dashboard you need to add and click Save.

    This will add the Power BI dashboard to CRM.

    For more details, refer http://xrmcubed.com/display-power-bi-visualizations-in-dynamics-365-dashboards/

    Hope this helps.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Power BI in CRM

    Hello,

    I'm not sure that you can embed exactly dashboards but you can embed PowerBi visualizations inside dashboards - technet.microsoft.com/.../dn708055.aspx

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