web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Show Power BI report on entity main form

(0) ShareShare
ReportReport
Posted on by 115

Is it possible to see power BI dashboard/report from the entity main form ? I have a requirement where users need to connect to Power BI/view reports from account,opportunity or lead form . I know we can create/view power BI from dashboards and go to reports from there directly but not sure if we can have that on the form . 

TIA

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Arun Vinoth Profile Picture
    11,615 Moderator on at

    It’s possible to embed PowerBI reports in CRM form (not natively though) by using publish to web option to get url & inserting IFRAME to show the report in form.

    This is simple but comes with disadvantage of unsecured open url report.

    www.toplinestrategies.com/.../embedding-powerbi-report-crm-form

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
ScottDurow Profile Picture

ScottDurow 2

#2
GJones Profile Picture

GJones 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans