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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM portal dashbord
Microsoft Dynamics CRM (Archived)

CRM portal dashbord

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Posted on by Krati Pandey 280

hi,

I am using CRM 365 with a customer portal

If I create a power BI dashboard with an admin user in Power BI, I can embed it in CRM portal but it will require a cloud sign-in which a portal user does not have and also the data will not be filtered I think.

Is there any way to have a power BI dashboard or CRM dashboard in the portal which shows the right data for logged in user? Please help.

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  • Suggested answer
    Saddamk206 Profile Picture
    Saddamk206 777 on at
    RE: CRM portal dashbord

    Please try this:-

    http://saddamk.blogspot.com/2019/03/display-powerbi-dashboard-inside.html

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: CRM portal dashbord

    Hi Averil,

    You can build the dashboard in Portal using the CRM charts i.e. if you create charts in CRM then you can use these charts in portal using the guid value.

    {% chart id:"chart-guid-without-braces" viewid:"view-guid-without-braces" %}

    Check this link-

    colinvermander.com/.../whats-new-in-dynamics-365-portals

    Sample Web Template for Dashboard

    ==================================

    <div class="dashboard container">

     <div class="page-header">

       <h1 aria-label="{{ snippets['Partner Dashboard Title'] | default: resx['Partner_Dashboard_Title'] | h }}">{% editable snippets "Partner Dashboard Title" default: resx["Partner_Dashboard_Title"] type: 'text' tag: 'span' %}</h1>

     </div>    

     <div class="row">

      <div class="col-md-6 small">

         <!-- Application Type By Status -->

         {% chart id:"F923B53A-8E92-E711-815D-E0071B659EC1" viewid:"C51EAC22-B925-409B-AE7B-5691E922B6C5" %}

       </div>

        <div class="col-md-6 small">

         <!-- Cases by Status - Open -->

         {% chart id:"458DF52A-AC99-E511-80DA-00155DC1B253" viewid:"BFE75DA-CE0E-E511-9461-00155D038C01" %}

       </div>

        <div class="col-md-12 show-chart-legend ">

         <!-- Application Type -->

         {% chart id:"2B7933F3-8B92-E711-815D-E0071B659EC1" viewid:"C51EACsss22-B915-409B-AE7B-5691E922B6C5" %}

       </div>

       <div class="col-md-12 small" data-entitygrid-layout="compact">

         <!-- Application Pending Approval -->

         {% include "entity_list" key:"Applications - Pending - List" %}

       </div>

     </div>

    </div>

    ===================================

    I do not have much experience with Power Bi. The below link i found recently to embed the reports in Power BI.

    community.dynamics.com/.../embed-powerbi-reports-into-microsoft-portal

    Hope this helps.

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