Dynamics Community Forum Thread Details

D365 and PowerBI Dashboards

I have a Dynamics 365 for Sales instance in which I would like to incorporate PowerBI visualizations. Since I am fairly new to PowerBI, I am trying to understand Embedding, Sharing options, etc. The issue that I am running into is that my PowerBI reports/dashboards contain sensitive data and the Publish to Web option in PowerBI is not viable.

It appears that the best scenario would be to create a personal PowerBI Dashboard in Dynamics and share that Dashboard (via PowerBI Service Sharing and Dynamics Sharing) to the users who would need visibility to it.

My questions are:

A). Would this be my best option in order to have my PowerBI visuals inside of D365 dashboards w/o Publishing to Web?

B) Do all my recipients need licenses?

Any advice or feedback would be greatly appreciated.

Thanks!

Categories:

Product Integrations (Yammer/LinkedIn/etc)

Other

Hi - I believe that you are correct - this is the best way to share Power BI components with sensitive information that cannot be published to the web. This means, however, that yes, both the creator of the Power BI dashboard AND the internal viewers you are sharing with both need Power BI Pro (unless you have Power BI Premium).

Also, you can't add Power BI dashboard components to a System dashboard but you can add them to a Personal Dashboard (and then share the dashboard with other Dynamics 365 users.) Don't forget to "enable" this feature in System Settings. (Allow Power BI ...") . There might be some convoluted ways in which you can "publish to web" and then make various attempts to lock that content down - but this is simply the easiest and seamless way, in my humble opinion.

Hope you build some great stuff! Power BI dashboard can really blow away the standard Dynamics 365 DB's ...

PS -- here's a pretty good link with some answers...

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