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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Embed Power BI Dashboard OR Report Into Account Entity

(0) ShareShare
ReportReport
Posted on by 32

Hi!

We have been using Dynamics 365 for about 6 months now, the only issue is we do not hold any order or product information in Dynamics. To get around this i have built a few Power BI reports & Dashboards to show all product and sales information. We have all Dynamics Clients linked up to a data warehouse where they are linked to our sales tables using a customer ID.

I was hopping to embed the BI reports or dahsboards into the accounts entity using the customer ID. Is this possible and does anyone know where any guides or anything of use would be? I have been able to create new dahsboard with the power bi reports, but was hoping to get them directly into the account entities.

Thanks

I have the same question (0)
  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    Check this post - crmchartguy.com/.../

    Following plugin for XrmToolbox removes the need in form xml manipulations - dynamicsninja.blog/.../

  • lachie1992 Profile Picture
    32 on at

    Thankyou so much!! This is perfect and works great!

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 170 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 70

#3
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans