Dynamics Community Forum Thread Details

How to embed filtered Power BI Reports in CRM ?

We are using Dynamic CRM on Cloud and also have a Power BI Premium Capacity (Cloud). We want integrate our Power BI Reports (/ Tiles /Dashboards) into Dynamics CRM.

For example: Instead of transfering all data to CRM and create dashboards at CRM, we want if a user opens an account on CRM, he should additionally see visuals of a Power BI Report filtered on this opened account (e.g. Revenue by product Group as a pie Chart filtered by this account).

I saw a few articles about displaying Power BI Reports at CRM, but there was no description, how filter (based on a CRM-selection) could be applied on a PBI-report. I think, it should be possible, but I'm wondering how?

What is the best way to do this?

I know, that Power BI-reportes could be addressed like this:

app.powerbi.com/.../apps...(appid).../reports/...(id).../ReportSection?filter=accountTable/accountName eq 'myCustomerName'

or as iframe:

Is there a way to use this in CRM (e.g. could a iFrame integrated and this filter-part generated dynamically and/or are there better ways?

Thanks

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