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Microsoft Dynamics CRM (Archived)

Power BI x MSCRM filter dynamically

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Posted on by Ricardo Rodrigues d...

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Good morning everyone,

I have the following scenario in my organization,

I an integration that brings from another system all the accounts that my client does.
I will create in Power BI the charts for this information and I will publish this report as a Power BI dashboard in CRM.

I can filter in some way so that in the graph comes only those of that account that the user is opening, that is that it is displayed in the Client, it filters and displays in the report only the customer's service? Can it filter through the GUID?

Thank you

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Jarrod Williams 1,747 on at

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RE: Power BI x MSCRM filter dynamically

Honestly, that's more of a PowerBI question than it is a CRM one. The CRM side of this would be to have a web resource that calls out to PowerBI to load the dashboard with some sort of filter GUID or account number in the URI.

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