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Microsoft Dynamics CRM (Archived)

How to share Power BI dashboard published in CRM with others

Posted on by Microsoft Employee

I have a dashboard build up in Power BI. I have published this dashboard in CRM. I can see this dashboard under "My Dashboards". How can I share the dashboard in CRM with my team. The other member with whom I want to share dashboard also has Power BI Pro licence. I have shared the same dashboard on power BI pro and he can see the dashboard. 

The only issue is he is not able to see the dashboard in CRM. 

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  • Suggested answer
    RE: How to share Power BI dashboard published in CRM with others

    JUST CHECK THIS LINK!

    trellispoint.com/.../

  • Suggested answer
    Adude Profile Picture
    Adude 5 on at
    RE: How to share Power BI dashboard published in CRM with others

    Hi,

    You can try this.

    First thing you need to is publish the report in PowerBI Service.

    Second is to Share your Dashboard on your team members.

    Third is to Publish it as an APP and make your user get the created app.

    Make sure you have share the dashboard on CRM as well.

    Hope this help

  • Enterpreysz Profile Picture
    Enterpreysz 10 on at
    RE: How to share Power BI dashboard published in CRM with others

    Hi ppk_03, I face the same issue. Did you find a solution?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to share Power BI dashboard published in CRM with others

    Hi Rawish

    This is a good article to share dashboard in Power BI but I am looking to share Power BI dashboard from CRM.  

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: How to share Power BI dashboard published in CRM with others

    Hi , please have a look on the options given in the blog :

    docs.microsoft.com/.../service-how-to-collaborate-distribute-dashboards-reports

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