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 :
Microsoft Dynamics CRM (Archived)

How to share Power BI dashboard published in CRM with others

(0) ShareShare
ReportReport
Posted on by

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. 

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Rawish Kumar Profile Picture
    13,758 on at

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

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

  • Community Member Profile Picture
    on at

    Hi Rawish

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

  • Enterpreysz Profile Picture
    10 on at

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

  • Suggested answer
    Adude Profile Picture
    5 on at

    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

  • Suggested answer
    Muhammad Usman khan Profile Picture
    15 on at

    JUST CHECK THIS LINK!

    trellispoint.com/.../

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 > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans