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Service | Customer Service, Contact Center, Fie...
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Power BI report for CRM Portal

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ReportReport
Posted on by 130

Hi

How can I create a PowerBI report from Dynamics 365 entity. I tried to check in the PowerBI but I am not able to get some option for custom entity and how can I display that report in CRM portal.

Thanks

  • LeoAlt Profile Picture
    16,341 Moderator on at

    Hi Partner,

    1.Do you mean you can't find the custom entity in Power BI?

    I just create a new custom entity in my D365 and got it in Power BI Desktop.

    pastedimage1598927041880v2.png

    pastedimage1598927029080v1.png

    You could refer to this link for more details about how to create Power BI reports.

    alphabold.com/.../

    2.It is possible to put Power BI report into Portal, please refer to this link.

    You should publish the Power BI report/dashboard to web first and set its link to portal.

    https://community.dynamics.com/365/b/dynamics365enterprisecloudfronts/posts/enable-power-bi-report-and-dashboard-in-d365-portal

    Best Regards,

    Leo

  • Noorahmad001 Profile Picture
    130 on at

    I recently faced this issue. You need to download the PowerBI Desktop. Connect to your CRM instance form the PowerBI Desktop and there you can select your custom entity and make your report. Once you are done you can publish the report/dashboard from PowerBI Desktop to PowerBI Online. Let me know if you need more help.

    Thanks

  • Suggested answer
    CRMJetty Profile Picture
    3,514 on at
  • LeoAlt Profile Picture
    16,341 Moderator on at

    Hi Partner,

    Thanks for your sharing.

    Power BI Desktop is necessary to create report with D365, and connect to your instance then you will be able to find the custom entity in Power BI.

    If my answer helped you, please mark my answer as verified to close this thread and help other users with similar issues.

    Regards,

    Leo

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