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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to add Power BI da...
Customer experience | Sales, Customer Insights,...
Answered

How to add Power BI dashboard as system dashboard in Dynamics 365 Sales?

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Posted on by Yosuke Y 21
How to add Power BI dashboard as system dashboard in Dynamics 365 Sales?
I can add my Power BI dashboard as My Dashboards but I'm not sure how to add as System Dashboards.
if you know please give me instruction.
 
 
Any idea and opinion would be grateful.
Thanks.
I have the same question (1)
  • Verified answer
    Muhammad.Affan Profile Picture
    Muhammad.Affan Moderator on at
    Hi There,
     
    Refer these link they provide solution to your requirement.
     
     
     
    Thanks
    Affan
    If my suggested answer has helped, please mark it as verified.
  • Verified answer
    Daivat Vartak (v-9davar) Profile Picture
    Daivat Vartak (v-9d... 7,841 Moderator on at
    Hello Yosuke Y,
     
    Here's a step-by-step guide on how to add a Power BI dashboard as a system dashboard in Dynamics 365 Sales:
     
    Prerequisites:
    Power BI Integration Enabled: Ensure that Power BI integration is enabled in your Dynamics 365 environment. You can check this under Settings > Administration > System Settings > Reporting tab.  
    Power BI Dashboard Ready: Have your desired Power BI dashboard ready and published to a workspace accessible to Dynamics 365 users.
     
    Steps:
     
    1. Navigate to Customization from the Power Apps Maker Portal:
    Open a solution and navigate to add new dashabord
     
    1. Create a New Power BI Dashboard:
    Click the New button and select Power BI Dashboard.
     
    1. Select Power BI Workspace and Dashboard:
    In the Power BI Dashboard dialog box, select the following:
    Workspace: Choose the workspace where your Power BI dashboard is located.
    Dashboard: Select the specific Power BI dashboard you want to embed.
     
    1. Save and Publish:
    Click Save to save the dashboard.
    To make the dashboard available to all users, publish the dashboard.


    Additional Considerations:
    User Permissions: Ensure that users have the necessary permissions to access the Power BI workspace and view the embedded dashboard.
    Power BI License: Users may need appropriate Power BI licenses to access and interact with the embedded dashboard.
    Performance Optimization: For optimal performance, consider optimizing your Power BI dashboard and the underlying data model.
    Security Considerations: If you have sensitive data, ensure that appropriate security measures are in place to protect it.
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me.
     
    Best Regards,
    Daivat Vartak

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