Forum Discussion
Embed PowerBI report in Dynamics 365 CRM
Microsoft EmployeeHi Robert,
Embedding in Dynamics and Sharepoint are similar but they are different. Please refer to Dynamics 365 and service-embed-report-spo.
The query filter can't work with embedding. please refer to power-bi/service-url-filters#considerations-and-troubleshooting.
The solution could be power-bi/service-admin-rls.
Best Regards,
Dale
Hi Dale,
Thank you for your message and your suggestions! Too bad the embedding and filtering do not work together.
I have looked at your proposed solution (the RLS), but I am not sure if this would work in my case. The consumers of the reports are my colleagues, who are not restricted to any of the data. However, the reports should be included on each of the client pages in CRM, and should there only display the data of that specific client.
Please tell me if I am looking at it the wrong way!
Best,
Robert
- v-jiascu-msft
Hi Robert,
After a deep search, I found we only can embed Dashboards and Tiles in Dynamics. Please refer to customer-engagement/basics/add-edit-power-bi-visualizations-dashboard. Sorry for the inconvenience.
BTW, RLS won't work on those who have Edit permission.
Best Regards,
Dale
Now, Is it possible to embed a whole report in Dynamics CRM?