Forum Discussion
Embed PowerBI report in Dynamics 365 CRM
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
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
- Anonymous6 years agoNot applicable
Now, Is it possible to embed a whole report in Dynamics CRM?