Forum Discussion
Embed Power Bi report into Microsoft CRM
I am trying to find a way to integrate powerbi reports (non dashboard but entire report) into crm platform.
is there any way to do that ?
many thanks in advance
Hi SeymaKalay,
Thank you for reaching out to the Microsoft fabric community forum.
I understand you want to show a Power BI report inside your CRM system most likely Dynamics 365, so users can view it directly. Based on the error message, your account does not have permission to create a dashboard in CRM. To fix this, your CRM admin needs to give your user role the “Create” access for dashboards roles like System Administrator or System Customizer usually have this. If you are the admin, you can update the user roles by going to Settings > Security > Users.
Now, to embed the Power BI report first, make sure the report is published to the Power BI Service you will need a Power BI Pro or Premium license. The easy method is to go to Dashboards in Dynamics 365, click New > Power BI Embedded, and select your report from the list. Alternatively, you can also get the embed link from Power BI Service File > Embed report > Website or portal, then create a web resource in CRM with that URL in an iFrame, and add it to a dashboard or form.
Hope this helps if you have any queries we are happy to assist you further.
Regards,
Harshitha.
7 Replies
- FBergamaschi
Super User
It is a very generic question
You can embed a Power BI Report into a web site for example
Without more details on the CRM itself, cannot say more
If this helped, please consider giving kudos and mark as a solution
me in replies or I'll lose your thread
consider voting this Power BI idea
Francesco Bergamaschi
MBA, M.Eng, M.Econ, Professor of BI
I would like to add a powerBI report into the CRM report. Whoever enters the CRM should be able to see powerbi report inside of the CRM platform. is this possible ?
error message that I am getting is below.
System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: user with id f27aa4d6-52ec-ea11-a817-000d3ab5d04f does not have CreateAccess right(s) for record with id 00000000-0000-0000-0000-000000000000 of entity Dashboard utente. Consider assigning a role with the required access level to the user or team. For further troubleshooting, please work with a system administrator to use the Access Checker tool on this record: https://vicsam.crm4.dynamics.com/main.aspx?forceUCI=1&pagetype=entityrecord&etn=userform&id=00000000-0000-0000-0000-000000000000. More details: {"CallerPrincipal":{"PrincipalId":"f27aa4d6-52ec-ea11-a817-000d3ab5d04f","Type":8,"IsUserPrincipal":true},"OwnerPrincipal":{"PrincipalId":"f27aa4d6-52ec-ea11-a817-000d3ab5d04f","Type":8,"IsUserPrincipal":true},"ObjectId":"00000000-0000-0000-0000-000000000000","ObjectTypeCode":1031,"EntityName":"userform","ObjectBusinessUnitId":"c4df741d-be51-e911-a82c-000d3ab0aac7","RightsToCheck":"CreateAccess","RoleAccessRights":"None","PoaAccessRights":"None","HsmAccessRights":"None","GrantedAccessRights":"None","Messages":["BasicMinimumPrivilegeDepthRequired = None","EntityUserGroupRights = None","LocalMinimumPrivilegeDepthRequiredRights = CreateAccess","SecLib::AccessCheckEx2 failed. Owner Data: roleCount=5, privilegeCount=547, accessMode='0 Read-Write', AADObjectId='23a3c731-375c-4351-b547-8766660f9586', MetadataCachePrivilegesCount=9881, businessUnitId=c4df741d-be51-e911-a82c-000d3ab0aac7; Principal Data: roleCount=5, privilegeCount=547, accessMode='0 Read-Write', AADObjectId='23a3c731-375c-4351-b547-8766660f9586', MetadataCachePrivilegesCount=9881, businessUnitId=c4df741d-be51-e911-a82c-000d3ab0aac7"],"EntityOwnershipTypeMask":1,"CallerInfo":{"IsSystemUser":false,"IsSupportUser":false,"IsAdministrator":false,"IsCustomizer":false,"IsDisabled":false,"IsIntegrationUser":false,"Teams":null,"Roles":null},"ReadOnlyState":"UserAndOrgFullAccess","IsHsmEnabled":false,"HsmInfo":null,"AccessOrigin":null}Hi SeymaKalay,
Thank you for reaching out to the Microsoft fabric community forum.
I understand you want to show a Power BI report inside your CRM system most likely Dynamics 365, so users can view it directly. Based on the error message, your account does not have permission to create a dashboard in CRM. To fix this, your CRM admin needs to give your user role the “Create” access for dashboards roles like System Administrator or System Customizer usually have this. If you are the admin, you can update the user roles by going to Settings > Security > Users.
Now, to embed the Power BI report first, make sure the report is published to the Power BI Service you will need a Power BI Pro or Premium license. The easy method is to go to Dashboards in Dynamics 365, click New > Power BI Embedded, and select your report from the list. Alternatively, you can also get the embed link from Power BI Service File > Embed report > Website or portal, then create a web resource in CRM with that URL in an iFrame, and add it to a dashboard or form.
Hope this helps if you have any queries we are happy to assist you further.
Regards,
Harshitha.Hi SeymaKalay,
I hope the information provided above assists you in resolving the issue. If you have any additional questions or concerns, please do not hesitate to contact us. We are here to support you and will be happy to help with any further assistance you may need.
Regards,
Harshitha.
