Forum Discussion

SeymaKalay's avatar
SeymaKalay
Frequent Visitor
1 year ago
Solved

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
  • Anonymous's avatar
    Anonymous
    1 year ago

    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.