Forum Discussion
Pass Record URL from Dynamics 365 as Filtering Parameter in Embedded Power BI Report
Contextualized filtering using XML and Dataverse soultions documentation here
Community SupportHi dkgibbs ,
Creating a custom parameter is a good choice. You can use any attribute of the form to build a filter expression. The official document has related detailed introduction.
But you can also try other alternatives, such as below:
How to Embed a Power BI Report on Dynamics 365 CE Forms | Stoneridge Software
If the problem is still not resolved, please provide detailed error information and let me know immediately. Looking forward to your reply.
Best Regards,
Henry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi v-henryk-mstf,
Thank you, but I do know how to embed the report into the form already. The problem that I am tryingt to solve is to have that report display only information that is relevant to the record that is currently up. In other words, I am trying to replace the user needing to select the account from a list of filters in the report and have the report filter the data for the user automatically. In my example pasted below, when the user opens the account, Fabrikam, Inc. in Dynamics, I want the embedded report to filter the data to only show data that is for Fabrikam, Inc. instead of showing data for all accounts or having the user select the account from a slicer.
Hi,
I have a similar requirement. Please share if you built a solution for this requirement.
Thank you
