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We are a small company, with a simple IT department. We use PowerBI pro, O365 Business Standard and Salesforce. We don't have a separate Active Directory subscription.
Is it still possible to embed PBI reports into SF? Or do we need to purchase a separate subscription to AD?
I am trying to figure out how to make PBI reports more easily consumable by the sales team (they live in Salesforce), and at the same time reduce the cost of developing dashboards in SF. Unlike for Salesforce, we are very self-suficient building PBI reports without external developers.
Thanks for any advice.
Do you want to embed as in "use an iframe to show a Power BI report inside a SFDC page" or embed as in "use SFDC data to influence the embedded Power BI report and for integrated authentication"?
I use PBI regularly to produce Dashboards based on Salesforce Data, and I am open to any method that allows me to share those dashboards on Salesforce, provided that the information is secure (either via integrated authentication or via RLS in PBI service).
March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount!
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