Forum Discussion

snorreg's avatar
snorreg
New Member
11 years ago

Power BI dashboards in CRM

We are working on a project where we would want to include dashboards from Power BI in Dynamics CRM. We have tried to add an iFrame to a Dynamics CRM page with link to powerbi, but we are only able to show login-page.

 

Can we reference a specific dashboard and get the user logged in with the username from the login in Dynmics CRM?

8 Replies

    • boyand1's avatar
      boyand1
      New Member
      11 years ago

      We would love to see this work as well.  Would make the self service BI and CRM work as one and sell more licenses for Microsoft if that is anything they are interested in. 

       

      Thanks.

    • dglsmason's avatar
      dglsmason
      Icon for Advocate I rankAdvocate I
      11 years ago

      Any guess as to when this capability will be available? Definitely a critical capability for us. Thanks!

      • glaymon's avatar
        glaymon
        New Member
        11 years ago

        Is there an update on the status of when this can be expected?

  • foomanschu13's avatar
    foomanschu13
    Icon for Advocate I rankAdvocate I
    10 years ago

    CRM 2016 Update 1 allows for embedding PowerBI tiles.

     

    A couple notes though:

     

    Currently only works in personal dashboards, not system dashboards.  You'll have to share with your company to make it system wide.  I made them aware of this bug so it might be fixed in future releases.

     

    Only works for tiles, not pinned reports.  If your dashboard is only pinned reports, you won't get an option to pick the tile.  

     

    Overall, the functionality is pretty cool. You click on the tile and it brings up the embedded report (including all the tabs).  If that's not what you want, then you'll have to create a separate report for your CRM tiles only.