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dennis1994
Frequent Visitor

Dashboard in Dynamics CRM

Hello,

 

I created a Dashboard in Dynamics CRM taht shows a Power BI Dashboard. It works quite well, but when i click into the Dashboard (e.g. to set a filter) the Dashboard directly opens in a Power BI window like this:

image.png

 

Is there a way to prevent it to open like that? The Dashboard can be seen/used good enough in the CRM Dashboard and the extra window confuses the user.

 

Regards

Dennis

 

1 ACCEPTED SOLUTION
v-yuezhe-msft
Microsoft Employee
Microsoft Employee

@dennis1994,

Based on my test, only when you hover the mouse over the margin of the embedded dashboard, the extra Power BI windows appears. At other times, actually you can directly set the filters in the dashboard.

In addition, it makes sense when the extra window pops up. Assume that you have several pages in a report, and you only pin a report page to dashboard, you can navigate to other pages in the report in the extra window.



1.JPG

If you still want to prevent the window, please post the question in dynamics forum at https://community.dynamics.com/crm/f/117 to get better support.

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-yuezhe-msft
Microsoft Employee
Microsoft Employee

@dennis1994,

Based on my test, only when you hover the mouse over the margin of the embedded dashboard, the extra Power BI windows appears. At other times, actually you can directly set the filters in the dashboard.

In addition, it makes sense when the extra window pops up. Assume that you have several pages in a report, and you only pin a report page to dashboard, you can navigate to other pages in the report in the extra window.



1.JPG

If you still want to prevent the window, please post the question in dynamics forum at https://community.dynamics.com/crm/f/117 to get better support.

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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