Power BI Dashboard in Dynamics CRM with filtering

[kwaleed]

Hi I am trying to embed a Power BI Report in the Dashboard area of my dynamics CRM. I want to know how can I apply context filter to the report. I understand that fitering is possible when embedding the report to a Form, but is it possible to have context based filtering for the main dashboard?

[v-jianpeng-msft · Accepted solution]

Thanks @AnalyticPulse 

Hi, @kwaleed 

You can learn how to set up Dynamics CRM Power BI Dashboard with filtering capabilities in the following articles:

Edit report default filter in Dynamics 365 Customer Engagement (on-premises) | Microsoft Learn

Record Specific Power BI Reports in Dynamics 365 (only one click away) | crm chart guy (wordpress.co...

Tip #861: Dynamically Filtering CRM data into PowerBI - Power Platform & Dynamics CRM Tip Of The Day

How to Get Your Question Answered Quickly

If it does not help, please provide more details with your desired output and pbix file without privacy information (or some sample data) .

Best Regards

Jianpeng Li

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[AnalyticPulse]

hi @kwaleed  

have you considered using the powerbi javascript api for the context based filtering?

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