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Anonymous's avatar
Anonymous
Not applicable
7 years ago

PowerBI/D365 Dashboards

I have a Dynamics 365 for Sales instance in which I would like to incorporate PowerBI visualizations. Since I am fairly new to PowerBI, I am trying to understand Embedding, Sharing options, etc. The issue that I am running into is that my PowerBI reports/dashboards contain sensitive data and the Publish to Web option in PowerBI is not viable. 

 

It appears that the best scenario would be to create a personal PowerBI Dashboard in Dynamics and share that Dashboard (via PowerBI Service Sharing and Dynamics Sharing) to the users who would need visibility to it.

 

My questions are:

 

A). Would this be my best option in order to have my PowerBI visuals inside of D365 dashboards w/o Publishing to Web?

B) Do all my recipients need licenses?

 

Any advice or feedback would be greatly appreciated.

Thanks!

 

Need Help

2 Replies

  • GilbertQ's avatar
    GilbertQ
    Icon for Super User rankSuper User
    7 years ago
    Hi there It appears that this could be done with the embedding within D365. As far as I understand every user who views dashboards or reports that are shared would require a Power BI Pro license.
  • v-yulgu-msft's avatar
    v-yulgu-msft
    Icon for Microsoft Employee rankMicrosoft Employee
    7 years ago

    Hi Anonymous,

     

    As GilbertQ suggested, you could embed reports into D365. If you want to directly share reports/dashboards with others in Power BI service, whether you share content inside or outside your organization, you need a Power BI Pro license. Your recipients also need Power BI Pro licenses, or the content needs to be in a Premium capacity.

     

    Best regards,

    Yuliana Gu