Forum Discussion
Resolver IRecord specific visuals in Dynamics 365
Hello. Does anyone have an easy to understand tutorial for how to embed record specific visuals in Dynamics 365.
For example, on a customer record in the CRM, I would like a Power BI visual filtered exclusively with that customerID.
I have the new UI.
Thank you.
3 Replies
v-xiaotangCommunity Support
Hi Unicorn_Tech
I find links for you, please see
https://community.powerbi.com/t5/Service/Power-BI-Reports-Embedded-in-Dynamics-365/m-p/1452530
https://ledgeviewpartners.com/blog/embed-website-dynamics-crm-dashboard/
how to get a embed link with URL filter, see:
https://community.powerbi.com/t5/Service/Embed-Power-BI-report-filter-stopped-working/td-p/1925615
More references:
https://www.youtube.com/watch?v=DzN5MsnId28
Best Regards,
Community Support Team _ Tang
If this post helps, please consider Accept it as the solution to help the other members find it more quickly.
Unicorn_TechThank you, but these don't look record specific. just embedded to a dashboard. Is there a way to customize these dashboards to filter to the specific account?
- v-xiaotang
"customize these dashboards to filter to the specific account", I think you can add
&filter=your_table/your_account_column eq 'specific_account'at the end of your embed link😂
-
Have you solved your problem? If yes, kindly accept the answer helpful as the solution. so the others can find it more quickly.Or
if problem still persists, please let me know.
Best Regards,
Community Support Team _ Tang