How to use Power bi reports in MS CRM 2015/2013

[varma]

Hi,

I would like to use Power BI reports in MS CRM 2015/2013 Dashboard.

1) I have created one report and uploaded to SharePoint and i have created one dashboard in CRM and user that like in IFrma. So i am able to see the report but it is looking like a Excel sheet and not  like a report feel.

2) How can we deploy the same report from dev server to production server, How can we change the data Source to target the Production server.

[ajanson]

varma,

Power BI is cloud service and you cannot at this moment user Power BI outside it. You can view all reports directly from Power BI site.

If you use CRM online then you can try built-in CRM Content Pack, to connect with your CRM.

Here you will find all details:

https://support.powerbi.com/knowledgebase/articles/462793-microsoft-dynamics-marketing-content-pack-...

https://support.powerbi.com/knowledgebase/articles/462791-microsoft-dynamics-crm-content-pack-for-po...

[Greg_Deckler]

I'll second the recommendation on the content pack, it is great. Here's a link to an article on building the "Ultimate CRM Dashboard" that you may find useful as well:

https://www.linkedin.com/pulse/building-ultimate-microsoft-crm-dashboard-under-hour-greg-deckler?trk...

You can upload the resulting Excel file from that exercise to Power BI.