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RobertV Frequent Visitor
Frequent Visitor

Embed PowerBI report in Dynamics 365 CRM

Hi,

 

I am looking into the possibility of integrating existing Power BI reports in Dynamics 365 CRM and apply filtering to it. While I haven't found any case where this is demonstrated, I am interested whether this is possible.

 

So the idea is the following.

- I have several reports about clients, which I can filter by applying a querystring to the URL. (like e.g. "?filter=Client/Id eq 100").

- I want to embed this report on the client page in the CRM, dynamically applying the querystring to the report.

 

What I have tried:

The CRM is not available to me yet, but I have tried applying the integration using SharePoint as test case.

- Including the report as a Power BI report does not work with the querystring. The querystring is ignored and all data is shown.

- Including the report as an iframe also does not work. I get the message "This content can't be shown in a frame."

 

So, my question is whether the above could be realized in Power BI?

 

Thank you in advance.

 

Best,

Robert

3 REPLIES 3
Community Support Team
Community Support Team

Re: Embed PowerBI report in Dynamics 365 CRM

Hi Robert,

 

Embedding in Dynamics and Sharepoint are similar but they are different. Please refer to Dynamics 365 and service-embed-report-spo

 

The query filter can't work with embedding. please refer to power-bi/service-url-filters#considerations-and-troubleshooting.

 

The solution could be power-bi/service-admin-rls.

 

Best Regards,

Dale

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

Re: Embed PowerBI report in Dynamics 365 CRM

Hi Dale,

 

Thank you for your message and your suggestions! Too bad the embedding and filtering do not work together.

 

I have looked at your proposed solution (the RLS), but I am not sure if this would work in my case. The consumers of the reports are my colleagues, who are not restricted to any of the data. However, the reports should be included on each of the client pages in CRM, and should there only display the data of that specific client.

 

Please tell me if I am looking at it the wrong way!

 

Best,

Robert

 

Community Support Team
Community Support Team

Re: Embed PowerBI report in Dynamics 365 CRM

Hi Robert,

 

After a deep search, I found we only can embed Dashboards and Tiles in Dynamics. Please refer to customer-engagement/basics/add-edit-power-bi-visualizations-dashboard. Sorry for the inconvenience. 

BTW, RLS won't work on those who have Edit permission. 

 

Best Regards,

Dale

 

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