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ShWoloshin Frequent Visitor
Frequent Visitor

Embedding Reports on Dynamics 365 Dashboards

We have been embedding Power BI Reports as i-frames on Dynamics 365 CRM dashboards successfully for a few years. We do this so that Dynamics 365 users who need to use these reports can remain in a single application. 

Recently, two clients have had problems with this.  When users open the D365 dashboard where the Power BI report is embedded, they are prompted to log into Power BI, even though they are already logged into D365 with their Office 365 credentials.  The button to take them to the Power BI login does nothing in Firefox and in IE a credential screen opens.  When credentials are entered, the Power BI spinning logo opens, but it never opens to the report.  Here are a few more details:

1.  All users, including the author of the report, who receive the error are assigned both D365 licenses and Power BI licenses.

2. The reports are published into an App on the Power BI Service.  That app is shared with the users who are receiving this error.

3.  The users receiving the error have Power BI licenses and can successfully open the App and see the reports.

4.  The embed string comes from File/Embed in the menu ribbon of the App in Power BI Service.

5.  The Dashboards are created by adding an i-frame that has the embed string from Power BI Service as the URL.  The checkbox "Pass record object-type code and unique identifier as parameters"  is checked.  The checkbox "Restrict cross-frame scripting, where supported" is unchecked. 

 

Any help would be greatly appreciated!

1 ACCEPTED SOLUTION

Accepted Solutions
Moderator v-yuezhe-msft
Moderator

Re: Embedding Reports on Dynamics 365 Dashboards

@ShWoloshin ,

When you embed a dashboard of an App workspace to Dynamics 365, to make the users see the dashboard in D365, you would need to add them as workspace members in Power BI Service. Sharing app to the users is not enough.
1.PNG

However, if you embed a dashboard of "My Workspace" to D365, you can just share the dashboard to users in Power BI Service. This way, users can see the dashboard in D365.

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
2 REPLIES 2
ShWoloshin Frequent Visitor
Frequent Visitor

Re: Embedding Reports on Dynamics 365 Dashboards

Did a little more work today.  I tried embedding my work as a dashboard on a personal dashboard, instead of above, as a system dashboard.  This time I got it to open on my own login in D365 on the personal dashboard (minor victory!).  I shared the personal dashboard with another user and asked her to check.  She is a licensed Power BI Pro user and D365 user.  She got "This content isn't available.  Learn more about Power BI."  WHY!?!

Moderator v-yuezhe-msft
Moderator

Re: Embedding Reports on Dynamics 365 Dashboards

@ShWoloshin ,

When you embed a dashboard of an App workspace to Dynamics 365, to make the users see the dashboard in D365, you would need to add them as workspace members in Power BI Service. Sharing app to the users is not enough.
1.PNG

However, if you embed a dashboard of "My Workspace" to D365, you can just share the dashboard to users in Power BI Service. This way, users can see the dashboard in D365.

Regards,
Lydia

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