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amabrenda1986
Helper II
Helper II

Embedding Power BI Dashboard in Dynamics 365 Customer Engagement Module

Hello 

 

When I embed a power bi dashboard inside of the Dynamics 365 Customer Engagement Module. It does appear as seen below. 

The resolution does not cover the whole page. Please how can i correct this, so that the embedded dashboard covers the idth of the page.

 

 

amabrenda1986_0-1695341836640.png

 

1 ACCEPTED SOLUTION
devesh_gupta
Super User
Super User

@amabrenda1986 

To ensure that your Power BI dashboard covers the entire width of the page when embedded in Dynamics 365 Customer Engagement, you may need to adjust the settings within both Power BI and Dynamics 365. Follow these steps:

1. Power BI Settings:

- Report Size:
- Open your Power BI report in Power BI Desktop.
- In Power BI Desktop, go to the "View" tab from the ribbon.
- Select "Page View" to see the entire page.
- Make sure that your report is designed to cover the full width of the page.

- Publish Report:
- Click on "File" > "Publish to web" to get an embed code.
- This generates an embed code that you'll use later to embed the report.

2. Dynamics 365 Customer Engagement Settings:

- Embedding Power BI:
- Go to your Dynamics 365 Customer Engagement Module.
- Access the page where you want to embed the Power BI dashboard.
- Edit the page or form where you want to embed the dashboard.

- Web Resource:
- Add a web resource to the form.
- Provide the URL of the published Power BI report (from the "Publish to web" step in Power BI).
- Make sure to set the width and height of the web resource to cover the entire area you want the dashboard to occupy.

- Adjust the Form Layout:
- In the form editor, you may need to adjust the layout to accommodate the embedded dashboard.

- Save and Publish:
- After making the necessary adjustments, save and publish the form.

 

If you find this insightful, please provide a Kudo and accept this as a solution.

View solution in original post

3 REPLIES 3
devesh_gupta
Super User
Super User

@amabrenda1986 

To ensure that your Power BI dashboard covers the entire width of the page when embedded in Dynamics 365 Customer Engagement, you may need to adjust the settings within both Power BI and Dynamics 365. Follow these steps:

1. Power BI Settings:

- Report Size:
- Open your Power BI report in Power BI Desktop.
- In Power BI Desktop, go to the "View" tab from the ribbon.
- Select "Page View" to see the entire page.
- Make sure that your report is designed to cover the full width of the page.

- Publish Report:
- Click on "File" > "Publish to web" to get an embed code.
- This generates an embed code that you'll use later to embed the report.

2. Dynamics 365 Customer Engagement Settings:

- Embedding Power BI:
- Go to your Dynamics 365 Customer Engagement Module.
- Access the page where you want to embed the Power BI dashboard.
- Edit the page or form where you want to embed the dashboard.

- Web Resource:
- Add a web resource to the form.
- Provide the URL of the published Power BI report (from the "Publish to web" step in Power BI).
- Make sure to set the width and height of the web resource to cover the entire area you want the dashboard to occupy.

- Adjust the Form Layout:
- In the form editor, you may need to adjust the layout to accommodate the embedded dashboard.

- Save and Publish:
- After making the necessary adjustments, save and publish the form.

 

If you find this insightful, please provide a Kudo and accept this as a solution.

Also, I am not used code to embed the report but this option in D365 CE

 

amabrenda1986_0-1695397633579.png

 

how can i do this part?
Edit the page or form where you want to embed the dashboard.

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