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I have a Dynamics 365 for Sales instance in which I would like to incorporate PowerBI visualizations. Since I am fairly new to PowerBI, I am trying to understand Embedding, Sharing options, etc. The issue that I am running into is that my PowerBI reports/dashboards contain sensitive data and the Publish to Web option in PowerBI is not viable.
It appears that the best scenario would be to create a personal PowerBI Dashboard in Dynamics and share that Dashboard (via PowerBI Service Sharing and Dynamics Sharing) to the users who would need visibility to it.
My questions are:
A). Would this be my best option in order to have my PowerBI visuals inside of D365 dashboards w/o Publishing to Web?
B) Do all my recipients need licenses?
Any advice or feedback would be greatly appreciated.
Thanks!
Hi @Anonymous,
As GilbertQ suggested, you could embed reports into D365. If you want to directly share reports/dashboards with others in Power BI service, whether you share content inside or outside your organization, you need a Power BI Pro license. Your recipients also need Power BI Pro licenses, or the content needs to be in a Premium capacity.
Best regards,
Yuliana Gu
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