Embed & Filter your PowerBI report in Dynamics 365 Forms
Updated: Dec 7, 2022
Your customer has seen your Power BI report (all the great things you have built - dashboards, pie charts, bookmarks, tool tips) and wants it to be included in the Dynamics 365 Customer Form.
Today I will show you how to do this: To embed a report of Power BI in your Dynamics 365 solution and use the Power BI filters to filter the report dynamically on your selected Entity.
II-Benefit: This is a free, quick win with huge added value for your Project.
DRAFTJS_BLOCK_KEY:7q1bjYour customer has seen your Power BI report (all the great things you have built - dashboards, pie charts, bookmarks, tool tips) and wants it to be included in the Dynamics 365 Customer Form.
Configure your PowerBI solution on Dataverse: how?
Downolad XRM Toolbox: where?
Enable Power BI embedding in Dynamics: how?
II-Tip: XRM Toolbox has some awesome features which will help you configure complex things in Dynamics in an easy way. That’s why I personally like it. In this case, I used the PowerBI Embedder of XRM Toolbox instead of configuring the PowerBI API.
1. Get your PowerBI URL (where is this?)
2. Open your Customer Form and create a new Section (and a new Tab if you want!), insert an iFrame and configure the fields. Paste the URL of Step 1 : how?
II-Tip: Make sure to grow your space(rowspan) , but not too much or else scrolling will be a bit confusing. If your BI report is a full page, then something between 17 and 25 (also see image below!) you should achieve optimal user scrolling experience. If its smaller, adjust accordingly with testing :)
3. Save and Publish: Right now you have achieved to embed your Power BI report.
But, the report is not filtered on the current Customer (yet).
You want to display information which is relevant to this CustomerID only.
Filtering applies to every Entity in Dataverse, whether out of the box or custom. You can filter your Power BI report based on the unique ID of each entity.
4.Switch to XRM Toolbox and do the following
i. Find Power Bi Embedder in 'Tools'
ii. Connect to your Dataverse Environment ('New Connection')
iii. Use this awesome tool as follows:
Once you're done with the entries hit 'Publish Report' on the top and then go to your Form to check the results!