Embed & Filter your PowerBI report in Dynamics 365 Forms

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.

II-Prerequisites:

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.

1. Configure your PowerBI solution on Dataverse: how?

2. Downolad XRM Toolbox: where?

3. 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.

II-StepByStep Solution:

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.

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But, the report is not filtered on the current Customer (yet).

You want to display information which is relevant to this CustomerID only.

II-Clarification:

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.

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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!