Customer Engagement & Dynamics CRM Forum

​Hi All,

I'm new to D365 and I'm trying to figure out how to work with parameters. Specifically, if I create an object in Power BI, let's say for example a map of all the accounts by zipcode in the system. I can then embed the object in Dynamics, and it correctly shows all the dots on the map where an account is located.

Now I'd like to embed this map to the account details page - where it shows specifics about the account you clicked on. I can embed the map no problem by changing the accounts details form, but the map of course shows all the accounts....

So I need to somehow pass a parameter to the map that says, "only show me the location for this account" - I'm guessing I need to pass the account ID, or name, or something....?

Is there any walkthrough, or web tutorial that would show me how to do this?

Thanks for any information.

------------------------------
David
------------------------------

Hi Dave,

I had found this solution a little while ago but have never tried it.  From the comments it looks like it works but I also see that this feature may be an out of the box solution in the near future.

https://crmchartguy.com/2018/02/11/contextual-power-bi-reports-on-dynamics-365-forms/


------------------------------
Eric Veneziano
Sales System Analyst
Minitab, Inc.
State College PA
------------------------------

Original Message:
Sent: 02-06-2019 08:19 AM
From: David Stoltz
Subject: Passing Parameter to Power BI Object

​Hi All,

I'm new to D365 and I'm trying to figure out how to work with parameters. Specifically, if I create an object in Power BI, let's say for example a map of all the accounts by zipcode in the system. I can then embed the object in Dynamics, and it correctly shows all the dots on the map where an account is located.

Now I'd like to embed this map to the account details page - where it shows specifics about the account you clicked on. I can embed the map no problem by changing the accounts details form, but the map of course shows all the accounts....

So I need to somehow pass a parameter to the map that says, "only show me the location for this account" - I'm guessing I need to pass the account ID, or name, or something....?

Is there any walkthrough, or web tutorial that would show me how to do this?

Thanks for any information.

------------------------------
David
------------------------------

​Thanks Eric -

We are actually using that solution - but I was struggling to get it working - so thank you for the article with an example, that should help a lot!

Thanks!
Dave

------------------------------
David Stoltz

------------------------------

Original Message:
Sent: 02-12-2019 09:04 AM
From: Eric Veneziano
Subject: Passing Parameter to Power BI Object

Hi Dave,

I had found this solution a little while ago but have never tried it.  From the comments it looks like it works but I also see that this feature may be an out of the box solution in the near future.

https://crmchartguy.com/2018/02/11/contextual-power-bi-reports-on-dynamics-365-forms/


------------------------------
Eric Veneziano
Sales System Analyst
Minitab, Inc.
State College PA

Original Message:
Sent: 02-06-2019 08:19 AM
From: David Stoltz
Subject: Passing Parameter to Power BI Object

​Hi All,

I'm new to D365 and I'm trying to figure out how to work with parameters. Specifically, if I create an object in Power BI, let's say for example a map of all the accounts by zipcode in the system. I can then embed the object in Dynamics, and it correctly shows all the dots on the map where an account is located.

Now I'd like to embed this map to the account details page - where it shows specifics about the account you clicked on. I can embed the map no problem by changing the accounts details form, but the map of course shows all the accounts....

So I need to somehow pass a parameter to the map that says, "only show me the location for this account" - I'm guessing I need to pass the account ID, or name, or something....?

Is there any walkthrough, or web tutorial that would show me how to do this?

Thanks for any information.

------------------------------
David
------------------------------

Eric,

I think one of the most helpful things in that article is this JS line:

window.parent.Xrm.Page.data.entity.getId();

I can successfully grab the account ID with this - I'm just having problems getting the JS function to fire.

Still working on it ;-)

Thanks!

------------------------------
David Stoltz
------------------------------

Original Message:
Sent: 02-12-2019 09:04 AM
From: Eric Veneziano
Subject: Passing Parameter to Power BI Object

Hi Dave,

I had found this solution a little while ago but have never tried it.  From the comments it looks like it works but I also see that this feature may be an out of the box solution in the near future.

https://crmchartguy.com/2018/02/11/contextual-power-bi-reports-on-dynamics-365-forms/


------------------------------
Eric Veneziano
Sales System Analyst
Minitab, Inc.
State College PA

Original Message:
Sent: 02-06-2019 08:19 AM
From: David Stoltz
Subject: Passing Parameter to Power BI Object

​Hi All,

I'm new to D365 and I'm trying to figure out how to work with parameters. Specifically, if I create an object in Power BI, let's say for example a map of all the accounts by zipcode in the system. I can then embed the object in Dynamics, and it correctly shows all the dots on the map where an account is located.

Now I'd like to embed this map to the account details page - where it shows specifics about the account you clicked on. I can embed the map no problem by changing the accounts details form, but the map of course shows all the accounts....

So I need to somehow pass a parameter to the map that says, "only show me the location for this account" - I'm guessing I need to pass the account ID, or name, or something....?

Is there any walkthrough, or web tutorial that would show me how to do this?

Thanks for any information.

------------------------------
David
------------------------------

That's cool that it worked so far.  Hopefully you can get it to fire!

------------------------------
Eric Veneziano
Sales System Analyst
Minitab, Inc.
State College PA
------------------------------

Original Message:
Sent: 02-13-2019 07:47 AM
From: David Stoltz
Subject: Passing Parameter to Power BI Object

Eric,

I think one of the most helpful things in that article is this JS line:

window.parent.Xrm.Page.data.entity.getId();

I can successfully grab the account ID with this - I'm just having problems getting the JS function to fire.

Still working on it ;-)

Thanks!

------------------------------
David Stoltz

Original Message:
Sent: 02-12-2019 09:04 AM
From: Eric Veneziano
Subject: Passing Parameter to Power BI Object

Hi Dave,

I had found this solution a little while ago but have never tried it.  From the comments it looks like it works but I also see that this feature may be an out of the box solution in the near future.

https://crmchartguy.com/2018/02/11/contextual-power-bi-reports-on-dynamics-365-forms/


------------------------------
Eric Veneziano
Sales System Analyst
Minitab, Inc.
State College PA

Original Message:
Sent: 02-06-2019 08:19 AM
From: David Stoltz
Subject: Passing Parameter to Power BI Object

​Hi All,

I'm new to D365 and I'm trying to figure out how to work with parameters. Specifically, if I create an object in Power BI, let's say for example a map of all the accounts by zipcode in the system. I can then embed the object in Dynamics, and it correctly shows all the dots on the map where an account is located.

Now I'd like to embed this map to the account details page - where it shows specifics about the account you clicked on. I can embed the map no problem by changing the accounts details form, but the map of course shows all the accounts....

So I need to somehow pass a parameter to the map that says, "only show me the location for this account" - I'm guessing I need to pass the account ID, or name, or something....?

Is there any walkthrough, or web tutorial that would show me how to do this?

Thanks for any information.

------------------------------
David
------------------------------

It sounds like the issue here was resolved, but wanted to mention that there is a more lightweight option available as well, using a recently release Power BI feature called Secure Embed.
Link: https://crmchartguy.com/2019/02/18/embed-power-bi-visuals-in-dynamics-365-with-secure-embed/

It has a few drawbacks in comparison to the Power BI Viewer, but is much easier to set up.

------------------------------
Ulrik Carlsson
Microsoft MVP (CRM Chart Guy)
eLogic
Petaluma CA
------------------------------

Original Message:
Sent: 02-12-2019 09:04 AM
From: Eric Veneziano
Subject: Passing Parameter to Power BI Object

Hi Dave,

I had found this solution a little while ago but have never tried it.  From the comments it looks like it works but I also see that this feature may be an out of the box solution in the near future.

https://crmchartguy.com/2018/02/11/contextual-power-bi-reports-on-dynamics-365-forms/


------------------------------
Eric Veneziano
Sales System Analyst
Minitab, Inc.
State College PA

Original Message:
Sent: 02-06-2019 08:19 AM
From: David Stoltz
Subject: Passing Parameter to Power BI Object

​Hi All,

I'm new to D365 and I'm trying to figure out how to work with parameters. Specifically, if I create an object in Power BI, let's say for example a map of all the accounts by zipcode in the system. I can then embed the object in Dynamics, and it correctly shows all the dots on the map where an account is located.

Now I'd like to embed this map to the account details page - where it shows specifics about the account you clicked on. I can embed the map no problem by changing the accounts details form, but the map of course shows all the accounts....

So I need to somehow pass a parameter to the map that says, "only show me the location for this account" - I'm guessing I need to pass the account ID, or name, or something....?

Is there any walkthrough, or web tutorial that would show me how to do this?

Thanks for any information.

------------------------------
David
------------------------------