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You can now embed Power BI dashboards and reports inside Dynamics 365

  • 1.  You can now embed Power BI dashboards and reports inside Dynamics 365

    D365UG/CRMUG ALL STAR
    Posted 13 days ago


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    Gus Gonzalez
    9x Microsoft MVP, CRMUG All-Star
    CEO, Elev8 Solutions
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: You can now embed Power BI dashboards and reports inside Dynamics 365

    GOLD CONTRIBUTOR
    Posted 12 days ago
    Edited by Jeff Woodard 12 days ago
    Thanks for another great 2 minute video Gus!

    Does this functionality enforce standard PowerBI licensing, or does the powerapps license come in to play here?

    If I understand the Power BI licensing:

    • Power BI free - Users can create their own, but cannot share, and can only view Premium created content within the organization.
    • Power BI Pro - Users can share and view with other Power BI Pro users, and view Premium created content within the organization.
    • Power BI Premium (organization) - Users can create and share to Power BI pro and Power BI free users within the organization, or share to anyone via an 'embedded' implementation.

    Also curious how the sitemap links would display for a user not licensed - would it be similar to an entity they don't have access to so that it simply doesn't exist?

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    Jeff Woodard
    Chief Technical Officer
    Transportation Financial Services, Inc.
    West Palm Beach FL
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: You can now embed Power BI dashboards and reports inside Dynamics 365

    TOP CONTRIBUTOR
    Posted 11 days ago
    With a Dynamics license (other than Team Member), I thought there was some level of PowerBI licensing that is included.

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    Mary Cunningham
    Director - Service Technology
    Comfort Systems USA
    Ocala FL
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: You can now embed Power BI dashboards and reports inside Dynamics 365

    TOP CONTRIBUTOR
    Posted 11 days ago
    Mary,
       Licensed users in D365 CE (aka CRM) also get a Free license to PowerBI, which allows them to create their own personal reports and dashboards, but they cannot share or see other users personal reports and dashboards. In order to create a PBI report/dashboard that is configured and visible at the system level in CE, you need to buy licenses at the Pro or Premium level.

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    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: You can now embed Power BI dashboards and reports inside Dynamics 365

    SILVER CONTRIBUTOR
    Posted 12 days ago
      |   view attached
    Great video @Gus Gonzalez. Very helpful! I do have one question though. Are there any special settings (security or otherwise) on the Power BI side? I embedded a Power BI report in a dashboard and it comes up great for me, but doesn't seem to work for other users. These users have access to the report through Power BI, and view it regularly. However, they get a "This content isn't available." error message when they bring up the dashboard in CRM. Any ideas or suggestions?

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    Scott Grimes
    ITW / Hobart
    Troy OH
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: You can now embed Power BI dashboards and reports inside Dynamics 365

    D365UG/CRMUG ALL STAR
    Posted 11 days ago
    Tim answered it correctly...you need Power BI Pro in order to both Share, and access, shared reports and dashboards.

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    Gus Gonzalez
    9x Microsoft MVP, CRMUG All-Star
    CEO, Elev8 Solutions
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 7.  RE: You can now embed Power BI dashboards and reports inside Dynamics 365

    Posted 12 days ago
    My experience was that others could see the dashboard, but if they did not have a PowerBI Pro license it was aware and would not display.  Good really.  It required the dashboard to be set as a "fallback", which I assume is just part of this still being a preview feature.

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    Tim Miller
    IT Manager
    R.L. Deppmann
    Novi MI
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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