Wednesday, June 29, 2016

Embed Power BI tiles on Dynamics CRM Online

Great feature that was recently included with Microsoft Dynamics CRM Online 2016 Update 1 was the ability to embed Power BI tiles on CRM dashboard.

You first need to enable Power BI feature on CRM. To do this:

Enable Power BI tile embedding for your organization in Settings > Administration > System Settings > Reporting tab > Allow Power BI tile embedding.

  • Have a Power BI account and have created at least one Power BI dashboard.
  • You cannot embed Power BI tiles on system dashboards.

To add a Power BI tile to a Microsoft Dynamics CRM personal dashboard, you must:

  1. Go to Dashboards in CRM under Sales, Service, or Marketing.
  2. Select an existing personal dashboard or click New to create one.
  3. On the dashboard, click an area where you want the tile to appear, and then click Power BI Tile on the toolbar.
  4. In the Add Component dialog, select the Power BI dashboard and Power BI tile that you want to display on your dashboard, and then click OK. You may be asked to sign in to Power BI to complete this step.
  5. Click another area of the dashboard and repeat this step to add another Power BI tile, or other component, such as chart or list, to your dashboard.\
  6. Click Save to save your dashboard.
Oh! This is so cool :)