Add or edit Power BI visualizations on your dashboard

Dynamics CRM 2016
 

Updated: November 1, 2016

Applies To: Dynamics 365 (online), Dynamics CRM Online

Create rich, interactive reports and real-time visualizations in Microsoft Dynamics 365 with Power BI dashboards and tiles that you add to your personal dashboards.

System_CAPS_noteNote
  • To add Power BI visualizations to Microsoft Dynamics 365 personal dashboards, you must:

  • You cannot add Power BI visualizations to system dashboards.

Follow these steps to add one or more Power BI tiles to your personal dashboard. If you are connecting to the Power BI service, you need an account and to have selected your Microsoft Dynamics 365 (online) instance as a data source. For more information about registering and connecting data sources, see Microsoft Power BI.

System_CAPS_noteNote
  • Power BI tile embedding was first introduced in Microsoft Dynamics CRM Online 2016 Update 1.

  • Enable for mobile was first introduced in December 2016 update for Microsoft Dynamics 365 (online).

  • To add a Power BI visualizations you need a Power BI account and have created at least one Power BI dashboard. More information:  Get started using Microsoft Power BI with Microsoft Dynamics CRM Online

  1. Go to Dashboards in 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 Power BI Dashboard dialog, select the workspace and then select the Power BI dashboard or Power BI tile that you want to display on your dashboard. Click Enable for mobile if you want to make the tile available for Microsoft Dynamics 365 for tablets and Microsoft Dynamics 365 for phones.

    Add a Power BI tile to your personal dashboard

    Click another area of the dashboard and repeat this step to add another Power BI tile, or other component, such as a chart or list, to your dashboard.

  5. Click Save to save your dashboard.

To show the features available with a Power BI visualization, hover over the upper-right of the visualization to reveal the following capabilities.

Embed Power BI tile features
  1. Click the Refresh button Refresh button to refresh the tile’s underlying report data.

  2. Click the Open in Power BI button Open in Power BI button to open the Power BI dashboard that contains the visualization in a new browser tab.

  3. Click the Enlarge button Enlarge tile to expand the visualization and increase the viewing area for the visualization, like the Sales Pipeline tile displayed here.

    Enlarged embedded Power BI tile

To share your personal dashboard that contains Power BI visualizations you must configure sharing in both Dynamics 365 (online) and Power BI, and the user or group must have the same credentials and appropriate level of access in both services. To share your personal dashboard in Dynamics 365, go to Sales > Dashboards. In the list of dashboards, select the personal dashboard you want, and then click SHARE DASHBOARD. For more information about sharing a dashboard in Power BI, see Power BI: Share a dashboard with colleagues and others.

By enabling the embedding of Power BI tiles and dashboards, when a user embeds a Power BI tile or dashboard, that user’s Azure Active Directory authorization token for Dynamics 365 is used to authenticate with the Power BI service with an implicit grant, providing a seamless “single-sign on” experience for the end user.

An administrator can disable embedding of Power BI tiles and dashboards at any time to stop use of the Dynamics 365 authorization token for authenticating with Power BI service. Any existing tiles or dashboards will stop rendering for the end user.

The Azure component or service that is involved with embedding of Power BI tiles is detailed in the following section.

Note: For more information about additional Azure service offerings, see the Microsoft Azure Trust Center.

Azure Active Directory

This service provides the authentication token exchanged with Power BI service for API and UI authentication.

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