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Get Those Power BI Tiles Embedded in Your CRM Dashboards

Post Author: Joe D365 |

For several years now, we have had the powerful analytics capability of Power BI. First as Excel add-ins and the Power BI Desktop tool since 2015. With the original Power BI service in Office 365, we were able to insert Power BI Excel reports using Dashboard iFrames and the SharePoint Integration, but that was deprecated with the move to the PowerBI.com site.

With the Spring release of CRM, we have the ability embed Power BI tiles in CRM Dashboards! It is also quick and straightforward to set it up. Let's see how!

1. Prerequisites: CRM Online (2016 Spring Wave) and a Power BI O365 subscription.

2. Enable: Settings à Administration à System Settings.

Embed Power BI Tiles

From here, navigate to the Reporting tab and select Yes to enable.

Embed Power BI Tiles

3. Create Dashboards in Power BI.

Embed Power BI Tiles

4. Create or edit a Dashboard in CRM.

5. Click Power BI Tile or insert from the Command Bar.

Embed Power BI Tiles

6. Select a Power BI dashboard and a tile.

Embed Power BI Tiles

7. Complete the dashboard, Save, and close.

That's it! You now have a Power BI dashboard built in CRM. Users no longer need to navigate specifically to Power BI to interact with the powerful analytics. Pretty slick if we do say so!

Embed Power BI Tiles

If you click on any component, a new window is launched which allows for further filtering or drilling into the Power BI site.

Embed Power BI Tiles

Embed Power BI Tiles

That's all for the blog today! If you'd like to learn more about Power BI, check out our Webinar on Demand, Power BI Showcase!

Happy CRM'ing!

By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

2 comments on “Get Those Power BI Tiles Embedded in Your CRM Dashboards”

  1. Hi,
    I am able to embed the Power BI tiles from the Out-of-Box work space to CRM. But I am not able to embed a tile from other work spaces. Can you please guide me how to embed tiles / reports from other Power BI work spaces to Dynamics 365 Online.

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