D365 : How to embed a Power BI dashboard to an entity form:
If you use Dynamics 365 CE CRM and Power BI for Business Intelligence / Reporting you most likely know how to add a Dashboard to your CRM system. The whole process is so straightforward that I will not repeat here. However, if you want to embed a Power BI dashboard into lets say the account form, and apply filters automatically for this specific account, matters get a bit more complicated. Anyways,... If you know how to do it its a rather straight forward process.
This quick tip will show you how to do it. To achieve this you need four things:
- XrmToolBox with a tool called "Power BI Embedder"
- An (I would suggest empty) element on your Dynamics form (in my case account form)
- A report (important not a dashboard!) that you want to embedd into your form
- An understanding what should be filtered, for example opportunities for a specific account
So let's get started:
First we need to create an empty element in the account form.
In my case here the Power BI element is already embedded, but you just need to create an empty element and give it a proper name.
Next you need to log in into your Power BI Service Account, and go to the report you want to embedd into the form. In doing so you need some information: Group ID and Report ID of the report you want to embedd, PBI Tabe and Column names that you want to filter and the technical name of the attribut you want to use for filtering. This will all be used and explained in a moment.
So first we jump to Power BI Service:
If you are on the report (click to workspace, your respective workspace and then on the report) you see two IDs in the URL. One is group ID (after "groups) and the second one is the report ID (after "reports"). Copy those two and save them somewhere.
Next we open our XTB (respectively "Power BI Embedder") and connect to the environment where we want to embedd the Power BI report. We select the entity, form, tab and the space we generated earlier:
Inside the XrmToolBox we enter those two stored IDs that we got from the Power BI service earlier. Also, we need to tell the tool how we want to filter the report on the form. In my demo case, I want to add a piechart that gives all opportunities for the account record that is cuurrently displayed to the user. For this you need to give the names for your Power BI table and column, in my case "Opportunitiy" and "parentaccountid" and then choose the technical name that you want to use for filtering. As Opportunity and Account are connected via "parentaccountid" <-> "accountid" we select "accountid" and then press "Publish Report" on the top.
And yes,.. that is basically it. If you have not messed up anything up to this point the tool will now embedd the Power BI report into your form:
After all this, you can enjoy presenting those nice Power BI dashboards to your users and/or clients.