Problem Statement –
How to share a Power BI embedded personal dashboard.
Using Power BI integration with Dynamics 365, we can create a Power BI embedded dashboard in Dynamics 365. However sharing that personal dashboard is not that simple. Dynamics 365 and power BI follow there independent authentication mechanism. Therefore it is essential that when we share that dashboard with users in Dynamics CRM, configuration settings must also be made on Power BI side. The article captures the configuration we need to make on Power BI side.
Power BI integration with Dynamics was first introduced in CRM Online 2016 Update 1.
The mentioned below blogs explains how we can configure the integration between Power BI and Dynamics
In a nutshell we need to follow the mentioned below steps
- Signup with Power BI on the url “https://powerbi.microsoft.com/en-us/”
- After signing in Power BI, navigate to DataSets area ->Get Data->Services->Get and select the following content packs
- Microsoft Dynamics 365 (online) Sales Manager
- Microsoft Dynamics 365 (online) Service Manager
- Microsoft Dynamics Marketing
- For linking the Power BI with dynamics CRM, we need to authenticate the CRM organization by entering username and password.
- In Dynamics CRM, we need to login with a user having administrative security role.
- Navigate to Settings->Administration->System Settings
- On reporting tab, set Allow Power BI visualization embedding option to yes.
- Now navigate to Dashboards, create a new Power BI Dashboard.
Sharing the Dashboard
Now sharing the power BI dashboard works the same way in Dynamics CRM.
However if a user logs in to CRM this is what they will see
The issue is the dashboard must be shared in Power BI as well. Mentioned below screenshots show how this is to be done. Firstly login to Power BI, navigate to the dashboard and click on share. Mention the email id of the Dynamics 365 user with which you want to share the dashboard.
Now once the user logs in back to Dynamics, it should see the dashboard.