How to Embed Power BI Report in Dynamics 365
In today’s data-driven business environment, organizations are constantly seeking ways to enhance their reporting capabilities. One such way is by embedding Power BI reports within Dynamics 365, a powerful CRM and ERP platform. This integration allows users to access and analyze data directly within Dynamics 365, providing a seamless and efficient reporting experience. In this article, we will guide you through the process of embedding Power BI reports in Dynamics 365, ensuring that you can leverage the full potential of both platforms.
Understanding the Basics
Before diving into the technical aspects of embedding Power BI reports in Dynamics 365, it’s essential to have a basic understanding of both platforms. Power BI is a business analytics service that provides interactive visualizations and business intelligence capabilities. Dynamics 365, on the other hand, is a comprehensive CRM and ERP solution that helps organizations manage their sales, marketing, customer service, and operations.
Prerequisites
To embed Power BI reports in Dynamics 365, you need to have the following prerequisites in place:
1. A Power BI Pro license
2. A Dynamics 365 tenant
3. Access to the Power BI admin center
4. Access to the Dynamics 365 admin center
Step-by-Step Guide
Now that you have the necessary prerequisites, let’s proceed with the step-by-step guide to embed Power BI reports in Dynamics 365:
1.
Open Power BI and create a report:
– Log in to your Power BI account and create a new report or open an existing one.
– Design and configure your report as per your requirements.
2.
Generate a Power BI report embedding token:
– In the Power BI admin center, navigate to the “Embed” section.
– Select the report you want to embed and click on “Generate embed token.”
– Copy the generated token for future use.
3.
Open Dynamics 365 and create a new report:
– Log in to your Dynamics 365 tenant and navigate to the “Reports” section.
– Click on “New” and select “Power BI Report.”
4.
Configure the Power BI report in Dynamics 365:
– In the “Create Report” window, enter a name for your report and select the “Power BI” option.
– Paste the previously generated Power BI report embedding token in the “Embed code” field.
– Configure any additional settings, such as refresh schedule and permissions.
5.
Publish the report:
– Click on “Publish” to embed the Power BI report in Dynamics 365.
– Once the report is published, it will be available in the Dynamics 365 reports section.
Conclusion
Embedding Power BI reports in Dynamics 365 can significantly enhance your reporting capabilities, allowing users to access and analyze data directly within the CRM and ERP platform. By following the step-by-step guide outlined in this article, you can easily integrate Power BI reports into Dynamics 365 and leverage the full potential of both platforms.
