Dynamics 365 must allow Power BI embedding before dashboards can appear in CRM. Here is a clear and accurate guide:
- Click the gear icon in the top-right corner to open your Dynamics 365 settings.
- Navigate to 'Advanced Settings' to access system configuration options.
- Head over to the 'Administration' section.
- Click 'Reports' to access the Power BI.
- Toggle 'Embed Power BI Visuals' to ON. This enables Power BI content directly in your dashboards.
- Hit 'Save' to apply your changes and move forward.
- Return to your Dynamics 365 dashboard and click '+New' to create a new dashboard.
- Pick a layout that suits your needs and click 'Create' to proceed.
- Select the section where you want your Power BI content to appear.
- Click 'Power BI Tile' to start embedding your chosen report or dashboard.
- Enter the required details: your Power BI workspace, dashboard, and the specific tile you want to display.
- Once your tile is connected, click 'Iframe' to embed a full Power BI report.
- Paste the embed URL from your Power BI report, you'll find this in Power BI's 'Share' options.
- Click 'OK' to finalize and save your integration. You're all set!
