Jeff Ptak on 04 Apr 2016 21:24:46
As a heavy user of Dynamics CRM online, it would be powerful to be able to embed PowerBI's visuals into the CRM product. The charts available in CRM are antiquated at best.
Administrator on 29 May 2016 23:40:20
Power BI tiles are integrated into Naos
- Comments (12)
RE: Integrate PowerBI into Dynamics CRM
Created a New Idea as this one seems dormant and We can no longer vote on it.
Please Vote on the idea: https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/36463183-integrate-powerbi-into-dynamics-crm
RE: Integrate PowerBI into Dynamics CRM
This can't be deemed complete even in 2018.
I can't make these dashboards as system Dashboards so that I can use them in deployments
RE: Integrate PowerBI into Dynamics CRM
I wouldnt count this as complete. Tiles are not PowerBi, they are a small small section.
Ideally I could develop a report in PowerBI Desktop with CRM Online as the datasource, and embed this full report, including filter functionality in CRM so that users of CRM can also run custom reports against the CRM model.
RE: Integrate PowerBI into Dynamics CRM
Additional comment to my previous;
Further testing shows that Report pages posted as 'Live tile' to the dashboard is not showing in Dynamics 365 Dashboards. Just available as a link to PowerBI.
RE: Integrate PowerBI into Dynamics CRM
My experience is that some dashboards and tiles are not available in the Dynamics 365 CRM dashboard.
Also, I am not able to choose dashboard elements from my other workspaces - are there any documents to describe what is 'works as expected', 'to be developed' etc ?
RE: Integrate PowerBI into Dynamics CRM
Will it be possible to have a list of records in your Power BI dashboard with a link back to a specific record in CRM?
RE: Integrate PowerBI into Dynamics CRM
This is fare from a completed solution, we only have the possibility to integrate one element of a dashboard with no custom features on visualization. You should be able to put and iframe with a complete live report.
RE: Integrate PowerBI into Dynamics CRM
Hi Nick Caldwell, as some guys in Dynamics CRM has already talk about feedbacks : we need a complete integration between this 2 products. We need to have a full integration and not only the feature to integrate only PowerBI tiles. We need to have a full dashboard PowerBI into dashboard Dynamics CRM. Thank you.
RE: Integrate PowerBI into Dynamics CRM
Here's an alternative: http://crm-powerbi-viewer.heiigjen.com/. This replaces the idea of publishing reports publicly.
What I would want to improve on is the removal of the footer (to make it seamless).
RE: Integrate PowerBI into Dynamics CRM
Hi there! Thanks for your feedback. We have engaged with the Dynamics CRM team to enable this scenario. We'll keep you posted on what we come up with (and when)!
Cheers,
jono