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Microsoft Idea

    Power BI

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    Publish customized charts/dashboards to an out-of-the-box connector for your organization

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    Maria Balsamo's profile image

    Maria Balsamo on 07 Feb 2015 02:03:31

    We need a mechanism that enables an organization to customize the out-of-the-box reports/dashboards that come with the out-of-the-box connector to distribute to their organization/division users.

    For example, we want to customize the charts & dashboard that come with the Dynamics CRM connector to match the customizations we have in our CRM instance.

    Comments (1)
    Maria Balsamo's profile image Profile Picture

    Scott Schuler on 05 Jul 2020 22:03:41

    RE: Publish customized charts/dashboards to an out-of-the-box connector for your organization

    This could be achieved by just allowing users to load the connector into Power Query and add your custom entities from CRM into the Data Model, thus creating a customized set. Microsoft has done an awesome job with the connector for OOTB implementations. There just aren't many OOTB implementations :)