We have to embed the Power BI report in Dynamics 365 directly. But when we select New the drop-down doesn’t give us the option to embed the Power BI report. For that, we have to enable the Power BI embedding option in Dynamics 365.
Below are the steps to configure the D365 CRM to embed Power BI reports-
Step 01 –
Go to CRM select Settings in the top right & go to Advance Settings as shown below.
Step 02 –
Now, select Settings on top, and then under the System column go to Administration as shown below.
Step 03 –
When the administration page opens up go to System Settings as shown below,
Step 04 –
After the System Settings, a dialog box pop-up appears. Go to Reporting section.
Step 05 –
Under the Reporting section select “Yes” for embedding Power BI visuals and then click ok as shown below.
Now, after enabling the option you’ll be able to see the Power BI embedding option.
Thank you for reading!