Embedding Power BI report in CRM using Solution

Below is the process of how we can embed Power BI reports in Dynamics 365 CRM by creating Solutions in Power Apps.

  1. To create Solutions in Power Apps, sign into Power Apps and select ‘Solutions’ from the left navigation.
  1. Create the New Solution. Fill in the required details in the ‘New Solution’ pane on the screen’s right side and select Create.

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  1. After creating a solution, we must embed Power BI reports in it.
  1. Open the Solution (which we have created i.e., Power BI Test) > New > Dashboard > Power BI embedded. 

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  1. You will get a ‘New Power BI embedded dashboard’ navigation open on the right of our screen. Fill in the details required and save it.

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  1. Now we have to add a Model-driven app which is already been created, named ‘Sales Hub’ in our case. 

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  1. Now we’ll just add the Model-driven app i.e., ‘Sales Hub’ to our Solution.

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  1. Now Power BI report and model-driven app, are added to our Solution ‘Power BI Test’. The next step is to publish both by clicking on ‘Publish all customizations.

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  1. Then in D365 CRM go to Settings > Advanced Settings.

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  1. Then in the Advance setting go to Settings > Customizations > Customizations.

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  1. After Customizations a new window will appear. Select Customize this system in that.

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  1. After the above steps a window of Solution will pop up.
  1. In the left navigation panel select ‘Model-driven apps’ and then Double click on the app which we created i.e., ‘Sales Hub’. 

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  1. Then again, a new window named ‘App Designer’ will pop up. 
  1. Click on the Dashboards dropdown. You will get a panel on the right side of the screen. Check the boxes of the reports that you need to configure in CRM. Then the name of the report you have selected will be visible in the Dashboard dropdown.
  1. After the name of the report is visible. Then, ‘Save’.

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  1. After saving, you will have to ‘Publish’ the changes made.

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  1. After publishing, you will have to ‘Save & Close’ the changes.

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  1. After Save & Close App Designer window will be closed and the Model-driven app will appear again. There you’ll have to again ‘Publish Customizations’.

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  1. After the above process is completed. Go back to the D365 CRM Home page. Select ‘Dashboards’ in the left pane. Click the drop-down where we can select our Report named ‘Azure DevOps Report’.

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By following the above process you’ll be able to embed the Power BI report in Dynamics 365 CRM using Power Apps.

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