Adding Power BI Dashboards to Dynamics 365 for Sales
Power BI is a great tool for visualizing your data from Dynamics 365, but wouldn’t it be great if all of your reports and dashboards that you create were embedded directly into your dashboards. Don’t fret, you can do this without writing a single line of code.
Let’s see how to do this and how it works.
- Enabling Power BI
- Adding Power BI Dashboards as Sales Dashboards
- Drilling through the Data within Power BI
Enabling Power BI
Before we start adding Power BI to our dashboards within Dynamics 365 for Sales we need to first make sure that it is enabled.
How to do it…
To do this, start off by opening the Dynamics 365 for Sales app.
Then click on the Sales tile in the header and click on the Settings tile. Then click on the Administration menu item within the System menu group.
When the Administration page is shown, click on the System Settings menu link.
This will open the System Settings options panel. Click on the Reporting tab within the options and you will be able to see an option called Allow Power BI visualization embedding.
All you need to do here is make sure that this is set to Yes.
After you have turned on Power BI then you can exit out of the options.
Adding Power BI Dashboards as Sales Dashboards
Now that Power BI is enabled, you can start adding Power BI visualizations directly within Dynamics 365 for Sales as their own embedded dashboards.
How to do it…
To do this, all you need to do is open the main Sales Dashboards by clicking on the Sales button in the menu bar and then click on the Dashboards menu item within the My Work menu group.
To add a Power BI Dashboard, just click on the New menu item and then select the Power BI Dashboard menu item.
This will open the Add Power BI Dashboard dialog box and if you click on the Dashboard dropdown list then you will see that all of the dashboards that you have access to within Power BI will show in the list.
All you need to do here is select the dashboard that you want to use as a dashboard and then click on the Save button.
After you have done that you will see the dashboard is now embedded within Dynamics 365 for Sales as one of your personal Dashboards.
Drilling through the Data within Power BI
Now that that you have Power BI dashboards embedded directly within the dashboards, let’s see what you can do with the data that is there.
This will take you over to Power BI Online.
But there’s more. If you click on the … in the top right of the Power BI Workspace, then you will see an option that allows you to Analyze in Excel.
If you click on this, you will be taken over to Excel and all the data that you had within the Power BI workspace will be available as a Pivot Table.
If you want to be a little retro, then you can then create your very own analysis through Excel using the same data that you have within Power BI.
Power BI is a great reporting tool to take advantage, and as you can see it’s super easy to get the dashboards embedded directly within Dynamics 365 for Sales and then act upon it right from there.
All you need to do now is create the dashboards that you want to include and then start embedding them.