Visual customization of Power BI embedded analytics

Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Customer Service. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts - - Apr 4, 2022

Business value

Out-of-the-box reporting capabilities that incorporate industry-standard metrics are critical for helping customers to get started with Dynamics 365 Customer Service and speed time to value. However, each customer has unique reporting needs based on the nature of their business. With this feature, customer service administrators can customize out-of-the-box reports to meet their organization's needs by leveraging the Power BI embedded data model.

Feature details

Key capabilities of this feature include the following:

  • Rearrange the out-of-the-box report layouts.
  • Modify the graphical rendering of data. For example, you can have a graphic with the trend of a metric over time rather than a tabular view of the metric.
  • Create visuals using metrics in the data model that are not exposed directly in the provided Power BI reports.

Note

In this wave, this feature won't be available in knowledge analytics, the Unified routing report, or Omnichannel intraday insights report.

See also

Visual customization of historical analytics reports in Customer Service (docs)