Add or edit Power BI visualizations on your dashboard

Applies to Dynamics 365 for Customer Engagement apps version 9.x

Create rich, interactive reports and real-time visualizations in Dynamics 365 for Customer Engagement with Power BI dashboards and tiles that you add to your personal dashboards.

Note

To add Power BI visualizations to Dynamics 365 for Customer Engagement personal dashboards, you must:

Create a personal Power BI dashboard

Follow these steps to add a Power BI dashboard to Dynamics 365 for Customer Engagement. If you are connecting to the Power BI service, you need an account and to have selected your Dynamics 365 for Customer Engagement instance as a data source. For more information about registering and connecting data sources, see Microsoft Power BI.

  1. Go to Dashboards in Sales, Service, or Marketing.

  2. Select New and then select Power BI Dashboard.
    You may be prompted to sign in to Power BI.

  3. In the Add Power BI Dashboard dialog select the workspace and then select the Power BI dashboard that you want to embed in your dashboard in Dynamics 365 for Customer Engagement. Select Enable for mobile if you want to make the dashboard available for Dynamics 365 for tablets and Dynamics 365 for phones.

    Add a Power BI tile to your personal dashboard

  4. Select Save to save your dashboard.

Embed Power BI tiles on your personal dashboard

Follow these steps to add one or more Power BI tiles to your personal dashboard. If you are connecting to the Power BI service, you need an account and to have selected your Dynamics 365 for Customer Engagement instance as a data source. For more information about registering and connecting data sources, see Microsoft Power BI.

  1. Go to Dashboards in Sales, Service, or Marketing.

  2. Select an existing personal dashboard or select New to create one.

  3. On the dashboard, select an area where you want the tile to appear, and then select Power BI Tile on the toolbar.

  4. In the Add Power BI Dashboard dialog, select the workspace and then select the Power BI tile that you want to display on your dashboard. Select Enable for mobile if you want to make the tile available for Dynamics 365 for tablets and Dynamics 365 for phones.

    Select another area of the dashboard and repeat this step to add another Power BI tile, or other component, such as a chart or list, to your dashboard.

  5. Select Save to save your dashboard.

Things you can do with Power BI embedded tiles on Dynamics 365 for Customer Engagement apps personal dashboards

To show the features available with a Power BI visualization, hover over the upper-right of the visualization to reveal the following capabilities.

Embed Power BI tile features

  1. Click the Refresh button Refresh button to refresh the tile’s underlying report data.

  2. Click the Open in Power BI button Open in Power BI button to open the Power BI dashboard that contains the visualization in a new browser tab.

  3. Click the Enlarge button Enlarge tile to expand the visualization and increase the viewing area for the visualization, like the Sales Pipeline tile displayed here.

    Enlarged embedded Power BI tile

Share a personal dashboard that contains Power BI visualizations

To share your personal dashboard that contains Power BI visualizations you must configure sharing in both Customer Engagement and Power BI, and the user or group must have the same credentials and appropriate level of access in both services. To share your personal dashboard in Customer Engagement, go to Sales > Dashboards. In the list of dashboards, select the personal dashboard you want, and then click SHARE DASHBOARD. For more information about sharing a dashboard in Power BI, see Power BI: Share a dashboard with colleagues and others.

Privacy notice

By enabling the embedding of Power BI tiles and dashboards, when a user embeds a Power BI tile or dashboard, that user’s Azure Active Directory authorization token for Dynamics 365 for Customer Engagement is used to authenticate with the Power BI service with an implicit grant, providing a seamless “single-sign on” experience for the end user.

An administrator can disable embedding of Power BI tiles and dashboards at any time to stop use of the Dynamics 365 for Customer Engagement authorization token for authenticating with Power BI service. Any existing tiles or dashboards will stop rendering for the end user.

The Azure component or service that is involved with embedding of Power BI tiles is detailed in the following section.

Note: For more information about additional Azure service offerings, see the Microsoft Azure Trust Center.

Azure Active Directory

This service provides the authentication token exchanged with Power BI service for API and UI authentication.

See also

Use Power BI with Dynamics 365 for Customer Engagement apps
Create or edit a chart
Set properties for a chart or list included in a dashboard