Set up Power BI integration

Power BI is one of the best tools to deliver insights with simple and interactive visualization. To view dashboards and reports from Power BI on web pages in a portal, you must enable Power BI integration from the Portal Admin Center.

Note

You must have an appropriate Power BI license.

Set up Power BI integration

  1. Go to the Dynamics 365 Administration Center page and select the Applications tab.

  2. Select the name of the portal for which you want enable Power BI integration, and then select Manage.

  3. Go to Set up Power BI integration > Enable Power BI visualization.

    Enable Power BI visualization

  4. Select Enable in the confirmation message. While Power BI visualization is being enabled, the portal restarts and will be unavailable for a few minutes. A message appears when Power BI visualization is enabled.

Customizers can use the powerbi Liquid tag to embed Power BI dashboards and reports on web pages in a portal. While embedding the Power BI content, customizers can use filter parameters to create personalized views. More information: powerbi Liquid tag

When Power BI visualization is enabled, the following action becomes available:

  • Disable Power BI visualization: Allows you to disable Power BI visualization on your portal. While Power BI visualization is being disabled, the portal restarts and will be unavailable for a few minutes. A message appears when Power BI visualization is disabled.

    Disable Power BI visualization

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

powerbi Liquid tag
Add a Power BI report or dashboard to a webpage in portal