Embed the Power BI report as Dashboard in Dynamis 365

Get Data using SQL Server o Microsoft dynamics 365 Online in Power BI and Embed the Power BI report as Dashboard in Dynamis 365

1. We will use the above report to embed in Microsoft dynamics 365
2. We have added only account and contact entity with some field to demonstrate how Relationship are pre-build and we get Lookup name and Id
3. Once published, we will edit credentials as OAuth
4. Navigate to My Workspace -_ DataSets and edit credentials
5.Selecting Authentication Method as “OAUTH”
6.Remember to enable Below.
End users use their own OAuth2 credentials when accessing this data source via DirectQuery.
7.Now we will ping Report as live so it can be used in dynamics 365
8.Navigating to report from workspace
9Once pinned, we can see a pinned item in DashBoard, and will also be available as a dashboard in D365
10.I have changed name while pinning it as a dashboard
11.Navigating to D365 Dashboard
Clicking NEW, Either select Microsoft dynamics 365 or Power Bi Dashboard.
12.Select Layout
13.Select Power BI Tile
14. All our Dashboard in Selected workspace will be available

Table of Contents:

00:00 - Introduction
00:32 - Publish Bpower BI Report
01:12 - Edit Cerdentions OAuth in Power BI
02:53 -  Pin To Live
03:23 - Embed Power Bi in D365

• #science_technology
• #power_bi
• #microsoft_dynamics_365
• #crm_online
• #sql_query_in_crm_online
• #use_sql_to_query_data_dynamiics_365_crm