Dynamics CRM 2016 Update 1 now released – Power BI tiles can be added to your dashboard
With the announcement of Dynamics CRM 2016 Update 1, you can now add Power BI tiles to your Dynamics CRM Dashboard.
In this article, I will be showing how to add the Power BI tiles to your sales dashboard.
Prepare the Power BI
First you need to connect your Dynamics CRM with Power BI.
Go to https://app.powerbi.com and below the Contents Pack library, click on the “Connect” button.
Select “Microsoft Dynamics CRM Online Sales Manager”
Click on “Connect”
Below “Dynamics CRM Online 2016 Service”, enter your address to the Dynamics CRM Online.
Below “Fiscal Year End Month Number”, enter your month that your fiscal year ends in.
Eg, If your fiscal year end is in August, enter “8”.
For authentication method, select “oAuth2” and click “Sign-in”.
Login for Office 365 is shown. Enter your login details of the Dynamics CRM Online.
Now you will see the Dynamics CRM information in your dashboard. The setup in Power BI is complete.
Enable Power BI tiles in Dynamics CRM
Next, we need to enable Power BI tiles in the Dynamics CRM.
First, go to “Settings” and “Administration”.
Click on “System Settings”.
In the “Reports” tab, enable “Allow embedding of Power BI tiles” and select “OK”. Now your Power BI tiles can be added.
Add Power BI tiles to Dynamics CRM
Next, let’s add the Power BI tiles.
Click on “Sales”, “Dashboards”, and select “New”.
Choose whichever layout you prefer.
If the setup is correct, you should see “POWER BI tiles”.
Click on the “POWER BI tiles”.
The list of your Power BI tiles are shown. Click which ever tile you prefer and click ok.
Once select, you can preview the tile. Click OK to confirm the tile you want to add.
Like below, you can combine your Power BI tiles as well as the standard Dynamics CRM graphs.
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