Microsoft Dynamics CRM

{CRM 2016 Update 1} Step by Step: Embed Power BI Tiles in Dynamics CRM Online

Ever been in a situation to do advanced analytics with CRM online?

Now there is a way to embed POWER BI tiles right into your CRM Dashboard!

First things first ! Go to Power BI website for a login:

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You can choose Get Started free:

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On this screen, since I am signed into Office 365 and just said Start:

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Next you will be presented with a welcome screen, Pick My organisation:

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Then choose Services, Search for Sales and Pick Microsoft Dynamics CRM Online:

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Choose Oauth2 for authentication and specify Organisation Data service URL:

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Once setup, you will have Sales Performance Dashboard in POWER BI!

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Now, For CRM Configuration

Go to Go to Settings > Administration > System Settings.

On the Reporting tab in the Allow Power BI tile embedding option, select Yes to enable.

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Cool, Now go to Sales-> Dashboards and Click New

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Select the POWER BI Tiles you want to choose:

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Hit Ok, same way select others and Save Dashboard.

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Awesome, Power BI right into your CRM Dashboard!

Hope it helps and Happy CRMing!

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