Embed PowerBI Report to CRM Form with filters using Power BI Embedder

Introduction:

You can now add your Power BI report to Dynamics CRM form and also add filters to the report easily with Power BI embedder tool of XRM Toolbox.

Explanation:

Download Power BI Embedder in XRM Toolbox and connect to your organization

Chose the D365 CRM Entity, Form, Tab, Section where you want to embed the Report.

In formatting change the rowspan to ensure the report fits on the page as needed.

In Power BI Config add the Group ID, Report ID and Page

you will find this on the report URL in Power BI

https://app.powerbi.com/groups/98765ty7-nju7-567y-vft5-12345678yytr/reports/4fb4555-9d54-yyff-9987-f49999999999/ReportSection5afdbb2222228c4221

Group ID- Yellow

Report ID- Red

Page - Green

click on the filter checkbox to add filter

PBI table - Name of table in Power BI that contains the field to be filtered

PBI Column - name of field to be filtered as per Power BI

CDS Field- select the CDS field from dropdown, this will be the equal to value of filter.

Note that PBI Table and Column are case sensitive.

Click on Publish Report and you can refresh dynamics form to view the embedded report.

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