Skip to main content

Embed PowerBI Report to CRM Form

 Introduction : 

You can embed a Power Bi report on a Dynamics CRM form with below steps.

Note that below example is for report that does not need to be filtered with Dynamics CRM parameter. For filtering you can use the Power Bi embedder in XRM ToolBox.

Steps:

⦁ In Power BI (web) go to File -> Embed report-> Publish to web

 It will show above error if embed code creation is not active. For that Go to Settings -> Admin Portal-> Tenant Settings and Allow existing and new codes under Publish to web.


If already enabled or after enabling you will get below screen to create embed code.

You will get a link, copy that (Link you can send in email)


Now add an Iframe to the Dynamics CRM form and paste the coped link in URL. Uncheck Restrict cross-frame scripting and click Ok.

You will now see the Power BI report on the form where you added the Iframe.




Labels:

Comments

Post a Comment

Popular posts from this blog

Get Business Process Flow Stage Id using API Query

Developers may need to get the stage ids of BPF stages in order to use in power automate or JS. Here is a blog that will help. API Query-   https:// CRMURL.dynamics.com/ api/data/v9.0/processstages?$select=stagename&$filter=processid/workflowid eq BPFGuid   Eg: 1) Get the GUID of  Business Process Flow whose stage details you need. Replace below Query with Your CRM URL and BPF GUID. https://Test130.crm.dynamics.com/ api/data/v9.0/processstages?$select=stagename&$filter=processid/workflowid eq 9128E4D1-1234-4852-ABD0-A63A6ECA5C5D   Output:    The output will provide the stage name and ID.
Post a Comment
Read more

Power Automate to Access SharePoint Recycle Bin

Introduction : A ccess Recycle Bin of SharePoint using Power Automate. Steps: Actions: select "Send an HTTP request to SharePoint" Enter the below details: Site Address: Select your site address from the list. Method: GET Uri, Headers: Refer the screenshot below. Pls. Note: Trigger used was When a File is Deleted- SharePoint Connector. Select Action "Parse JSON" In parse JSON, the content is the body of HTTP Response Enter the below Schema: { "type" : "object" , "properties" : { "odata.metadata" : { "type" : "string" }, "value" : { "type" : "array" , "items" : { "type" : "object" , "properties" : { "odata.type" : { "type" : "string" }, "odata.id" : { "type" : "string" }, "odata.editLink" : { "t
Post a Comment
Read more

Dynamic, Multiple Recipients of D365 Email in Power Automate

When t he activity parties (TO, From, CC) ae static, we can easily send emails. However here is how we can set the activity party dynamically on the Email.    In above screenshot we can see the Activity party attribute is populated for single value and is static to only a single entity record GUID.   Solution: The create a record of Email message is as below, here we are entering the attributes of activity party, by clicking on "Switch to Input entire array" You will get the Array format, the participationtypemask is TO, FROM,CC while the partyid@data.bind is the email address. Now all you need to do is create a dynamic array, You can use append to array variable action to create an array with participationtypemask as per your requirement. Example: get all users whom you need to send email, append the user id to array. pass this array as input to the Activity Parties field in create an email record.  
Post a Comment
Read more