Display PowerBI Dashboard inside Dynamics Portal

In this article we will discuss that how can we show a PowerBI dashboard inside Dynamics Portal.

Before going further I will tell you the basic steps for displaying PowerBI Dashboard of Dynamics Portal. The major key points are:-

1. Create a PowerBi Dashboard.

2. Publish PowerBI Dashboard

3. Display on Dynamics Portal

Create a PowerBI Dashboard:-

First we have to create a Dashboard that would be in usedd for further process. So we will create it accordingly.

Note:- here I have created a dashboard using PowerBI desktop App and imported it to an online PowerBI.

Publish PowerBI Dashboard:-

After creation of a Dashboard we will publish it.

A. So first Click on Workspaces.

B. Now select a Workspace.

C. After that select the Dashboard and click on File section as shown in below screenshot.

D. Now click on Publish to Web.

E. A new popup will appear, Click on Create embed code.

F.  Now Click on Publish.

G . A new popup will appear. So now Copy the HTML code(iframe tag).

Display on Dynamics Portal:-

Now we have a iframe tag and we can use it according to our requirement. I am going to create a new Web Template and use this iframe inside my Web Template.

After that I will create a Page Template and will use this Web template inside Page Template.

Now I will create a Web Page and use created Page Template.

After that I will add a link with name Dashboard to the Primary Navigation.

Now Come to Portal and we are able to display the Dashboard inside our Dynamics Portal.

Important Links:- 

https://docs.microsoft.com/en-us/business-applications-release-notes/october18/service/dynamics365-portal/power-bi-embed

https://docs.microsoft.com/en-us/power-bi/service-publish-to-web

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/store-content-web-templates

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/create-custom-template

Setup PowerBI in Dynamics Portal

In this article, step by step I will explain you how to Setup PowerBI inside Dynamics Portal.

Power BI is a Data Visualization and Business Intelligence tool that converts data from different data sources to interactive dashboards and BI reports. 

Let’s Integrate PowerBI to Dynamics Portal.

1.  First open the Admin centers of dynamics 365 Using Url https://admin.microsoft.com/Adminportal/Home#/homepage

2. Now click on Admin Center and then click on Dynamics 365.

3. A new tab will open. select the Applications tab.

4. Select the name of the portal for which you want enable Power BI integration.

5. And now click on Manage.

6. A new tab will open. It will look like as shown below.

  

7. Now Click on Set up Power BI integration  and then click on Enable Power BI visualization.

8.  A Popup will appear. Click on Enable.

9. Another Popup message will appear and show PowerBI visualization has been successfully enabled.

Reference:-  https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/set-up-power-bi-integration

Creating a first App with Microsoft PowerApps

In this article, step by step I will explain you how to create an App using Microsoft PowerApps.

First we have to setup a PowerApps account. We can setup an account using https://powerapps.microsoft.com. We have to setup an account using Organization email address.

Creating an App:-

After creating an account we can see the home dashboard.

     

So let's start creation of App. Now we can see a list of navigation on left side.

First Click on Apps. After that a new page will open, here is an option of Create an app, So click on that. Now here we can see two options Canvas and Model drive. So in this article we are going to create a Canvas app. Now Select Canvas.

Now in next step we are going to select Dynamics 365 Phone Layout.

 After that it will ask for a connection, So select New Connection.

 Now it will show a list of different different types of Connections and we will selecct Dynamics 365 and then click on Create.

Now Select a DataSet.

After that Choose an Entity(Table) and click on Connect.

Now we can see a PowerApps development Studio.

It has created three screens automatically. The screens are : 1. List View, 2. Detail View and 3. Edit View.

We can see on left navigation, here it is showing screens.

1. List View:-  It will contain a list of records.

2. Detail View:-  It will contain a detailed section of a record.

3. Edit View:-  It will contain an edit view of a record.

Saving App:-

Don’t forgot to save an App. So click on File in top menu. After that there a new page will apear and there will be two options : 1. The Cloud and 2. The Computer.

Now select the Cloud option and put an app Name and Save it.

Run App:-

An App is created and also saved, Now we need to Run it, So now click a Play icon on right side in top navigation bar. Also we can run it using F5 keyboard key.

Modify Fields on View:-

Obviously, we need to add or remove some fields on Forms, So we are going to add a field on Detail View.

We will add an Entity Image field on form for displaying the image of Contact.

So Now click on Detail Form as shown in Screenshot. After that click on Properties on right side and then click on edit field. A popup will display. Now click on Add field and then select a field as we are going to select Entity Image and then click on Add.

 Now Run the app and we can see the Image at bottom of a related contact.

Update the Theme of an App:-

Now let's discuss that how can we apply a theme to an App. PowerApps provide some themes. So let we are going to change the theme of App.

First click on Home inside top navigation and then click on Theme. A popup window will display a list of themes. We will select a Dark theme. Now changes will apply and it will looks like as shown in below screenshot.

Thanks for reading the article. I hope it will help you. Cheers….!!!!