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