20 Jun’16

BIAdd or Edit Power BI Tiles in CRM Dashboard


Latest CRM Update1 version environment account (purchase account not in trial account), Power BI account

Purpose of the setup:

Embed Power BI tile in CRM dashboard.


Here we have a CRM Update1 purchase account where I will be demonstrating the new feature in CRM where we can embed Power BI tiles in CRM dashboard.

Before we actually start embedding Power BI Tile into CRM dashboard we first need to do some setting for enabling Power BI tile option in toolbox.

Note: Only available in Purchase account with CRM Update1 Feature.



Once we are done with these basic setting we can start creating Dashboard in CRM.

For that click on the hamburger menu -> goto Sales Area -> click on Dashboard Entity.

Then click on ‘New’ option in the ribbon at the top. On clicking on ‘New’ option it will ask the type of layout you need.

Select the type of Layout you need among the options provided.

Give appropriate name to the dashboard. Now after the enabling of Power BI tile in CRM dashboard we can see a new option to import Power BI tile in our dashboard. Click on the POWER BI TILE option in the ribbon.

A new window will appear which will contain the list all dashboards and related tiles. Select the Power BI Dashboard you want and then select the Tile from that dashboard. The selected tile will be displayed below in the same window. Once you get the appropriate tile you need click on OK.

You can see the Power BI Tile in the CRM dashboard.

Note:  We need to have Power BI account linked with this CRM account to get the dashboard and tiles details.

Similarly, go on repeating the steps to get other tiles in the CRM dashboard.

When done with designing the dashboard click on SAVE. Your Dashboard will be saved.

Now, if you want to view the Dashboard again then follow the same steps

Hamburger menu -> Sales Area -> Dashboard Entity.

Click on the dashboard list and in MY Dashboard type we will get the dashboard created by us.

The created dashboard will be displayed.


Written by

Team Member


Leave a Reply

Your email address will not be published. Required fields are marked *

Time limit is exhausted. Please reload the CAPTCHA.

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • Reading more then 10K records in D3FOE OData API

    11 July’ 2018

    Introduction: We all know Dynamics 365 Finance and Operations has limitation of 10K records to be fetched at a time usi...

    Read more
  • Paging in D365 Customer Engagement v9.0

    10 July’ 2018

    Introduction: The Xrm.retrieveMultipleRecords method is used to retrieve a collection of records in Dynamics 365 Custom...

    Read more
  • Set up Dynamics 365 connection in Microsoft Social Engagement

    10 July’ 2018

    Introduction: This blog explains how to Set up Dynamics 365 connection in Microsoft Social Engagement. Steps to be follo...

    Read more
  • Voice of the Customer failed to install

    10 July’ 2018

    Introduction: Many people face issues in installing Voice of Customer solution on v9 environment and trying repeatedly ...

    Read more
  • Scribe Insight AX as a Web Service Find Block issue

    10 July’ 2018

    Introduction: If we need to look up for any value from AX then we do it by using a Find Block in Scribe Insight Eg: Basi...

    Read more

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.