One of the most significant advantages of Microsoft Dynamics 365 is the strong integration capabilities it has with other products across the Microsoft ecosystem. Power BI is a crucial part of the ecosystem. Power BI offers the ability to bring in data and insights from disparate sources. It visualizes data, turning it into insights that can be shared across your organization. However, many users only use Power BI by uploading a report through the Power BI service or by creating a Power BI dashboard.
In this informative session, we’ll show you how to embed a Power BI report directly into a CRM record—and use information from the record to filter down the report. This can be useful for showing advanced reporting within the context of a record, e.g., seeing cases associated with an account.