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“ Step-by-Step Tutorial: Embedding Power BI Dashboards in Dynamics 365 ”

Seamless data visualisation is the need of the hour for almost every business. Times are changing, and therefore, your tools’ ecosystems need some customisations too. And there is no better tool than Dynamics 365.

However, you might need to embed Power BI dashboards in D365 for better visualisation of data. The Power BI integration with Dynamics 365 provides an eagle-eye view, enabling you to track metrics on time and make informed business decisions.

Previously, we explored the difference between Power BI vs. Excel, highlighting how Power BI simplifies analytics and reporting compared to traditional spreadsheets.

You can also check out our related Power Platform guides — How to create a custom approval dashboard in Power Apps and how to generate and download PDFs directly from Power Apps Forms.

In this blog, we’ll take things a step further by showing you how to embed your Power BI Dashboards directly within Dynamics 365 for real-time insights.

Why Embed Power BI in Dynamics 365?

Analytics can be integrated directly into your operational system by integrating Power BI dashboards in Dynamics 365. Your users can drill into reports, view real-time visuals, and act on insights without ever leaving D365, eliminating the need to switch between tools. This strategy:

The integration is well-supported under D365 Implementation and Power BI implementation strategies because Microsoft views this as a first-class scenario.

Prerequisites & Planning

Before you start embedding the dashboard, make sure: 

Step By Step Tutorial: How to Embed Power Bi Dashboards in Dynamics 365

So, how to connect Power BI to Dynamics 365? Here is a step-by-step tutorial for you: 

Step 1: Create your Power BI report (or dashboard) and publish

Create your Power BI report
Power-BI-Dashboards
Create visualisations by configuring tooltips, legends, values, and other elements.​
Create visualisations by configuring tooltips, legends, values, and other elements.​
Click Publish once the images are ready.
In Power BI, select the workspace where the dashboard or report will be stored.

Visuals from the report can be optionally pinned to an existing or new dashboard, providing a “live tile” that can be embedded. 

Visuals from the report can be optionally pinned to an existing or new dashboard, providing a "live tile" that can be embedded.

Step 2: Enable embedding visuals in D365 (Dynamics 365 setup)

To Display Power BI reports in Dynamics 365, first follow the settings below:

  1. Go to Settings → Advanced Settings in Dynamics 365.
  2. Go to Administration and then System Settings or Reports (based on the version) in the traditional admin user interface.
  3. Locate the “Set whether users can embed Power BI visuals/visualisation embedding” (or “Allow Power BI embedding”) setting under the Reporting (or comparable) section.
  4. Switch it from “no” to “yes” (enable it).
Enable embedding visuals in D365

5. Since the embedding uses Power BI service authentication, comply with any consent prompts.

6.  Save/OK.

There are additional options for adding Power BI content after this is enabled. 

Once enabled, reload the Dynamics 365 user interface. Power BI Dashboard options should be visible under Dashboard > New.

Step 3: Embed a Power BI dashboard into Dynamics 365

When embedding is enabled, take these actions:

  1. Get to the Dashboards section of Dynamics 365.
  2. Choose Power BI Dashboard (also known as “Power BI embedded”) as the type after clicking New.
Embed a Power BI dashboard into Dynamics 365

3. Select the Power BI workspace and the dashboard you previously published (such as dashboard sample 01) from the dialogue box.

Select the Power BI workspace
Select the Power BI workspace

4. If supported, turn on the dashboard for unified clients (phones and tablets).

5. Click “Save.”

The dashboard will show up in your list of Dynamics 365 dashboards after it has been saved. A preview of the embedded dashboard might be shown to you.

Dynamics 365 dashboards

Step 4: (Optional) Add Power BI tiles or visuals to specific D365 forms or pages

If additional integration (beyond dashboards) is desired:

Note: In this case, the Dynamics 365 version, licensing (Premium, Embedded capacity), and permissions are essential.

Best practices to overcome any challenges in embedding Power BI dashboards in D365:

Conclusion

Embedding Power BI dashboards in Dynamics 365 brings powerful data insights directly into your business environment. It enables real-time visualisation, centralised reporting, and actionable intelligence—all within one system. 

Whether it’s for finance, operations, or sales, this integration ensures seamless decision-making and enhances productivity. 

At DHRP, we help businesses with Dynamics 365 Implementation and optimise Dynamics 365 Power BI reporting setups, ensuring that dashboards are properly configured, secure, and performance-ready.

From system setup to user training, our experts make sure your Power BI dashboards work efficiently within Dynamics 365, helping you turn data into strategic business outcomes.

The screenshots used in this blog are taken from this YouTube channel.

FAQs

You can embed Power BI dashboards in Dynamics 365 by enabling Power BI embedding in system settings, publishing your report, and linking it to a D365 dashboard from the Power BI workspace.

Integration involves publishing your Power BI report, enabling embedding within Dynamics 365 settings, selecting the workspace, and connecting the desired dashboard to your Dynamics 365 instance for seamless data visualisation.

Yes, you can display Power BI reports directly in Dynamics 365 dashboards by enabling embedding and selecting the required Power BI dashboard or report to appear within your D365 environment.

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