Power BI report embedded in a Model-Driven App form provides seamless integration of rich visualizations directly within your app's data context. This setup ensures users can view and interact with critical insights in real-time, streamlining decision-making without leaving the app environment.
Steps to Set Up Power BI report in Model driven app Form
1. Download XRM Toolbox
Download XRM Toolbox from this webpage: Home · XrmToolBox
2. Create connection to Dataverse in XRM toolbox
Click the Connect button in the upper-left corner of the XRM Toolbox.
Create a New Connection.
Connect using the Connection Wizard.
Enter your Environment URL (found in the Environment setup or within the Model-Driven App)
3. Get Power BI Embedder tool in XRM toolbox
Go to the Tools tab and select the Power BI Embedder tool.
4. Create and Publish Power BI report into Power BI service
Publish the Power BI report to a Power BI service workspace that users from the Model-Driven App have access to.
5. Add new Tab in Model driven app Account form
Add a new tab to the Model-Driven App main form where you want to embed the Power BI dashboard published in step #4.
6. Set up XRM toolbox Power BI Embedder
Fill in the XRM Toolbox Power BI Embedder form:
Entity: The entity where you want to embed the Power BI report.
Form: The main form where you added a tab in step #5.
Tab / Section: The tab created in step #5 with the section on it.
Group ID in Power BI Config: The ID part of the Power BI report URL found after
/groups/.Report ID in Power BI Config: The ID part of the Power BI report URL found after
/reports/.PBI Table Filter: The name of the Power BI table (e.g., "Customers" in my case).
PBI Column: The name of the Power BI column to be filtered (e.g., "Customer" in my case).
CDS Field: The name of the field in the entity to be filtered (e.g., "Name" in my case).
In this example, I am filtering the field in Dataverse as 'Customers[Customer]' in Power BI.
Final Power BI dashboard embedded into Model driven app main form
The result is a seamlessly integrated Power BI report within your Model-Driven App form, offering a streamlined, context-rich data experience. This setup helps you:
View and interact with key insights directly in the app without switching contexts.
Embed relevant visualizations tailored to specific entities or forms.
Ensure users access real-time data aligned with their workflows.
Enhance productivity and decision-making by connecting data insights to operational tasks.
Embed your Power BI report in a Model-Driven App form today for smarter, more efficient data-driven operations!
