Portals are now becoming ubiquitous as a Customer / Partner / Employee engagement channel. They can provide valuable information to a large audience. There is a need to embed dynamic visualizations, dashboard and reports in a Portal. This is very much possible now using Power Apps and this blog discusses how visuals from Power BI can be embedded into Power Apps Portals.
In my earlier blog I had mentioned about getting started with Power BI and Dynamics 365 Power BI template apps. This is a continuation and Part-3 of the Power BI with Dataverse series of blogs.
An embedded Power BI dashboard can provide valuable information to the user when logged into the Power Apps Portal. Its great that one can create powerful visualizations but when the visuals drive insights and is showcased to a large # of users the value of the visual increases exponentially for the organization.
Power BI embedded in Power Apps Portals |
Assuming you have a Power BI report or dashboard ready and a Power Apps Portal created in the same environment. The following steps will help you embed a Power BI report in Power Apps Portals.
1. Configure Power Apps Portal
Go to Power Platform Admin Center and select your Portal
Enable Power BI visuals |
Click on Manage Power BI embedded service and select the workspaces that you have the Power BI reports and dashboards to be shown on the Portal.
Select Workspaces |
Now you have configured the Portal for embedding Power BI. While you are on the managing Portal select Portal Details copy the application ID of the Portal. It will be useful in the next step.
Portal App ID |
2. Set up Azure AD security group
We will need a Azure security group with the CRM Portal as a member. This security group will be given access to Power BI API. This will enable the display of visuals in the Portal.
Log in to Azure and create a new Security Group in Azure Active Directory.
Security Group |
Add member |
Allow to user Power BI API |
Add Power BI component |
Add Power BI visuals as component |
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