{"id":31096,"date":"2022-03-21T09:09:49","date_gmt":"2022-03-21T03:39:49","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=31096"},"modified":"2022-03-22T09:10:02","modified_gmt":"2022-03-22T03:40:02","slug":"visualize-data-in-a-view-with-power-bi-service","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2022\/03\/visualize-data-in-a-view-with-power-bi-service\/","title":{"rendered":"Visualize data in a view with Power BI service"},"content":{"rendered":"<h2>Introduction:<\/h2>\n<p>In recent Microsoft releases many new features have been introduced. In this blog we will see how to use Power BI quick report (preview) on the view page in a model-driven app, to visualize CRM data.<br \/>\n\u2022 User can enable this feature from <a href=\"https:\/\/make.powerapps.com\/\" target=\"_blank\" rel=\"noopener\">https:\/\/make.powerapps.com\/<\/a> as shown below.<br \/>\n\u2022 Click on Apps on the left pane and select the app you would like to activate this feature on.<br \/>\n\u2022 Click on ellipses of the selected app, then click on Edit -&gt; Edit in preview<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-31094\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/1Power-BI.jpeg\" alt=\"Power BI\" width=\"1362\" height=\"657\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/1Power-BI.jpeg 1362w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/1Power-BI-300x145.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/1Power-BI-1024x494.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/1Power-BI-768x370.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/1Power-BI-660x318.jpeg 660w\" sizes=\"(max-width: 1362px) 100vw, 1362px\" \/><\/p>\n<p>\u2022 On edit screen, click on Settings button.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-31093\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/2Power-BI.jpeg\" alt=\"Power BI\" width=\"1360\" height=\"668\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/2Power-BI.jpeg 1360w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/2Power-BI-300x147.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/2Power-BI-1024x503.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/2Power-BI-768x377.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/2Power-BI-660x324.jpeg 660w\" sizes=\"(max-width: 1360px) 100vw, 1360px\" \/><\/p>\n<p>\u2022 Then navigate to features tab and toggle the Enable Power BI Quick Report Visualization button to Yes and then click on Save button.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-31092\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/3Power-BI.jpeg\" alt=\"Power BI\" width=\"979\" height=\"532\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/3Power-BI.jpeg 979w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/3Power-BI-300x163.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/3Power-BI-768x417.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/3Power-BI-660x359.jpeg 660w\" sizes=\"(max-width: 979px) 100vw, 979px\" \/><\/p>\n<p>\u2022 Now publish the app by clicking on the Publish button and then launch the app using the Play button.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-31091\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/4Power-BI.jpeg\" alt=\"Power BI\" width=\"1365\" height=\"654\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/4Power-BI.jpeg 1365w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/4Power-BI-300x144.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/4Power-BI-1024x491.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/4Power-BI-768x368.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/4Power-BI-660x316.jpeg 660w\" sizes=\"(max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p>Note: &#8211; This preview feature will work only if TDS endpoint is enabled in your environment.<br \/>\nKindly follow the below steps to enable the same.<br \/>\n\u2022 Navigate to <a href=\"https:\/\/admin.powerplatform.microsoft.com\" target=\"_blank\" rel=\"noopener\">https:\/\/admin.powerplatform.microsoft.com<\/a><br \/>\n\u2022 Choose Environment-&gt; Settings-&gt; Feature and make sure TDS endpoint is enabled.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-31090\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/5Power-BI.jpeg\" alt=\"Power BI\" width=\"938\" height=\"303\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/5Power-BI.jpeg 512w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/5Power-BI-300x96.jpeg 300w\" sizes=\"(max-width: 938px) 100vw, 938px\" \/><\/p>\n<p>\u2022 Now the button named Visualize this view is visible on the app ribbon for all entities which are available in the app. This button will be visible only when no record(s) are selected.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-31089\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/6Power-BI.jpeg\" alt=\"Power BI\" width=\"1365\" height=\"663\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/6Power-BI.jpeg 1365w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/6Power-BI-300x146.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/6Power-BI-1024x497.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/6Power-BI-768x373.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/6Power-BI-660x321.jpeg 660w\" sizes=\"(max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p>\u2022 For the first time after clicking on Visualize this view button, it will ask you to permit Power BI.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-31088\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/7Power-BI.jpeg\" alt=\"Power BI\" width=\"1091\" height=\"596\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/7Power-BI.jpeg 1091w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/7Power-BI-300x164.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/7Power-BI-1024x559.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/7Power-BI-768x420.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/7Power-BI-660x361.jpeg 660w\" sizes=\"(max-width: 1091px) 100vw, 1091px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-31087\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/8Power-BI.jpeg\" alt=\"Power BI\" width=\"976\" height=\"690\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/8Power-BI.jpeg 673w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/8Power-BI-300x212.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/8Power-BI-660x466.jpeg 660w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/8Power-BI-200x140.jpeg 200w\" sizes=\"(max-width: 976px) 100vw, 976px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-31086\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/9Power-BI.jpeg\" alt=\"Power BI\" width=\"850\" height=\"550\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/9Power-BI.jpeg 669w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/9Power-BI-300x194.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/9Power-BI-660x426.jpeg 660w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/p>\n<p>The user can use this feature only after been assigned the required Power BI License.<br \/>\nAfter clicking on the Visualize this view button, a new window opens and shows the visuals as below.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-31085\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/10Power-BI.jpeg\" alt=\"Power BI\" width=\"1099\" height=\"590\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/10Power-BI.jpeg 1099w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/10Power-BI-300x161.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/10Power-BI-1024x550.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/10Power-BI-768x412.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/10Power-BI-660x354.jpeg 660w\" sizes=\"(max-width: 1099px) 100vw, 1099px\" \/><\/p>\n<p>These visuals will be shown as per the view selected. You can enable field level filtering as well.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-31084\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/11Power-BI.jpeg\" alt=\"Power BI\" width=\"1102\" height=\"590\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/11Power-BI.jpeg 1102w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/11Power-BI-300x161.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/11Power-BI-1024x548.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/11Power-BI-768x411.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/11Power-BI-660x353.jpeg 660w\" sizes=\"(max-width: 1102px) 100vw, 1102px\" \/><\/p>\n<h2>Conclusion:<\/h2>\n<p>This feature further enhances the scope of visualizing and analyzing data by making it further interactive by using Power BI directly with the views inside Dynamics 365 CRM itself.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/map-my-relationships-dynamics-365-crm\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"alignnone wp-image-31097\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/mmr.jpg\" alt=\"\" width=\"848\" height=\"212\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/mmr.jpg 800w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/mmr-300x75.jpg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/mmr-768x192.jpg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/03\/mmr-660x165.jpg 660w\" sizes=\"(max-width: 848px) 100vw, 848px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: In recent Microsoft releases many new features have been introduced. In this blog we will see how to use Power BI quick report (preview) on the view page in a model-driven app, to visualize CRM data. \u2022 User can enable this feature from https:\/\/make.powerapps.com\/ as shown below. \u2022 Click on Apps on the left\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2022\/03\/visualize-data-in-a-view-with-power-bi-service\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[18,45,2361],"tags":[1339],"class_list":["post-31096","post","type-post","status-publish","format-standard","hentry","category-dynamics-365-v9-2","category-power-bi","category-technical","tag-power-bi"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/31096","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=31096"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/31096\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=31096"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=31096"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=31096"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}