Finally, let's say a sales manager logged in to Dynamics CRM and wanted to see the same sales pipeline information by Stage, Territory, or Practice, which he has been looking at in the Power BI for Office 365 sites, but does not want to leave Dynamics CRM.
In this chapter, we will show you various options of how to access sales productivity dashboards and reports from Dynamics CRM with a simple HTML page and menu items from the main navigational section. We will use a published web resource that we loaded to our Dynamics CRM instance, linking us to the Power BI for the Office 365 sales productivity dashboards and reports. We will perform this by:
Learning how to configure the Dynamics CRM solution
Adding a HTML menu web page with a web resource to Dynamics CRM that links to the Power BI sales productivity dashboards and reports
Reviewing issues with OOTB IFrames and future additions to Dynamics CRM with Power BI