Step-by-Step Guide to Fix Power BI Dashboard Not Showing in Dynamics 365 Problem

When your Power BI Dashboard is not showing in Dynamics 365 make sure that implant is enabled in the system settings. Now you will need to verify that the control panel is correctly published to the Power BI workspace and confirm that the correct workspace and dashboard are selected in D365. It is also important to review user security roles and allow users access and verify data loading time.

If data is not showing, check for the empty data/rows or filters in the Power BI visual itself that might be hidden data as suggested. In this blog you will learn about Power BI Dashboard Not Showing in Dynamics 365.

What is a Power BI Dashboard in D365?

A Power BI dashboard in Dynamics 365 is a dynamic, interactive, single page view of the CRM data. It combines visuals such as charts, graphs and KPIs from various Dynamics 365 reports and data sources into one place for the real time insights. The Power BI pulls data directly from Dynamics 365 (like sales, Finance etc), transforming raw CRM data into meaningful visuals.

Key Characteristics

• Data Merging: Power BI integrates directly with Dynamics 365 combining data from multiple sources and transforming raw CRM data into actionable insights.
• Real-Time Automation: Provides real-time automation automatically updates the dashboards with live data providing current operational awareness.
• Interactive: The Dashboards provide drill down capabilities which allows users to explore data deeper views and specific roles or tasks.
• Native Integration with D365: Dynamics 365 has its own dashboards. Power BI offers greater flexibility, advanced analytics and the ability to combine the data from multiple sources.

Why Use It

• Enhanced Decision-Making: Spots trends, identifies top performers and understands business health at a glance.
• Improved Efficiency: Gets fast insights within an operational workflow in Dynamics 365.
• Huge Analytics: Provides basic charts and sophisticated analysis with advanced visual business and intelligence to get actionable and faster insights.

Causes of Power BI Dashboard Not Showing in Dynamics 365

The common causes of Power BI Dashboard Not Showing in Dynamics 365 problem is mentioned below.

• Integration Settings Missing: The Power BI Visualization settings have been set to NO in Dynamics 365 Check the settings properly and set it to yes.
• Permission Issues: Check for proper permission for the Users who lack Power BI or D365 security roles.
• Browser & Cache Problems: Older Browser data interfering with the display upgrade to the new browser or clear all the cache in the browser.
• Incorrect Configuration: Report not added correctly in Dynamics 365 or shared with the customers is due to the missing user permissions, or unshared dashboards.
• Security Restrictions: Dynamics 365 Security settings or browser policies block Power BI content; it is usually due to the Power BI service not knowing which user is viewing the report, or the user who has elevated the permissions in the Power BI workspace .
• Dataverse and TDS Endpoint Issues: The TDS endpoint settings or the user access control for data have been disabled in the environment settings or missing the user level security privileges or incorrect URL formatting in the power BI connector.
• Missing Files/Reports: The Dashboard has not been add to the Dynamics 365 interface or have been disabled in the settings missing the user permissions or failures which is the underlying dataset/workspace connection.

Steps to Solve Power BI Dashboard Not Showing in Dynamics 365

Here we explain some steps to fix Power BI Dashboard Not Showing in Dynamics 365 problem, mentioned below.

Check Your Licenses

Power BI dashboards will not appear if the required licenses are missing. Your user account must have an active Dynamics 365 license and a Power BI Pro or Premium license. If your license recently changed or expired, the dashboard may stop showing.

Use the Same Email Account

Dynamics 365 connects to Power BI using your login email. If you sign in to Power BI with one email and Dynamics 365 with another, the system cannot link the dashboard. Always make sure both applications use the same work or organization account.

Confirm Dashboard Sharing

In Power BI Service, the dashboard owner must grant you view or edit access and without this, Dynamics 365 will hide the dashboard.

Review Security Roles

Dynamics 365 uses security roles to control access. If your role does not allow viewing Power BI dashboards, the dashboard will not load. Only an admin can update your role to include the required permissions.

Enable Power BI Integration

Power BI dashboards will not appear if integration is disable. In Dynamics 365 system, go to the Settings → open the Reporting tab and confirm Power BI embedding is enable.

Publish the Dashboard

Now dashboards created in Power BI Desktop must be published to Power BI Service. Dashboards saved locally will not show in Dynamics 365.

Refresh the Browser

Sometimes the issue is browser-related. So first clearing cache or switching browsers can fix display problems.

Conclusion

In conclusion, if your Power BI Dashboard does not display in Dynamics 365 it is because of a technical issue of the platform itself but rather a configuration gap in licensing permissions or system settings. By following the above steps you can easily solve the problem of Power BI Dashboard Not Showing in Dynamics 365.