Microsoft Dynamics 365 Customer Experience Analyst : Embed Power BI dashboard, reports, and tiles
In Power BI, dashboards, reports, and tiles are key building blocks that present and organize data insights. A dashboard is a single-page, interactive canvas that displays a curated collection of visuals, KPIs, and data snapshots, allowing users to monitor important metrics at a glance. Reports are multi-page, detailed presentations of data, where each page can contain multiple visuals, filters, and drill-throughs for deeper analysis. Tiles are individual visual elements—such as charts, cards, or maps—that you pin from reports or datasets onto a dashboard, letting you create a customized view of the most critical information. Together, dashboards provide quick, high-level monitoring, reports support in-depth exploration, and tiles enable personalization, making it easy for organizations to track performance, analyze trends, and share insights across teams.
- Users sign in with their Azure AD credentials and see content they’re authorized to view in Power BI.
- Best for internal dashboards and apps.
- Content is embedded in an external app where end users don’t have Power BI accounts.
- Requires a Power BI Embedded capacity (Azure) or a Premium workspace.
- The app authenticates with a service principal or master account and generates an embed token.
- Simplest method; generates an iframe link.
- No authentication, so data is publicly accessible (not recommended for sensitive data).
- Build your dashboard, report, or tile in Power BI Desktop → publish to a workspace.
- Choose an appropriate workspace (Premium or Pro).
- Assign roles: Viewer, Member, Contributor, or Admin.
- Use the Power BI REST API or SDKs (JavaScript, .NET, Python).
- The token contains dataset/report/dashboard IDs and defines what the user can access.
- Load the embed code into your app using `powerbi-client` library.
- Configure settings such as filters, page navigation, or custom layouts.
- Validate permissions, refresh intervals, and responsiveness.
- Apply row-level security (RLS) for user-specific views.
- Use Row-Level Security (RLS) to restrict data by user.
- Cache data or use DirectQuery for real-time performance depending on the use case.
- Monitor capacity usage if you’re running in Power BI Embedded or Premium.
- Give users actionable insights inside the tools they already use (CRM, ERP, portals).
- Improve adoption of analytics by removing context switching.
- Enhance customer apps by adding branded, interactive reports.
- Dashboards are great for quick KPIs.
- Reports offer deep, interactive analysis.
- Tiles let you surface a single, focused visual.
Published on:
Learn more
Related posts
Deep Dive into Editing Semantic Models in the Power BI Service (Generally Available)
We are thrilled to announce that editing semantic models in the Power BI service is now generally available! This milestone unlocks end-to-end...
Retiring Power BI “Visualize the List” and “Visualize the Library” Features in SharePoint Online
Power BI’s legacy “Visualize the List” and “Visualize the Library” features in SharePoint Online will retire bet...
Finding Power BI Queries And Refreshes That Have Been Throttled With Workspace Monitoring
A lot of new documentation was published recently around Fabric capacities, including documentation on how to size and govern capacities and h...
Power BI Update - September 2025
Power BI September 2025 Feature Summary
The Power BI September 2025 Feature Summary introduces updates for users and coincides with FabCon Vienna! This release introduces several key...