Applies to Product -Dynamics 365 Customer Insights - Data
What’s happening?
The user is attempting to embed a Power BI report on the Account main form in Dynamics 365 Sales using a public URL and the HTML Web Resource component. The report displays on the Account form but fails to pass the Account ID parameter to filter the report.
Reason:
Passing parameters like the Account ID requires contextual filtering, which is only supported through the native Power BI control embedded directly in the form, not via custom HTML or IFRAME.
Resolution:
To enable filtering of the embedded Power BI report based on the Account record, Use Native Power BI Control with Contextual Filtering
Add or update the <PowerBIFilter> element in the <parameter> block as follows:
<PowerBIFilter>
{
"Filter": "[{\"$schema\":\"basic\",\"target\":{\"table\":\"Account\",\"column\":\"accountid\"},\"operator\":\"In\",\"values\":[$a],\"filterType\":1}]",
"Alias": {"$a": "accountid"}
}
</PowerBIFilter>