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Embedded analytics

Concept

Embedded analytics places reports and dashboards directly inside the business applications where people work, such as Power BI reports embedded in Dynamics 365 forms, instead of in a separate analytics tool.

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Title graphic: Embedded analytics (Concept)
TypeConcept

Episodes about Embedded analytics

Embed Power BI and Fabric Analytics in Dynamics 365

2025-08-16 · Video on YouTube

Stop exporting Dynamics 365 data to Excel. Connect Dataverse to Microsoft Fabric, build an analytics model once, and embed Power BI directly inside Dynamics 365 (CRM/ERP) screens. With live, role-aware metrics (RLS), sales and ops teams act on fresh data…

Articles about Embedded analytics (1)

Frequently asked questions

Why avoid exporting Dynamics 365 data to Excel?

Exports go stale the moment they are created and create version drift, so teams spend time reconciling numbers. Embedded analytics show live data inside the app, which removes tab-switching and outdated snapshots. · From the episode: Embed Power BI and Fabric Analytics in…

How is data secured in embedded analytics?

Security is enforced with Microsoft Entra ID, sensitivity labels and row-level security. This gives role-aware metrics, so each user sees only the data they are allowed to see inside Dynamics 365. · From the episode: Embed Power BI and Fabric Analytics in…

Glossary

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Sources

Maintained by Mirko Peters (Microsoft MVP) · Last updated: