Technical requirements
To work with Dynamics 365 Customer Engagement, it is necessary to have an environment with one of the supported licenses. However, the topics covered in this chapter do not require any Dynamics 365 application.
The following are required for this chapter:
- Any Dynamics 365 Customer Engagement license (any of the available ones) with administrator permissions in an environment
- Any Power BI license
- Power BI Desktop
- A supported browser
Note
It is important to remember that for a user to access a Power BI report or dashboard, even if it is embedded in Dynamics 365, the user must have the correct Power BI license and be authorized to consume the content.