Filter iFrame in Dynamics based on user logged in

Hi AnneSophieD_ ,

To embed Power BI reports in Dynamics using an iFrame and have them automatically filter records based on the logged-in user, follow these steps:

1. Set Up Row-Level Security (RLS) in Power BI

• Create roles in Power BI to filter data by user. For example:

  [OwnerEmail] = USERPRINCIPALNAME()

  • Replace [OwnerEmail] with the column in your data that stores the user's email or identifier.
  • Assign this role in Power BI to dynamically filter data for the logged-in user.

2. Publish the Power BI Report

• Publish the report to your Power BI workspace.

3. Ensure Data Permissions Are Properly Configured

• Assign the correct roles to users in the Power BI service:
  • Go to the Security tab for the dataset in Power BI.
  • Add users or groups to the appropriate RLS role.

4. Get the Report URL

• In the Power BI service, go to the report and copy the Embed URL for the web.

5. Configure the Dynamics iFrame

• In Dynamics 365, navigate to the form or dashboard where you want to embed the report.
• Add an iFrame to the form:
  1. Open the form editor.
  2. Insert an iFrame control and set the URL to the Power BI Embed URL.
• Pass the current user's email or identifier as a filter parameter in the URL:

  https://app.powerbi.com/reportEmbed?reportId=...&filter=TableName/ColumnName eq 'CurrentUserValue'

  Replace:
  • TableName/ColumnName with the table and column you want to filter on.
  • CurrentUserValue with a placeholder for the logged-in user (see next step).

6. Pass the Logged-In User's Context

• Use Dynamics' JavaScript to dynamically inject the logged-in user's value (e.g., email) into the iFrame URL. For example:

  function setIframeUrl(executionContext) {
      var formContext = executionContext.getFormContext();
      var loggedInUser = Xrm.Utility.getGlobalContext().userSettings.userName; // Or userId
      var iframeControl = formContext.getControl("IFRAME_ControlName");
  
      var reportUrl = "https://app.powerbi.com/reportEmbed?reportId=...&filter=TableName/ColumnName eq '" + loggedInUser + "'";
      iframeControl.setSrc(reportUrl);
  }

  • Replace IFRAME_ControlName with the name of your iFrame control.

7. Test the Integration

• Save and publish the form/dashboard in Dynamics.
• Open the form as a user and verify the Power BI report filters correctly based on the logged-in user's data.

Notes:

• Make sure the Dynamics and Power BI users have matching identifiers (e.g., email or UPN) for filtering.
• Ensure the users have appropriate permissions in both Dynamics and Power BI to access the data and reports.

Please mark this as solution if it helps. Appreciate Kudos.

Hi AnneSophieD_ ,

Did the above reply help you? If so, please accept it.

In addition, this blog provides a comprehensive overview of different methods to embed Power BI in Dynamics 365, including security considerations and step-by-step instructions.

Study of Power BI embedded integration in Dynamics 365

Best Regards,

Stephen Tao

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