Forum Discussion
Power BI Server?
Hi, if you had a CRM like Salesforce, would connect it directly to Power BI and permission out sensitive informtion through Salesforce or would you purchase Power BI server and connect it through tha...
Hi Anonymous,
It depends on your needs. If you would like the user to view Power BI reports in Salesforce instance, you can take a look at this blog, but this feature is a little complicate.
Personally, I would suggest you create a Power BI report and publish it to your Power BI service, share reports via Power BI service. If the report isn't in a Premium workspace, the shared user to view report requires Power BI Pro license. See:
https://docs.microsoft.com/en-us/power-bi/service-features-license-type
https://docs.microsoft.com/en-us/power-bi/service-connect-to-salesforce
https://docs.microsoft.com/en-us/power-bi/service-how-to-collaborate-distribute-dashboards-reports
Best Regards,
Qiuyun Yu