Contact Specific Dashboard in dynamics 365 Portal

Trushna12 — Sat, 26 Jun 2021 06:06:41 GMT

Hello All,

I have embedded my power bi dashboard into dynamics portal. But then i have to show different dashboards to thoes contacts who belong to different account and the same dashboard who belong to same account.

Eg. : If contact_A and contact_B Belong to account_AB then both contact_A and contact_B will able to see same dashboard.

but if contact_C belong to account_C then different dashboad will be shown to him.

Basically the dashboard will be filter based on the logged in users account. But i have no idea how can i achieve this!

Please suggest any ideas.

Regards,

Trushna

Re: Contact Specific Dashboard in dynamics 365 Portal

Anonymous — Mon, 28 Jun 2021 09:23:48 GMT

Hi @Trushna12

What kind of emebd did you use to embed your dashboard, embed for customer or embed for orgainzation?

If you use embed for orgainzation, all users should in the same tenant, users need to sign in their Power BI account and they could only see the dashboard that they have access.

If you use embed for customer, users don't need to sign in and there are two authentication methods: Service Principal or Master User. They will get access to the dashboard by embed token.

You seem to show different dashboard for different users, if users are in same organization, you can try embed for organization.

Best Regards,

Rico Zhou

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Contact Specific Dashboard in dynamics 365 Portal

Re: Contact Specific Dashboard in dynamics 365 Portal