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MO_CRM_Manager
New Member

Linking to Dynamics 365 record from a report

Hi all

I'm new to this forum, so apologies if this question is already answered - I'd be grateful for a sign-post to it.

 

I have a report listing records from Dynamics 365 - I've succesfully added a link back to each record from the report - however my Users with 'Team licenses' for Dynamics have to use a different Dynamics App to access and get a 'forbidden' error.

 

I'm trying to find out how I can provide the link to the correct App from the PowerBI Report.

ie: When a team License user clicks on a link for a Contact they need to be taken to the Sales Team Member app in Dynamics.

When a Relationship manager clicks on a link for a Contact they need to be taken to my Relationship Management app.. etc

Thanks

1 REPLY 1
v-xiaotang
Community Support
Community Support

Hi @MO_CRM_Manager 

Thanks for reaching out to us.

Could you provide some screenshots? (1) your report with that links, (2) screenshots after your users click on the link. Thanks

 

Best Regards,

Community Support Team _Tang

If this post helps, please consider Accept it as the solution to help the other members find it more quickly.

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