Hi Experts. Hope every one doing good.
I am new to Power BI. I have a requiremet on Power BI reports, Please guide me to implement it.
Connector : Dataverse (Dynamic 365 CRM)
Connectivity mode : Import
Target Table/entity : Incident/Case
Requirement : Need to implement Dynamic 365 security model in Power BI Reports. Below are the senarios.
1. When user A logs in, user A must see his/her owned records only.
2. When user A logs in, user A must see his/her owned records, team member records and reords shared to that team. (User A is like Team lead)
EX : Sales Team has user A, user B, user C..
When user A logs in, he should see user A,B,C records and also records shared to the sales team.
3. When user A logs in, user A must see his/her Business unit records.
EX: India business unit has user A, user B, user C..
When user A logs in, he should see user A,B,C records and not other Business unit records.
4. When user A logs in, user A must see his/her Business unit records and all child business unit records.
EX: India (user A)
Hyd (user B) Ban (user C)
Hyd 1 (user D) Hyd 2 (user E)
in above scenario User A should see, user A,B,C,D,E records.
Please help me in this requirement.
Solved! Go to Solution.
you can do it from Power BI Desktop in Manage Role, so on the dataset you can define user
Example your A,B,C,D so on
A is the team leader, he/she can see all the sales unit and terratory for that you can direct share report to A inside Power BI services to his User ID and from there you can click to manage permssion and share this to user A, but other user let's say
User B is handeling North region sales, C is handling south, D is east accordingly so while creating report into Power BI Desktop you can manage what terrotory or sales numbers you want user can see into Power BI desktop in manage role inside modeling Tab then after publishing the report you can go to my workspace and from there you can click to report and go to manage permission and from there you can share the whole report with user A so he can see user A,B,C,D data and from the same permission you can share the role security that you built in power bi desktop with user B,C,D so they can only access their relavent sales number, figures, units and terrotery and this is how you can achieve this so when they login Dynamics CRM they will only be able to see their relavent figures.
Accept this as a solution if this resolves your problem.