Forum Discussion

PowerBI001's avatar
PowerBI001
Frequent Visitor
8 years ago
Solved

Using RLS with Dynamics CRM Online

Has anyone managed to achieve this using USERNAME() and RLS (Row Level Security). I've been trying for a number of hours now and it just doesn't seem to work.
  • v-jiascu-msft's avatar
    v-jiascu-msft
    8 years ago

    Hi PowerBI001 ,

     

    RLS wouldn't work on the owner of the dataset. Because the owner can edit both the dataset and reports. RLS aims at controlling the data access rather than something like filtering. You can run "Test as role" to see the effect.

    According to my test, RLS works as expected. 

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Best Regards!

    Dale

     

     

PowerBI001's avatar
PowerBI001
Frequent Visitor
8 years ago

Hi, v-jiascu-msft,

 

I have no other users to share it with currently, I'm trialling whether this works, and then I will buy a subscription.

 

Could you test whether the owner of the dataset is unable to view the data with RLS applied?

 

Thanks

v-jiascu-msft's avatar
v-jiascu-msft
Microsoft Employee
8 years ago

Hi PowerBI001 ,

 

RLS wouldn't work on the owner of the dataset. Because the owner can edit both the dataset and reports. RLS aims at controlling the data access rather than something like filtering. You can run "Test as role" to see the effect.

According to my test, RLS works as expected. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Best Regards!

Dale

 

 

  • PowerBI001's avatar
    PowerBI001
    Frequent Visitor
    8 years ago

    Thanks v-jiascu-msft.  I can confirm this is the case with my testing also. :)