Embed Power BI Report to D365 with Filtering

[raymond_zedov]

Hi,

We have a Power BI report currently loaded to service that provides a profile of our clients. Users of the report can filter the report to a specific client using a slicer. 

We'd like to embed this report to the account page in Dynamics 365. For ease of access we'd like the filtering of the dashboard to be dynamic. For example, if I am viewing the account page of client ABC, I'd like for the Power BI report on that page to automatically filter to client ABC. Is this dynamic filtering possible? If so, could you share the configuration steps? 

[v-qiuyu-msft]

Hi @raymond_zedov, 

You can create RLS roles in Power BI side and to restrict data access for given users. For detail information, you can see below documents: 

https://docs.microsoft.com/en-us/power-platform-release-plan/2019wave2/microsoft-powerapps/power-bi-...

https://docs.microsoft.com/en-us/power-bi/service-admin-rls

Best Regards,
Qiuyun Yu