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farhansiddiqi
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1 year ago
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Dynamics 365 Security Roles Data Authorization in Power BI

Power BI has been used for complex reporting and dashboard tool in Dynamics 365 implementations. It is Microsoft recommended business intelligence tool and provides out of the box connector for Dynamics 365 (Dataverse). Reports and dashboards created in this tool can be embed in Dynamics 365.

However, Power BI does not implement the data authorization according to Dynamics 365 security roles. This can only acheived through additional implementation of row level security in Power BI which is additional effort and cost. This is a challenge when this tool is used for main reporting and dashboard requirements in financial industry. End users always need to see the data according to their privileges. 

So I would like to suggest that Power BI should support the synchronization of Dataverse security roles implementation in Power BI tool. For example, Fetch XML reports in SSRS, in on premise implementations Filtered views can be used in reporting. Currently, Power BI row level security is as option but it is additional implementation.  

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