cancel
Showing results for 
Search instead for 
Did you mean: 

Fabric is Generally Available. Browse Fabric Presentations. Work towards your Fabric certification with the Cloud Skills Challenge.

Reply
Anonymous
Not applicable

Power BI and Dataverse/Dynamics 365 Sales security roles

Hi all,

I have a question.

 

I'm working on Power BI by retrieving data from my company's Dynamics 365 Sales.

 

My question is: are the Dynamics 365 Security Roles automatically inherited from Dataverse/Dynamics 365 Sales to Power BI or I need to create them within Power BI? Is there a way to get automatically this result?

 

For example, the Sales Specialist - that in my company can only see his own Opportunities - in a report regarding Opportunities in Power BI (if logged in with the same account) will see only his ones or all Opportunities?

 

Thanks,

Antonio

2 REPLIES 2
mscottsewell
Microsoft
Microsoft

Using the Direct Query method allows Power BI to retrieve, at runtime, data from Dataverse that the user is allowed, by Dataverse Security, to see.

 

Keep in mind that because the data is only retrieved as the user opens the report, there's some increased lag for the user vs. what they would see if the data had been pre-cached into Power BI.

Additionally, the best practice is to keep the datasets for DirectQuery very tight/small - 20K records is not too much. - Focus on individual user reports or very narrowly defined team reports. - not company-wide reports.

 

For users with system wide visibility in Dynamics already, (think sales leads, upper managers) - it's best to pull the data into Power BI in import mode to deliver much more responsive reports to those users.

nagamallika
New Member

I too facing same issue. Do I able get good answer?

Helpful resources

Announcements
PBI November 2023 Update Carousel

Power BI Monthly Update - November 2023

Check out the November 2023 Power BI update to learn about new features.

Community News

Fabric Community News unified experience

Read the latest Fabric Community announcements, including updates on Power BI, Synapse, Data Factory and Data Activator.

Dashboard in a day with date

Exclusive opportunity for Women!

Join us for a free, hands-on Microsoft workshop led by women trainers for women where you will learn how to build a Dashboard in a Day!

Power BI Fabric Summit Carousel

The largest Power BI and Fabric virtual conference

130+ sessions, 130+ speakers, Product managers, MVPs, and experts. All about Power BI and Fabric. Attend online or watch the recordings.