Forum Discussion
Data integration issue with crm dynamics 365
Hi Seethag
Yes, the service account will need a Power BI Pro (or Premium Per User) license. Power BI treats that account just like a normal user. Without a license it won’t be able to publish reports, own datasets, or run scheduled refresh against Dynamics 365. If your workspace is on Premium capacity, the viewers don’t need Pro, but the account that actually publishes and refreshes still does. The safe approach is to assign the service account a Pro license, give it the right CRM security role so it can access production data, and use it for all publishing and refresh tasks so everything runs under one consistent owner.
Hi Seethag
Yes, the service account will need a Power BI Pro (or Premium Per User) license. Power BI treats that account just like a normal user. Without a license it won’t be able to publish reports, own datasets, or run scheduled refresh against Dynamics 365. If your workspace is on Premium capacity, the viewers don’t need Pro, but the account that actually publishes and refreshes still does. The safe approach is to assign the service account a Pro license, give it the right CRM security role so it can access production data, and use it for all publishing and refresh tasks so everything runs under one consistent owner.