Data integration issue with crm dynamics 365

[Seethag]

Earlier, I was using my individual user account to create and publish dashboards in Power BI Service. Now, we need to use a service account for publishing since we are moving into the live system. Direct data extraction from Dynamics CRM is not possible with individual accounts, but the service account enables data access into production environment . Please confirm whether this service account requires a Pro license

[v-karpurapud]

Hi @Seethag 

I wanted to check if you’ve had a chance to review the information provided. If you have any further questions, please let us know. Has your issue been resolved? If not, please share more details so we can assist you further.

Thank You.

[v-karpurapud]

Hi @Seethag 

Thank you for submitting your question to the Microsoft Fabric Community Forum, and thanks to @rohit1991 and @tharunkumarRTK for offering helpful suggestions.

Could you let us know if the suggested solution resolved your issue?If you still need help, please share more details so we can assist you further.

Thank you.

[tharunkumarRTK]

@Seethag 

It depends. 

If your requirement is to keep service account as a owner for all your power bi assets like semantic model, report, App and the workspace, then yes your service account would require pro license.

If your requirement is to use service account to access the data in your dynamics CRM, then you can use that service account just for authentication purposes. From Power BI desktop, establish the connection using service account and import the data. Then while publishing the report to power bi service you can use your individual account (not the service account). After publishing the pbix, to refresh the semantic model you need to create a Source Cloud connection or a gateway connetion and map it with your semantic model. During that time, use the service account for authentication. Thats it, then you dont need provision a pro license for service account. (Please do note that, with this approach, you will be the owner for the power bi assets.)

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[rohit1991]

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.