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AlexeyRusinov
Helper II
Helper II

Transfer CRM Online security model into Power BI

Hello everyone,

 

Using CRM contect pack it is possible to import CRM data model to Power BI, including relationships.

Is there any way to import security model as well? So that BI users will see exactly same data as they see in CRM, without recreating all the roles and filters again? Maybe there is some solution already done for this purpose?

 

Thank you

1 ACCEPTED SOLUTION

I think the security model from CRM Online is imported in Power BI as well. There is no Security tab in data set produced by Power BI CRM Online Content Pack, and in Power BI I can see just the same data I see in Microsoft CRM, which is great.

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2 REPLIES 2
Greg_Deckler
Community Champion
Community Champion

I am not aware of anything like this.



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I think the security model from CRM Online is imported in Power BI as well. There is no Security tab in data set produced by Power BI CRM Online Content Pack, and in Power BI I can see just the same data I see in Microsoft CRM, which is great.

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