Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Dynamics 365 Security Roles in PowerBI

Hi, I am trying to understand how data access (viewing rights) on PowerBI Dashboards, published in Dynamics 365, are handled. Data Access in Dynamics is limited to the security role a user has. So...
Need Help
v-cherch-msft's avatar
v-cherch-msft
Microsoft Employee
7 years ago

Hi Anonymous 

You may try to connect to Dynamics 365 in Power BI desktop follow this article: Use Power BI Desktop to connect directly to your Microsoft Dynamics 365 (online) instance.

After import data to desktop, you can create RLS role and utilize the role after publish to service, for more information, see: Row-level security (RLS) with Power BI. With RLS defined on Power BI side, each time user access the report will be applied.

Regards,

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Thanks Cherie Chen, in other words the security roles from Dynamics will not be applied to PowerBI. I need to define seperate roles in BI and assign them to Dynamic users? Does that also mean I have to define a seperate security role via RLS for each sales person in a group, so that they can only see their own data? That seems a bit cumbersome.