Forum Discussion

rodneyc8063_1's avatar
rodneyc8063_1
Icon for Helper V rankHelper V
5 years ago
Solved

Embed PBI Report in Dynamics 365 - Row Level Security?

My company is looking to implement Dynamics 365 and we came across an interesting scenario.   Lets say we create some reports in PBI (this is ok), and we then want to embed the reports into D365. I...
Need Help
  • v-deddai1-msft's avatar
    v-deddai1-msft
    5 years ago

    Hi rodneyc8063_1 ,

     

    >>If a user is logged into D365, then would the report just "work" without needing to authenticate the user?

     

    Yes , if you use the secure embed link directly , you need to log in to access to the report. But there are two methods, you can perform Single-Sign-On.

     

    • “User owns data”: each user of Dynamics 365 owns a Power BI account, and has access to the report that is embedded
    • “App owns data”: The users of Dynamics 365 don’t need a Power BI account. Instead, only one account is used for the integration. Dynamics 365 retrieves the credentials of this account to get the Power BI report. The account can be a “Master Account” or a “Service Principal”. The Master Account is like any other Power BI account. It should be used as a technical account and not be dependent on a user. The Service Principal requires no Power BI account. It is only registered in Azure, with no cost.

    For more details, please refer to https://dynamics-chronicles.com/article/study-power-bi-embedded-integration-dynamics-365

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

    Best Regards,

    Dedmon Dai

     

v-deddai1-msft's avatar
v-deddai1-msft
Icon for Community Support rankCommunity Support
5 years ago

Hi rodneyc8063_1 ,

 

>>If a user is logged into D365, then would the report just "work" without needing to authenticate the user?

 

Yes , if you use the secure embed link directly , you need to log in to access to the report. But there are two methods, you can perform Single-Sign-On.

 

  • “User owns data”: each user of Dynamics 365 owns a Power BI account, and has access to the report that is embedded
  • “App owns data”: The users of Dynamics 365 don’t need a Power BI account. Instead, only one account is used for the integration. Dynamics 365 retrieves the credentials of this account to get the Power BI report. The account can be a “Master Account” or a “Service Principal”. The Master Account is like any other Power BI account. It should be used as a technical account and not be dependent on a user. The Service Principal requires no Power BI account. It is only registered in Azure, with no cost.

For more details, please refer to https://dynamics-chronicles.com/article/study-power-bi-embedded-integration-dynamics-365

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

Best Regards,

Dedmon Dai

 

  • rodneyc8063_1's avatar
    rodneyc8063_1
    Icon for Helper V rankHelper V
    5 years ago

    Thanks for this Dedmon

     

    This is sufficient for us to continue to investigate on our side, I guess its not a very easy and simple "click and go" scenario it seems. Looks like theres a bit of set up 🙂

     

    But I at least have a good starting point thanks to you 🙂

     

    Thank you!