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RicLup's avatar
RicLup
Icon for Helper III rankHelper III
5 years ago
Solved

Power BI Conditional Access to CRM Dynamics

Hi Guys;

 

I would like to help me to know if exist some option to disabled the access and get data from Power BI Desktop to CRM Dynamics. The idea  is limit the access to some users get not connect and extract data to PBI and create reports, but this users can access and work normally in CRM dynamics portal.

 

I only need block the access to CRM Dynamics when the user try to connect from Power BI.

 

I was reading about Azure Conditional Access, but i don´t found a similar option that i  can apply in my need.

 

Regards and thanks for follow up my topic.

3 Replies

  • v-xulin-mstf's avatar
    v-xulin-mstf
    Icon for Community Support rankCommunity Support

    Hi RicLup,

     

    The one way is to create AAD/Office group for users which can access to CRM Dynamics, add Contacts to those groups, and create roles in PBI desktop file accordingly.

    About how to set up RLS in power bi, please refer this:

    https://key2consulting.com/how-to-setup-row-level-security-rls-in-microsoft-power-bi/

     

    Best Regards,

    Link

     

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

     

    • RicLup's avatar
      RicLup
      Icon for Helper III rankHelper III

      Thank you for the answer v-xulin-mstf, the situation is for developers not to users, The RLS can works to users that only need view reports, no problem with the viewers.

       

      My problem is any people with CRM access credentials, can create reports in PBI Desktop and share them, in the company we need to apply some restrictions, because we need official reports created by authorized developers.

      • v-xulin-mstf's avatar
        v-xulin-mstf
        Icon for Community Support rankCommunity Support

        Hi RicLup,

         

        Based on my research, It is not supported.

        Please refer this for details.

         

        Best Regards,

        Link