web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Populate data in Power...
Microsoft Dynamics CRM (Archived)

Populate data in Power BI based on CRM Online user security roles

(0) ShareShare
ReportReport
Posted on by Gagandeep Singh 587

Hi,

Is it possible to populate the BI reports and charts on Power BI based on the user security role in Dynamics CRM. For example, if I'm the System Administrator on CRM and I create the Power BI reports and dashboards, of course I will be able to analyze the whole organizational data available on CRM, however if I share my Power BI dashboard with a sales person (who in CRM, is eligible to only see his records), must only see the reports based on the records he has access to in CRM and not everything.

To put it in other words, as I system administrator role on CRM I create the reports and dashboards on Power BI and I can see the Sales Pipeline of all the Sales executives in the organization, but if I share this dashboard with on of the sales executive, he should only see his sales pipeline.

Is this possible with Power BI? Does Power BI inherit the security roles from CRM and show only relevant data? Can this be achieved in Power BI? If yes, then how?

Thank you,

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    It is not possible to show the data in power bi like CRM security role. As of now, it is not possible. Hopefully in future it may come into picture.

    You can read below.

    survivingcrm.com/.../previewing-new-power-bi-experience-dynamics-crm

    Mansoor

  • Verified answer
    Gagandeep Singh Profile Picture
    Gagandeep Singh 587 on at

    Thanks for pointing out Mansoor,

    Here's an excerpt from the blog post which clarifies the question I asked.

    "What should a Dynamics CRM customer keep in mind when planning the future use cases for these new dashboards? For starters, there’s most likely not going to be a convenient way to filter the available data based on the CRM security model, on the same fine grained level of business units, security roles, record sharing, access teams, field level security and all the other features that are built into the functionality available within the Dynamics CRM application."

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans