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Hi everyone,
When trying to load data from the task table (Dataverse / Dynamics 365) into Power BI, I’m getting the following error:
DataSource.Error: Microsoft SQL: {"Message":"Principal user (Id=da26697f-4a8e-e811-8171-e0071b66a071, type=8, roleCount=4, privilegeCount=158, accessMode='0 Read-Write', AADObjectId='72f0c0c7-c32a-42f2-9623-6b504ef65d59', MetadataCachePrivilegesCount=13331, businessUnitId=2266e753-6e22-e611-80e1-5065f38adae1), is missing prvReadActivity privilege (Id=650c14fe-3521-45fe-a000-84138688e45d) on OTC=4220 for entity 'untrackedemail' (LocalizedName='UntrackedEmail'). context.Caller=da26697f-4a8e-e811-8171-e0071b66a071. Consider adding missed privilege to one of the principal (user/team) roles."}
RequestId: TDS;e7614ce0-37c5-419a-9373-79eee5a90e7d;25
Time: 2026-01-27T14:38:11.7625344Z
Details:
DataSourceKind=CommonDataService
DataSourcePath=integritypartners.crm4.dynamics.com
Message={"Message":"Principal user (Id=da26697f-4a8e-e811-8171-e0071b66a071, type=8, roleCount=4, privilegeCount=158, accessMode='0 Read-Write', AADObjectId='72f0c0c7-c32a-42f2-9623-6b504ef65d59', MetadataCachePrivilegesCount=13331, businessUnitId=2266e753-6e22-e611-80e1-5065f38adae1), is missing prvReadActivity privilege (Id=650c14fe-3521-45fe-a000-84138688e45d) on OTC=4220 for entity 'untrackedemail' (LocalizedName='UntrackedEmail'). context.Caller=da26697f-4a8e-e811-8171-e0071b66a071. Consider adding missed privilege to one of the principal (user/team) roles."}
RequestId: TDS;e7614ce0-37c5-419a-9373-79eee5a90e7d;25
Time: 2026-01-27T14:38:11.7625344Z
ErrorCode=-2146232060
Number=40000
Class=16
State=1
ConnectionId=e7614ce0-37c5-419a-9373-79eee5a90e7d
Full details:
I’m not querying untrackedemail directly — I’m only trying to read the task table — but Dynamics still throws this error.
Which exact privileges must be added to the user to allow reading the task table through Power BI, without granting overly broad roles?
Is the minimum set:
Or are there additional Activity-related privileges required for Power BI to read task?
I’d like to grant only the minimum permissions needed for successful data refresh.
Thanks in advance for your help!
This behavior is expected.
Task is an Activity table in Dataverse.
When Power BI reads Task, Dataverse validates permissions across the entire Activity family.
That includes UntrackedEmail, even if it is not queried directly.
If read access is missing on any activity subtype, the refresh fails with prvReadActivity.
Minimum permissions required
Grant read-only access:
Core Records → Activity → Read (Organization level)
Custom Entities → UntrackedEmail → Read (Organization level)
No Create, Write, Append, or Append To permissions are required for Power BI refresh.
Recommended approach
Create a custom role with only the permissions above
Assign it to the Power BI user or service account
Clear Power BI cached credentials and refresh
This avoids assigning broad roles while satisfying Dataverse activity checks.