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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Re: Error in Power BI ...
Small and medium business | Business Central, N...
Suggested answer

Re: Error in Power BI Report Builder with BC as Primary Table and CRM as Secondary Table

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Posted on by CU25111417-0 60
Hi,
BC primary table and CRM secondary table once report layout designed after run the report for Power bi report builder show the below error

Information is needed in order to combine data. Please specify a privacy level for each data source.

Query execution failed for dataset 'Merge'.

An error has occurred during report processing.

An error occurred during local report processing.
 
how shortout this error 
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Steven Renders Profile Picture
    Steven Renders 5,668 Moderator on at
    Re: Error in Power BI Report Builder with BC as Primary Table and CRM as Secondary Table
    More information is required to answer your question.
    What are you tying to do?
    Is there any information in Power Query? (data transformation)
     
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 2,351 Super User 2025 Season 2 on at
    Re: Error in Power BI Report Builder with BC as Primary Table and CRM as Secondary Table

    AI was used to create this answer
    This error occurs because Power BI Report Builder enforces privacy levels when combining data from different sources (Business Central and Dynamics 365 CRM). Since Business Central (BC) and CRM are separate sources, Power BI prevents merging them without explicitly setting their privacy levels.

    Solution Steps to Fix the Error

    Step 1: Change Privacy Level Settings in Power BI Desktop

    1. Open Power BI Desktop (not Report Builder).
    2. Go to File > Options and settings > Data source settings.
    3. Select the Business Central and CRM data sources.
    4. Click Edit Permissions and set Privacy Level to Organizational (not Private).
    5. Click OK, then Close.
    6. Refresh the data to check if the issue is resolved.

    Step 2: Enable "Ignore Privacy Levels" in Power BI

    1. In Power BI Desktop, go to File > Options and settings > Options.
    2. Under Global > Privacy, enable Ignore the Privacy Levels and potentially improve performance.
    3. Click OK and restart Power BI.

    Step 3: Republish the Dataset and Report

    1. Save and publish the corrected Power BI file to the Power BI Service.
    2. Ensure that the dataset is correctly refreshing in Power BI Service.
    3. Open Power BI Report Builder, connect to the updated dataset, and test the report again.

    Alternative Solution: Use Power Query to Merge Data Before Report Builder

    If the error persists, try merging BC and CRM data inside Power Query (Power BI Desktop) before using them in Report Builder:

    1. In Power Query, import both BC and CRM tables.
    2. Set both sources’ privacy levels to Organizational.
    3. Use Merge Queries in Power Query to combine the data before loading it into Power BI.
    4. Save and publish the dataset to Power BI Service, then use it in Report Builder.

    Final Recommendation

    • The best approach is to set the privacy level to Organizational for both data sources.
    • If needed, enable Ignore Privacy Levels for smoother data merging.
    • If the issue persists, pre-merge data in Power Query before using it in Report Builder.
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 19,182 Super User 2025 Season 2 on at
    Re: Error in Power BI Report Builder with BC as Primary Table and CRM as Secondary Table

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