Allowing oData feed access to external users for Power BI

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Posted on by Jason Yeung

Hi,

I've setup an external account on our Dynamics CRM. This will be used by a third party company to connect to our CRM in order to develop Power BI reports. They're connecting via an oData feed url that I've provided. Because they're only developing Power BI reports, I've given this account mainly read only access to the various entities. I've created a role with read only access to the entities and only assigned this role to the external account.

When they tried to connect to the CRM with the external account, they won't authenticate. They're using the Basic authentication. Below is the error they're receiving (I've masked our environment and the email of the external account for security purposes):

I was wondering what is the minimum permissions I should give this user to allow them to connect to our CRM via OData? As they're an external user, I don't want to give them too much access.

Sincerely,

Jason

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Esteban Coto Alfaro on at

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RE: Allowing oData feed access to external users for Power BI

Hello, it could be a permission or authentication problem, please check the permissions of the account you are trying to access.

I also attach the documentation to configure user security in the environments:

docs.microsoft.com/.../database-security

Thanks!

Community Support Team - Esteban

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