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Can we filter Power BI Dashboard in Dynamics CRM based on Logged in user or user's team?

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Posted on by Nazim-D365

Hi Experts,

We got a requirement where we need to create a power bi report to get Count of my cases, Count of my completed phone calls and Count of cases created by my team, Count of my team's completed phone calls.

Is there any way to filter Power BI reports in CRM dashboard based on logged in users dynamically?

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RitaGilmore 5 on at

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RE: Can we filter Power BI Dashboard in Dynamics CRM based on Logged in user or user's team?

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RE: Can we filter Power BI Dashboard in Dynamics CRM based on Logged in user or user's team?

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lkoplin on at

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RE: Can we filter Power BI Dashboard in Dynamics CRM based on Logged in user or user's team?

Hello Nazim,

I understand that you are attempting to use Power BI Reports in Dynamics 365 that are filtered based on the user that you are logged in.

Have you reviewed the Embedded Contextual Reporting documentation in Dynamics 365?

Embed a Power BI report in a model-driven system form - Power Apps | Microsoft Docs

You can make the Power BI reports and tiles more meaningful by applying contextual filters to the current model-driven form, so that the report or tile is filtered based on attributes of the current row.

Thanks and have a great day!

Lance Koplin
Microsoft Dynamics 365
Sr Support Engineer