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

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) / Add Secure Power BI Re...
Microsoft Dynamics CRM (Archived)

Add Secure Power BI Reports to Dynamics Client Portal

(0) ShareShare
ReportReport
Posted on by crmrsw15 685

Hi,

We would like to add reports into a secured client portals that contain client sensitive data.

Choosing to embed a Power BI report creates a URL that can be viewed publicly. Is there anyway to expose secure reports to the client portal?

Thanks,

Richard

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Shaminderpal Singh Profile Picture
    Shaminderpal Singh 1,565 on at

    Hi,

    Please refer this -https://docs.microsoft.com/en-us/business-applications-release-notes/october18/service/dynamics365-portal/power-bi-embed

    You can make it secure and then embed it in Portal using AAD option if you are using azure ad for authentication.

    -Shaminder

  • crmrsw15 Profile Picture
    crmrsw15 685 on at

    many thanks for your response. Ah so my client is on Dynamics 2016 On-Premise with adxportals installed. So seems we won't be able to use it in this case until they upgrade to Dynamics 365 Online.

  • Suggested answer
    Shaminderpal Singh Profile Picture
    Shaminderpal Singh 1,565 on at

    Hi,

    You still can achieve this by writing custom code in adx solution. You have to write the logic to do a client-credentials grant by OAuth2.0 flow and pass the token to make it work securely.

    This will give you an insight of it-[View:https://www.blue-granite.com/blog/embedding-power-bi-reports-into-your-applications:750:50]

    -Shaminder

  • Suggested answer
    Emmaneul James Abraham Profile Picture
    Emmaneul James Abraham 727 on at

    Hello Richard

    Can you confirm are you people using CRM portals / ADX portals ? if you people are using CRM portals please go through below link this will helps you to render Power BI report on Portal Pages.

    https://docs.microsoft.com/en-us/business-applications-release-notes/october18/service/dynamics365-portal/power-bi-embed 

    Thanks 

    James

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans