I have Dynamics365 and I've created a report that contains information about opportunities. I have embed my tile on Dynamics365 dashboard. Everything works great BUT security roles that are assigned to users in D365 does not affect PowerBi report.
I need to have at least 3 roles:
- sales person - only can see his own records
- sales manager - can only see his own and all of his team members (salespeople)
- director - see everything under his Business Unit
Of course there will be few directors with their sales managers with their sales person etc.
I am aware too that users can share records.
I am also aware about USERNAME() function but when I tried to test it, my report on dashboard was unavailable.
Please any help/advices.
Sounds like you need to sue Row Level Security (RLS) and place people into the correct roles.
Proud to be a Datanaut!
From your description, it seems that you are able to set end users view different data via RLS on Power BI side, right?
It's a limitation that Publish to web feature doesn't support RLS. To embed a Power BI dashboard in Dynamics 365, please follow this article: https://www.microsoft.com/en-us/dynamics/crm-customer-center/add-or-edit-power-bi-visualizations-on-...