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Sabarinadh
New Member

Security Model implementation in Power BI as same as Dynamic365

Hi Experts. Hope every one doing good.

I am new to Power BI. I have a requiremet on Power BI reports, Please guide me to implement it.

Connector details:

Connector : Dataverse (Dynamic 365 CRM)

Connectivity mode : Import

Target Table/entity : Incident/Case

Requirement : Need to implement Dynamic 365 security model in Power BI Reports. Below are the senarios.

1. When user A logs in, user A must see his/her owned records only.

2. When user A logs in, user A must see his/her owned records, team member records and reords shared to that team. (User A is like Team lead)

    EX :    Sales Team has user A, user B, user C..

              When user A logs in, he should see user A,B,C records and also records shared to the sales team.

3. When user A logs in, user A must see his/her Business unit records.

    EX:  India business unit has user A, user B, user C..

         When user A logs in, he should see user A,B,C records and not other Business unit records.

4. When user A logs in, user A must see his/her Business unit records and all child business unit records.

             EX:                                   India (user A)

                                                      I                 I

                                                      I                 I

                                         Hyd (user B)          Ban (user C)

                                           I              I

                                           I              I

                           Hyd 1 (user D)     Hyd 2 (user E)

                         in above scenario  User A should see, user A,B,C,D,E records.

 

Please help me in this requirement.

 

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@Sabarinadh you have to implement RLS (row-level security) in your model. check this post and use it in your model.

 

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Check my latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

 

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.






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Feel free to email me with any of your BI needs.





View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hello Sabarinadh,

 

you can do it from Power BI Desktop in Manage Role, so on the dataset you can define user

 

Example your A,B,C,D so on

 

A is the team leader, he/she can see all the sales unit and terratory for that you can direct share report to A inside Power BI services to his User ID and from there you can click to manage permssion and share this to user A, but other user let's say 

User B is handeling North region sales, C is handling south, D is east accordingly so while creating report into Power BI Desktop you can manage what terrotory or sales numbers you want user can see into Power BI desktop in manage role inside modeling Tab then after publishing the report you can go to my workspace and from there you can click to report and go to manage permission and from there you can share the whole report with user A so he can see user A,B,C,D data and from the same permission you can share the role security that you built in power bi desktop with user B,C,D so they can only access their relavent sales number, figures, units and terrotery and this is how you can achieve this so when they login Dynamics CRM they will only be able to see their relavent figures.

 

Accept this as a solution if this resolves your problem.

 

 

regards,

Arif

 

 

arif_khan_beg_1-1632653904806.png

 

parry2k
Super User
Super User

@Sabarinadh you have to implement RLS (row-level security) in your model. check this post and use it in your model.

 

Follow us on LinkedIn

 

Check my latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

 

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.






Did I answer your question? Mark my post as a solution.

Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.





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