Been swimming through forums for the past couple days, and just can't find the answer to this. Apologies if in the wrong spot, didn't really seem to fit anywhere to cleanly.
What I'm looking to do is embed a BI Report into D365 Sales which would auto filter on the logged in user. Not off the selected entity record or anything like that, but the logged in user.
The intent is that I would have a dashboard that would be essentially a sales person summary. Open pipeline vs time charts, conversion rates, info on their top accounts, etc. I have the report built...just can't figure out how to get it into D365 sales in a way where I'm not sharing everyone's data with everyone. I don't think I can accomplish this with using the built in CRM dashboard functionality - but happy to hear if I can.
So, the question is how do I get the information on the logged in user, and pass that along to my report so that my visuals are filtered off them? I honestly don't care if I'm surfacing this via a form, iframe, built in dashboard whatever. Just want to be able to show it to them without sending them a .pbix and telling them to refresh it themselves!
