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We are using Power BI service reports within Dynamics 365 for Sales (aka CRM).
The issue that we have though is that even though I "Share" the report and datasource with the users, the report still does not load, it states that they need to "To view this report ask the auther for access". It is only after they have clicked on the link, then the Power BI admin account receives an email, and then clicking on that allows access.
My questions
1) Have I missed a step in the back end that enables permission? It is cumbersome to have to go through the email process with each user and approve them.
2) Is there a way to grant access to all staff as read only, based on the O365 tenancy? Since we are all using the same domain, I expected the ability to be able to set a permssion of "Read" for "All domain users".
Solved! Go to Solution.
Hi @BruceAnderson ,
You may create a security group containing the users you will share with in O365 Admin Center .
Best Regards,
Amy
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @BruceAnderson ,
You may create a security group containing the users you will share with in O365 Admin Center .
Best Regards,
Amy
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Right, of course! Many thanks for that. I have set a security group for it in O365 and assigned to all staff.
Will see how it goes with their reports in CRM now.
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