AI & Analytics

D365CE/CRM Shared Sessions

D365CE/CRM

Secondary Track: Power Platform Integrations

AIA06 - Security in Power BI for Dynamics 365 Users

D365UG/CRMUG Presenter(s)

• 

  Ulrik Carlsson, MVP

  CRM Chart Guy / Business Solutions Lead
  eLogic

Dynamics 365 and Power BI security do not go hand in hand. Any security you set up in Dynamics 365 does not apply in Power BI and vice versa. This session will cover all the pitfalls of the security model so you know how to avoid them, or can take action on working with the data to ensure that people only have access to the information they are supposed to. Having separate security models actually gives us some additional flexibility in what data we can show users. Session includes a demo of the different methodologies as well as how some security settings can be transported to Power BI and use as part of the Row Level Security setup. This process, in effect, reapplies some of the security model from Dynamics 365 in Power BI.