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Give a name to your dashboard and make it live.Click on Pin Live Page to make Power BI report visible on dashboard.Now publish report to Dynamics 365 CRM and pin that report on dashboard. Go to Home -> Manage relationships -> new

Go to modelling -> view as role -> select role which you have created.Ĭreate relationship in Power BI desktop between system user’s entity and other entity which you are using while creating report. Userprincipalname () return user in user (email id) format. Username () return user in domain/user format – (Logged-in user on system). We are comparing with email id because Power BI returns users email id onlyĭifference between Username () and Userprincipalname ().Userprincipalname ()-returns logged-in user email id.Go to modelling -> manage roles -> Create new role here. In this blog we will see how to generate Power BI report based on logged-in user in Dynamics 365 CRM Online. Note – Data in report will not follow security roles of logged-in user.