Power BI RLS report for Dynamics 365

RLS stands for Row Level Security and is a function within Power BI used to securely manage what the users see. I am reusing the steps from the Power BI embedding blog, and continuing with the same dataset to define RLS. Another big thanks to Jeroen Vos for teaching me PowerBI.

We start the process in Power BI for Desktop. Open the same report, and then navigate to Modeling and Manage Roles.

This brings up a DAX console, and I will chose the “Address 1: Country/Region”

Now we can test the DAX by simulating how it is with another user login. This function is something I wish we had in Dynamics!!!

Notice that the data has changed!:)
NB! Remember to publish changes to PowerBI.com

Log into https://www.powerbi.com to complete the rest of the process

Next step is to add a user to the newly created security role. Navigate to datasets and open the security.

Last step is to Share the Dashboard with the user

Open Dynamics 365 and add a new Power BI Dashboard.

The Administrator (All data)

The Sales user (Only USA)

RLS reporting in Dynamics 365, secure and supported 🙂

Dynamics 365 autonumber now available in PowerApp config

The API approach has been available for a long time, but now the autonumber is available through the config. Jonas Rapp’s autonumber solution in XrmToolbox has been absolutely one of the best tools for this purpose so far, and not we might not need it any more. I belive the first release is missing some of advanced options that Jonas has, but it might work for most of us.

This is the release information regarding the PowerPlatform autonumber: Autonumber from MS PowerApps blog

BUT why is this cool? Well, because it mentions that we can convert existing text field to Autonumber. This means that we can get rid of the stupid workflows/javascripts etc that we have made over the years to give some entities names for the name purpose:)

NB! you can only change the field to autonumber via powerapps.com. The Dynamics classic doesn’t support this. Below is the name field from a new entity. For the first time in EVER I could change the field type!!:)

Dynamics 365 force classic mode from admin panel

I know we are supposed to use the UI, but it’s not ready for all purposes yet. Therefore it is nice to know that you can force the classic view for a little while longer. If for some reason you can’t use this approach, you can also change the URL like Jamie Bowman mentions here


Open Environment and then behavior and change the variable

The result is that you now can open the Customize to classic. This doesn’t force the other UI apps to classic, so you are still all good:)