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title
Dynamics CRM Multi-level Management Hierarchy For Security In Power BI
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Throughout our CRM and PowerBI career, we all would have faced this requirement where we need to secure access to PowerBI report data using the Management hierarchy of Dynamics CRM.In simple words, if I am a Manager in CRM with 5 reportees, I should be able to see my own data in the PowerBI report as well as the data owned by my 5 reportees.And if my reportees login and view the report, they should be able to see only their own data.On the surface, it looks like a pretty simple requirement. And although it is simple to achieve in Dynamics CRM. (Using the built-in Management hierarchy feature), there is no direct way to configure this in PowerBI security. Recently when I was faced with the same requirem...
author
Sunil Raheja
updated
2025-11-02 07:53:24
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