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Dynamics 365 Customer Portal External user Embedded Power BI Authentication issue

  • 1.  Dynamics 365 Customer Portal External user Embedded Power BI Authentication issue

    SILVER CONTRIBUTOR
    Posted Feb 07, 2020 02:08 PM
    Edited by Hasan Bazerbashi Feb 07, 2020 02:08 PM
    Hello friends,

    We're trying to embed a Power BI report in Dynamics 365 CRM online Customer Portal. The customer portal has external users (They're as contacts in CRM). So they login to CRM using a username and password provided by the customer portal. We added the external user's email address (like gmail) to our Azure Active Directory as a guest user and granted them access to the Power BI report. Once we share the report with that user, they are able to access it through Power BI website, but the problem is when they try to view the embedded report they are presented with a button to login, and when they do we get an error saying they can't be authenticated. Please keep in mind if the external user uses the shared Power BI link, they can authenticate with their personal email which we added to AD.

    We're embedding the report using the liquid tag and the link shared from Power BI.


    Something like: {% powerbi authentication_type:"AAD" path:"https://app.powerbi.com/groups/GUID-HERE/reports/GUID-HERE/ReportSectionc01&autoAuth=true&ctid=GUID-HERE&config=eyJjbHVzdGVyVXJs-SEEMS-LIKE-TOKEN-HERE-n0%3D" %}

    Our Power BI account is premium, it allows us to embed.

    Any idea what we're missing?

    Thank you!

    ------------------------------
    Hasan Bazerbashi
    Cineplex Inc.
    Toronto ON
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Dynamics 365 Customer Portal External user Embedded Power BI Authentication issue

    MICROSOFT MVP
    Posted Feb 12, 2020 03:31 PM
    Hi Hasan,

    I believe that when using the authentication type of AAD (Azure Active Directory) in your Liquid tag, you must use Azure AD as the authentication option for your Portal. Even if users are added as guests in your tenant, if you don't use Azure AD on your portal, it won't work.

    The other options are to you Power BI Embedded, or using the Publish to Web functionality (which would mean the reports are available to anyone that knows the URL).

    ------------------------------
    Nicholas Hayduk
    Engineered Code Consulting Inc.
    Regina SK
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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