Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

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 12 days ago
    Edited by Hasan Bazerbashi 12 days ago
    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
    ------------------------------
    Conference-CRMUG_200x200


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

    MICROSOFT MVP
    Posted 7 days ago
    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
    ------------------------------

    Conference-CRMUG_200x200


If you've found this thread useful, dive deeper into User Group community content by role