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I have a Dataverse environment that I would like to extend permission to for another company, using another tenant. I would like to provide them with a subset, queried data set, potentially using Power Query if possible. What is the best approach on setting this up?
Hi IFEJohn,
I think the best approach is to use business units for this purpose. For more details, you can read this link.
Let me know if I can provide more details.
ThanksRegards,
Abdul WahabPower Platform/Customer Engagement Developer/Lead/Solution Architecture/Project ManagerDirect/WhatsApp:+923323281237E-mail: abdulwahabubit@outlook.comSkype: abdul.wahabubitLinkedin: https://www.linkedin.com/in/abdul-wahab-a5b8b011a/
Thank you for your response Abdul. I really appreciate it. Do you know if I can use a guest account to define the needed credentials I mentioned before using another Business Unit? If so, is the best way to extend and query the data set to them by using a Dataflow? If I use a Dataflow, and the connect to the Dataflow in Power BI using a guest credential, would they see Dataflows from other Business Units?
Yes, you can grant access to guest users for that purpose, you need to do some similar steps: Share a canvas app with guest users (contains video) - Power Apps | Microsoft Docs. For the entity privileges, you need to work with security roles. As per my experience, this is the best way.
Thank you very much! Do you happen to know how to associate a specific Dataflow to a guest user? I have not figured that out, or see that in the links. Also, I dont seem to be able to add the guest user to the Power App and Business unit.
I have created a new Business Unit but am not able to add a guest user to the new BU.
Hi IFEJohn
I need to check it specifically. I recently shared a field service mobile app with the guest users and dataverse in one of my recent field service implementation.
Let me know if I can provide more details for you.
Hello, @IFEJohn, as per best practice, and depend on how your external users will use your data subset (would they have full CRUD access), you can create Guest users/Groups in your Azure AD and then give them the proper security roles. They have to access your Dataverse from your environment as quest users.
Regards,AhmedIf my reply helped you, please give a 👍. And if it has solved your issue, please consider a 👍 & Accepting it as the Solution to help other members of the community find it more.
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Thank you @AhmedSalih. I appreciate your response. Actually, I only want the guest user to see specific Dataflows in Power BI if possible...with read only access...and no other access to anything.
Hello, @IFEJohn, That won't be possible at this time as Dataflows are shared inherently through the Power BI workspace which won't allow B2B Multi tenant authentication. Check these Posts for more info about this matter:
https://community.powerbi.com/t5/Service/PowerBI-Pro-user-sharing-to-different-tenant-PowerBI-Pro-user/m-p/843412
https://community.powerbi.com/t5/Developer/Share-and-use-datasets-from-different-tenants/m-p/1359480#M25644
My suggestion will be is to link your Dataverse to Synapse workspace and give access to those users to use the Sever less SQL Pool and create the Power BI reports they need in their Power BI tenant.
Thank you. I will check those links. When in Power BI, and connect to a "Dataflow", it refences the existing Dataflows within Dataverse. Are you referring to something different? Do you know what this permission does in security roles within Dataverse?
I was looking at Synapse as well...thanks for affirming that approach. I was trying to eliminate that extra cost, but it might be a good consideration.
@IFEJohn, The DataFlows permission you share in the screenshot is for the Dataverse DataFlows, which is used to Import data from External Sources to Dataverse. This is not for the Dataflows that you create for the Power BI to Load data into Power BI workspaces.
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