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Hi Team,
While adding dataverse table in power bi desktop. showing below error message
Hi @KalpanaJadhav
To resolve this issue, you can try the following steps:
Check User Permissions: Ensure that the user has appropriate permissions to access the table in Dataverse. Verify if the user has been granted read permissions on the table.
Verify Connection: Double-check the connection settings in Power BI Desktop to ensure that the correct credentials are provided for connecting to the Dataverse environment. Make sure you are using the appropriate connection method (e.g., OAuth, username/password, etc.).
Refresh the Data: If the table's permissions have been updated recently, try refreshing the data in Power BI Desktop. Go to the "Home" tab and click on "Refresh" to update the data source. This can help ensure that any permission changes are reflected in Power BI.
Clear Cached Credentials: If you previously attempted to connect to the Dataverse table with incorrect credentials, Power BI may have cached those credentials. To clear the cached credentials, go to "File" > "Options and Settings" > "Data source settings." Select the relevant data source and click on "Clear Permissions" to remove any cached credentials.
Test in Power Query Editor: Open Power Query Editor by going to "Home" > "Edit Queries" and try connecting to the Dataverse table from there. This can help identify any specific error messages or issues that might be encountered during the connection process.
Consult with the Data Source Owner/Administrator: If you are still experiencing difficulties, reach out to the owner or administrator of the Dataverse environment to ensure that the user has the necessary permissions and there are no specific restrictions in place.
Best Regards,
Anton Nyrkov
Hi @KalpanaJadhav ,
If we are not talking about Dataverse for Teams (which is a bit different) - you manage table level permissions via Security Roles because access to Dataverse tables are driven by role based security.
Only users who are granted with either a Dynamics 365 Service Admin, Office 365 Power Platform Admin, System Admin and System Customizer role will have access to the underlying tables.
Typically, you will want users to have access to an App (whether Model Driven or Canvas) with the permission to read, edit, create and delete items in the tables from the App interface only and not directly in the underlying table.
To achieve this you would edit the permissions of an existing security role, or ideally create a copy of an existing security role and customize it based on your needs.
You can manage table level permissions via Admin Centre > Environments > Your Environment > Settings > Security Roles.
Further reading:
https://learn.microsoft.com/en-us/power-platform/admin/database-security
Similar question explained very well by @EricRegnier
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Imran-Ami Khan
Ok. Thanks for the reply @Amik !
I have one more question, how we can share Dataverse table to users? and from where we can manage table permissions.
@KalpanaJadhav - I just looked at the image again and realised you do have access to the underlying tables, but receive an error when adding in a visual. I suspect there is an authentication error with the windows credentials. Consider clearing all permissions via data source settings and then adding your credentials again.
System Administrator role i have.
@KalpanaJadhav - given you are able to see that screen, you probably have the right security role. Enter your name in the Users page via the search button and then confirm what security role you have.
Yes i have access,
but i am unable to add Service Reader access, it's getting failed.
for now, i have system administrator role assigned.
these all roles i need to add-
Dynamics 365 Service Admin, Office 365 Power Platform Admin, System Admin and System Customizer role.
@KalpanaJadhav - if you have the correct permission, you might be able to check yourself via Admin Centre. If you do not have permission to access the environment, you will need to contact a user whoever has the correct permission and update your security role.
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Imran-Ami Khan
How i can check below role part -
Service Reader Security role or a Security Role which includes read privileges such as the Dynamics 365 Service Admin, Office 365 Power Platform Admin, System Admin and System Customizer role.
can you please guide/provide step for this.
Hi @KalpanaJadhav ,
Could you check your security role? For the user to access data in the table, the user must have read privileges to the underlying table, such as the Service Reader Security role or a Security Role which includes read privileges such as the Dynamics 365 Service Admin, Office 365 Power Platform Admin, System Admin and System Customizer role.
So long as those users do not have these roles, they will not be able to query the data.
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Imran-Ami Khan
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