Power Platform Community Forum Thread Details

I'd like to stop users from being able to open the underlying records from a dynamics 365 dashboard

that is built from charts on our DataVerse tables.

Is it possible to remove/hide the "view records" button on a chart (preferably without code).

Categories:

This is not possible using Dataverse dashboards. In order to view the data in a dashboard, chart, or view, you need to grant access to the tables through security roles. Even if you could hide the button on the dashboard, the user will still be able to query the data in other ways (advanced find, web APIs, and other methods).

A couple of alternatives for providing access to reporting without giving the user access to the data:

Create a paginated report (standard SSRS reports or Power BI) and have a button or scheduled Power Automate flow to execute the report, export it, and send it to the user.
Export the data out to a data warehouse or data lake (e.g. Azure Synapse Link for Dataverse), connect a Power BI dashboard to that data, and grant the user access to the PBI workspace and data source. You can then embed the dashboard inside your model-driven app for viewing.

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