Business performance analytics - security

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Finance. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts Apr 28, 2023 -

Business value

Row and role-level security capabilities make the data model available to multiple users in your organization's finance and accounting teams, as well as to the staff in other departments within your company.

Feature details

The ability to set up reporting at the role level lets users share reports with team members where the data is refreshed automatically and provides fields for additional reporting capabilities. When paired with the extensibility of the data model, users can be set up to view reports by dimension and by legal entity. This lets you create refreshable, prewritten reports that can be distributed beyond the finance organization. For example, you can send a sales report to sales staff in the field that refreshes with the most current sales number but is restricted to a specific product and location.

Configure security

See also

Set up security for business performance analytics (docs)