Dataverse Role-based & Record-based security: How to Tutorial?

The powerful security model of Dataverse can be adapted to a variety of corporate usage scenarios. Learn where to set-up the security and best practices / examples of set-up.

It is possible to assign roles to users or teams / groups and adding users to them.

Table of contents

• Some facts to keep in mind from the Microsoft Documentation
• Important things to remember from Power Platform Place
• Design of the security model
• Creating Business Units
• Custom Security Roles
• Create Business Unit Teams
• Adding users to the Teams
• Changing the Team of a User
• Assigning data records to the Business Units

Links

• Open the full article
• Microsoft Documentation: Create or edit business units
• More Information about Permissions in Dataverse: Dataverse Permissions, Security Roles,& RecordInfo() Function

What is Dataverse?

Microsoft Dataverse (formerly known as Common Data Service) is a cloud-based data platform provided by Microsoft as part of the Power Platform. It is a data storage and management system that allows users to create and manage data entities, relationships, and business logic for use in Power Apps, Power Automate, and Power BI. It is also the foundation of Dynamics 365, which is Microsoft's suite of enterprise resource planning and customer relationship management software. Dataverse allows users to easily create custom entities, forms, and views, and can be integrated with other Microsoft services and tools such as SharePoint and Excel.

Why is a security model needed?

Building a security model for your data is important for several reasons:

• Compliance: Your organization may be required to comply with certain regulations or industry standards that mandate specific security controls for protecting sensitive data. A security model can help ensure that your organization meets these requirements.
• Data protection: A security model can help protect your data from unauthorized access, use, disclosure, disruption, modification, or destruction. This can help safeguard sensitive information and maintain the integrity and confidentiality of your data.
• Risk management: A security model can help identify and mitigate potential security risks to your data. By assessing and addressing potential threats, you can reduce the likelihood of a data breach or other security incident.
• Business continuity: A security model can help ensure that your organization can continue to operate in the event of a security incident. This can include disaster recovery and business continuity plans to help ensure that your data and systems are available and accessible when needed.

Overall, a security model can help ensure that your organization can protect sensitive data and maintain business continuity in the face of potential security threats.