Microsoft Dataverse Role-based & Records/Rows-based security: How to Tutorial?

[@rembautimes8808]

Ahmed, I watched this twice and it is a gem. Thank you so much for taking the time to explain this critical topic.

[@LauraLuisaRosenberg]

thank you for your video: Is there a way to create a security role (per default they are env maker) that allows users to create Dataverse tables and only view/edit/delete the tables (and the data within the tables) they created?

[@chahineatallah2636]

Hi Ahmad, great video, wanted to ask why when we assign security roles to business unit we also select basic user why we can’t keep only customers per bu ?

[@muriwangul.chinyerere5381]

Best video on Dataverse security right here, thanks Ahmed!

[@powerplatformplace]

Glad you liked it!

[@blazehawkins2759]

Thank you so much for walking us through this. As a newbie to the Dataverse, it can be a little overwhelming to try and get to grips with all of it, so you sharing your expertise and knoleedge means a lot to me!

[@powerplatformplace]

Glad it was helpful! Stay tuned as I am planning to create a new video to show how we implement DV security roles in the modern experience 😀

[@mohammadtauheed8547]

Great video Ahmed, I followed you step by step and I am using Canvas app. All worked fine until I added new items to my dataverse table. The newly created records are not showing up in the gallery. Any idea what I could be missing. I applied simple filter criteria to the view as if column equals to this value filter it. But new items wont show up. Help...

[@mohammedfarhan9825]

Hi Ahmed, Can you do a video on how to assign records to users or teams in dataverse?

[@fengyang-uo3mf]

Thank you sir, can we bulk add members to business unit or teams

[@powerplatformplace]

You can assign multiple users to BUs using AAD groups.

[@daxteoh27]

hi ahmed, is manager BU necessary? is there any advantage of using it? Why not we customize the root BU?

[@AdrianFacebook]

Thank you for this video, Quick question. Without a license can I create custom security roles like Read-Only, Contributor, and Administrator? And then assign to specific BU/Team?

[@powerplatformplace]

Dataverse is a premium connector that requires premium license

[@Yatish1307]

Hi nice video How we can manage the more complex scenario like State, city of an entire country?

[@powerplatformplace]

Through the BUs and Teams: Parent BU for a country, then child BUs for the States, and finally Child BUs for the States BUs.

[@bini2036]

Ahmed thank you for this. You explained it precisely.

[@SauloOliveira]

Excellent video, thank you. I have a question about security. Which Dataverse feature should I use to achieve the same effect as breaking inheritance by row in SharePoint and choosing which people or groups can access that row?

[@powerplatformplace]

Use the customer security roles and records level security to achieve this. Check this for more information learn.microsoft.com/en-us/power-platform/admin/wp-security-cds#tablerecord-ownership

[@tonysu5239]

If I have already had a solution (tables) with data, and I want to introduce these ideas of new buisness units and teams to manage access, does that mean for all those old data (owning team is currently the default root bu), I need to manually reassign all those data to new bus?

[@powerplatformplace]

You can use Power Automate to bulk assign records to specific BUs.

[@fredbarnes196]

Can you control access to a view? Say you are managing projects and different teams work different parts of the same record. Team A reviews the project and signs off it is ready to be worked. Team B starts working when Team A has completed the review. Team C reviews the project after team B did their part, and makes sure Team B did things correctly. Each team has a different view of the record. Can you control who can see what view?

[@powerplatformplace]

If you use row based security roles where uses can see their own records only, their BU records, etc. In that case the views will carry on these previliges.

[@RickHurt]

Thanks for putting this together! Very helpful to understand this complex subject.

[@renedoucet2849]

Awesome job on a topic that is in much need of clarification

[@ArtemBezditnyi]

Thanks for your time and effort on this topic GJ!

[@maksimdmitrenko]

I'd like to limit records depend on value in a field. For example user can see his own rows or his team with value "Open" in in field "stat". But if somebody changes the value to "closed" - the user can't see the row. Is it possible?

[@paintingheaven11]

So well described. I really appreciate your efforts..Amazing!

[@powerplatformplace]

Thanks a lot 😊

[@PadurariuDragosh]

Very clear and concise ! Many thanks

[@ResponsibleXI]

Great video, nicely explained. Subscribed!

[@รถพรวนดินมิตซู]

impressive!!! it's very clear. Thank you.

[@Ibrahimkhalil-hw4hd]

Thanks for this useful video. Very clearly!!

[@sampsonyao2687]

Thanks, Ahmed. It is very educational✌.

[@powerplatformplace]

Thank you so much for your feedback

[@ericcross6017]

Great video. Thank you!

[@santhoshkl3823]

This helped me.Thanks!!

[@ybunsee]

Layhafdek, you have a new subscriber.

[@powerplatformplace]

Welcome aboard!

[@khiarmohamed1325]

thank you sir, you are awesome

[@HammadJagirdar]

highly informative

[@gabrielosaji8920]

Thank u

[@rubenncls]

Ahmed thank you rock!!! thank you!

[@santhoshkl3823]

Hi .I created a team using a AAD security group. I assigned this team to one BU and while I am updating the BU for the record I am getting error.(An error occurred.The selected action was not completed for one or more record) But with normal team It is working fine. Can you please help me here

[@powerplatformplace]

Can you send me a Teams invitation anytime over the weekend.