Dataverse Security Explained: Business Units, Teams, Roles & Ownership
1. Dataverse Table Ownership (Organization vs User/Team) Organization-Owned Table: Records do NOT have individual owners. Only None or Organization permission levels are allowed. Used for: Configuration tables, global reference data. User/Team-Owned Table: Records are owned by users OR teams. Allows scopes: None, User, Business Unit, Parent:Child BU, Organization . Used for: Operational data (Projects, Cases, Accounts). 2. Business Unit vs Team (They Are Not Same) Business Unit: Defines security boundary and data visibility. Every user belongs to exactly one BU. Cannot own records. Team: A group inside a Business Unit. Can own records (Owner Team). You can add/remove members. Roles assigned to Teams apply only to Team members. 3. Default Business Unit Team (Auto-created Team...