Power Platform

Access Team via Subgrid vs Manual Access Team in Dataverse In Dataverse, the term Access Team is used in two different ways, which often confuses makers: Access Team (Template + Subgrid)  - system-generated team created per record. Access Team (Team Type = Access)  - manual team created from Teams and used with the Share button. 1️⃣ Access Team via Subgrid + Template (System-Generated) This type of Access Team is created when you configure an Access Team Template and add a User subgrid on the form. How it works: You create an Access Team Template for a table (for example: UserOwned ). You add a subgrid to the main form and set: Table = Users (systemuser) View = Associated Member View Team Template = Your Access Team Template On each record, you add users to this subgrid. Dataverse automatically creates a hidden access team for that record and shares the r...

Understanding and Configuring Access Teams(Template) in Dataverse Access Teams in Dataverse allow you to share a specific record with selected users without giving them full table access. This is useful for applying record-level security .   1. Enable Access Teams for the Table First, open your table and turn on the Access Teams setting. This allows the table to use record-level sharing through Access Team Templates. 2.   Enable Access Teams in the Environment Go to Power Platform Admin Center Select your environment Navigate to Settings Open Templates Select Access Team Templates 3. Create an Access Team Template In the Access Team Template form: Enter a Name Select the Table Name (Example: UserOwned ) Save and close 4. Add the Team Template to Your Solution (Important) This is required to use the template inside the form designer. Open your Solution Click Add Existing Click More Select Team Template Choose the ...

Column Security in Dataverse Column Security in Dataverse allows administrators to control who can view, update, or create data at a column level . It is useful when you want to protect sensitive information such as salary, email, bank details, and personal ID fields. 🔍 Why Use Column Security? Protects sensitive data from unauthorized users. Gives granular control - separate read, update, and create permissions. Works with all security roles, teams, and business units. Ensures compliance by restricting visibility to authorized users only. ⚙️ How It Works You enable security on a specific column inside a table. Then create a Column Security Profile . Add users or teams to the profile. Grant permissions like Read, Update, Create. ⚠️ Limitations of Column Security Must be enabled per-column manually (not global). Increases ad...

Dataverse Hierarchy Security - Manager & Position Clear steps, rules and a Position-hierarchy example-styled with Dataverse theme green. Manager Hierarchy - Setup & Notes When to use Use Manager Hierarchy when you want access to flow from a user to their manager(s) based on the Manager field in Azure AD / Entra ID. Important rule The subordinate must be in the same Business Unit or a child Business Unit of the manager. If not, you will see: This user is not a member of the manager's business organization. Quick checklist Table must be User or Team-owned . Record owner must be a User (not a Team). Manager must be assigned in Azure AD (Manager property). Step-by-step (Manager Hierarchy) Go to Settings > User Permissions > Hierarchy Security . Enable Manag...

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...

Dataverse Table Ownership & Security Permissions Clear explanation of ownership types and permission scopes (organization vs user/team) Overview In Microsoft Dataverse every table has exactly one ownership type . Ownership determines whether row-level security can be applied and which permission scopes are available in security roles. 1. Organization‑Owned Tables Records are owned by the organization , not by users or teams. Row-level scopes (User / BU / Parent:Child BU) are not available. Available permission scopes in security roles: None  - no user can perform the action Organization  - every user with the privilege can act on all records Typical use: global configuration, metadata, reference lists or settings where everyone can read or manage at org-level. 2. User or Team‑Owned Tables Each record has a...

D Dataverse Lookup Permission Matrix Many-to-One lookup: Child → Parent (example: Employee → Department) Quick summary To edit a lookup you must have matching Append / Append To plus appropriate Read/Write levels on the involved tables. Missing any required permission typically shows a 🔒 lock on the lookup. Parent Table -  Department (records you select) Permission Required Level Why Needed If Missing Read Organization Allows user to view/select parent records Lookup dropdown is blank Append To Organization Allows child record to attach to parent If it is not there while saving record it will show error like below Insufficient Permissions Calleruser(Id = 12) is missing prvAppendTosun_RelatedTable pri...