Get started with security roles in Dataverse

Intermediate
Functional Consultant
Dynamics 365
Microsoft Power Platform
Microsoft Dataverse
Power Apps

Do you want to use security roles to limit user permissions? This module will show you how you can set permissions to limit access to an environment or limit which users can view, edit, or delete data in an environment within Dataverse.

Learning objectives

In this module, you will:

  • Learn about security roles and apply them to users in an environment.
  • Learn how to add users to an environment.
  • Understand security concepts in Dataverse
  • Identify default security roles.
  • Create a custom role.
  • Create a custom security role and assign it to entities and users.
  • Learn how to configure Dataverse teams for security
  • Learn how to configure Dataverse group teams for security

Prerequisites

Understand the topics covered in the Get started with Dataverse learning path.