Get started with security roles in Common Data Service

Intermediate
Functional Consultant
Dynamics 365
Power Platform
Common Data Service
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 Common Data Service.

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.
  • Identify default security roles.
  • Create a custom role.
  • Create a custom security role and assign it to entities and users.

Prerequisites

Understand the topics covered in the Get started with Common Data Service learning path.