How record Sharing and Access Teams give a cross-department reviewer exactly one record without touching roles or Business Units, and how a Microsoft Entra ID group team automates Finance's Dataverse membership from a security group IT already maintains. Part 4 of the Contoso security series.
How the Business Unit field on a Security Role differs from the access level on individual privileges, why the two are easy to conflate, and how hierarchical security and the Parent:Child BU access level extend a manager's visibility across organisational boundaries. Part 3 of the Contoso security series.
How to move from individual user assignments to scalable, team-based security in Dataverse — covering Business Units, Owner Teams, Member's Privilege Inheritance, team-owned records, and the BU boundary between departments. Part 2 of the Contoso security series.
A deep-dive into how Dataverse security works — from Business Units and security roles to Append vs Append To, field-level security, hierarchical access, and record sharing. Packed with real-world scenarios and visual examples.