Posts with tag : Hierarchical Security

Record Sharing, Access Teams & Entra ID Group Teams in Dataverse: A Step-by-Step Walkthrough (Part 4)

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.

July 5, 2026 23 min read

Security Role Scoping, Hierarchy & Parent:Child BU in Dataverse: A Step-by-Step Walkthrough (Part 3)

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.

July 4, 2026 21 min read