How To Create, Manage Security Teams in Dataverse
Kylie Kiser continues her series on security in Power Platform and Dataverse. In this video, she gives an overview of how to create a security group in a Dataverse environment.
This episode is sponsored by the AI Copilot Summit NA, taking place March 17-19, 2025 in San Diego, California.
Key Takeaways
- Overview: In the last video, Kylie demonstrated how to create a security group in the Microsoft 365 Admin Center. In this video, she explains how to create a team in the Power Platform Admin Center by selecting the environment and using the Teams tab while logged in as an admin.
- Key considerations: When setting up teams in the Power Platform Admin Center, you can choose the team type, such as an Owner team that can own records and have security roles assigned, with membership managed within Dataverse. Adding and removing team members must be done by a Dynamics or Dataverse administrator.
- Assigning users to groups: You can choose between Entra ID Security Group or Entra ID Office Group for team membership, which is managed outside of Dynamics by your help desk. Once the group is selected, you can add a security role to the team, and anyone added to the group will automatically be added to the team in Dataverse with the assigned security role.
- Managing team members: To manage members, switch to the test profile and refresh to check if the test user has additional access. It may take up to 10 minutes for group membership information to sync, and logging in will re-pull group membership and assign the user to the correct group.
- Managing memberships: Once the group membership syncs, the user is added to the team and assigned the salesperson security role. You can create an Owner team and manage roles manually, or link with Active Directory to manage membership and roles at that level.
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