How to Create a New Office Group in Dynamics 365, Power Platform
In part 4 of her series on Dataverse security, UG Expert, Kylie Kiser, explains how to create a new office group.
This episode is sponsored by the AI Copilot Summit NA, taking place March 17-19, 2025 in San Diego, California.
Key Takeaways
- Teams to manage security: Kylie explains that she prefers not to assign security roles directly to users but instead uses teams (like Entra ID or Office group teams) to manage security. This approach allows someone outside the CRM team, such as help desk staff, to manage group access, which then automatically transfers to the team in Dynamics.
- Admin Center: To access the Microsoft 365 Admin Center, start from the Power Platform Admin Center by visiting aka.ms/ppac. From there, use the Admin Center dropdown to navigate to the Microsoft 365 Admin Center, ensuring you are in the administrator profile for this task.
- New security group: On the home page, Kylie initially intended to create a new team but instead created a new group called “Test D365 Team,” assigning herself as the owner and adding a test user as a member. This group will be linked to Dynamics 365 in a future video, allowing help desk staff and users to manage some admin tasks instead of the Dynamics or Power Platform administrators.
- Manage access: Kylie notes that the same type of group can be used to manage access to different environments (development, QA, production) by linking them to security groups. This ensures that only specific users have access to each environment, preventing unauthorized access and ensuring proper testing and development practices.
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