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Configuring Users access according to the type of recording of the different entities in Dynamics 365

I need to configure user access according to the type of recording of the different entities.
Each type of record is associated with a market regardless of the entity.
The objective is to create security roles by market. Each market is associated with users.

A user can be associated with one or more markets.

What is the best security method to use in Dynamics 365? Define proprietary teams? Access teams? Queues?

Thanks for your advices.

Regards.

2 REPLIES 2
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Re: Configuring Users access according to the type of recording of the different entities in Dynamics 365

HI @bioethics 

 

Based on the information you have given, it sounds like Owner Teams would be most appropriate.  Where each Owner Team represents a Market and the users who have access to each Market are added to the Owner Teams.  You can then set the Security Roles for each Owner Team and the users that belong to those Teams inherit the permissions.

 

You can read more about security and teams here https://docs.microsoft.com/en-us/power-platform/admin/manage-teams

 

This advice is based on what you have described. When you have complex data security requirements you need to be careful that you do choose the appropriate method in CDS as there can be detrimental affects on the performance of the system. 

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Regular Visitor

Re: Configuring Users access according to the type of recording of the different entities in Dynamics 365

Hi @HSheild ,

 

Thank you for your response.

I will study this solution.

 

 

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