cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
ezFlow
Helper II
Helper II

Dynamic Row Level security for a Dataverse Table

Scenario:
- Internal staff will created Purchase Order Records in a Dataverse table, with a field to capture the Vendor and other details.
- Vendors are setup as AD guest (external) users and will login via a Model Driven App, to see their item.
How can I secure the rows so the Vendors can only see their own related records.  

2 ACCEPTED SOLUTIONS

Accepted Solutions
dpoggemann
Super User
Super User

Hi @ezFlow 

The primary approach I would utilize to accomplish this would be to utilize an Access Team that you can assign the vendor when they are setup in the lookup field on the record.  You can utilize a real time workflow to add the vendor to the access team dynamically.

 

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/use-access-teams-owner-teams-coll...

https://www.azamba.com/2018/02/15/how-to-enable-access-teams-in-microsoft-dynamics-365-for-sales-crm...

 

Hope this helps. Please accept if answers your question or Like if helps in any way.
Thanks,
Drew

View solution in original post

dpoggemann
Super User
Super User

Hi @ezFlow,

 

Just a note that Access teams allow the ownership of the Purchase Orders to stay with an internal team / owner and the Access team allows you to assign the Vendor to the record with specific rights (without being the owner of the record).  

Hope this helps. Please accept if answers your question or Like if helps in any way.
Thanks,
Drew

View solution in original post

3 REPLIES 3
dpoggemann
Super User
Super User

Hi @ezFlow 

The primary approach I would utilize to accomplish this would be to utilize an Access Team that you can assign the vendor when they are setup in the lookup field on the record.  You can utilize a real time workflow to add the vendor to the access team dynamically.

 

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/use-access-teams-owner-teams-coll...

https://www.azamba.com/2018/02/15/how-to-enable-access-teams-in-microsoft-dynamics-365-for-sales-crm...

 

Hope this helps. Please accept if answers your question or Like if helps in any way.
Thanks,
Drew
ezFlow
Helper II
Helper II

Thank you for validating my thoughts. I was thinking of creating the Vendor table and have a flow assign ownership.

 

dpoggemann
Super User
Super User

Hi @ezFlow,

 

Just a note that Access teams allow the ownership of the Purchase Orders to stay with an internal team / owner and the Access team allows you to assign the Vendor to the record with specific rights (without being the owner of the record).  

Hope this helps. Please accept if answers your question or Like if helps in any way.
Thanks,
Drew

Helpful resources

Announcements
Power Apps News & Annoucements carousel

Power Apps News & Announcements

Keep up to date with current events and community announcements in the Power Apps community.

Community Call Conversations

Introducing the Community Calls Conversations

A great place where you can stay up to date with community calls and interact with the speakers.

Power Apps Community Blog Carousel

Power Apps Community Blog

Check out the latest Community Blog from the community!

Users online (4,345)