- Learn about getting started with security concepts in Microsoft Dataverse.
This module explains the following concepts:
- Different security models that are available in Dataverse and how to apply them to safeguard data.
- How to manage user and team security roles and how they impact data access and permissions.
- Business units and their role in structuring security in a Dataverse environment.
- Field-level security and how it helps protect sensitive data.
- Record ownership, sharing, and how these mechanisms control access to data.
- Learn how you can set permissions to limit access to an environment, or limit which users can view, edit, or delete data in an environment within Dataverse.
In this module, you will:
- Learn about security roles and apply them to users in an environment.
- Learn how to add users to an environment.
- Understand security concepts in Dataverse.
- Identify default security roles.
- Create a custom role.
- Create a custom security role and assign it to entities and users.
- Learn how to configure Dataverse teams for security.
- Learn how to configure Dataverse group teams for security.
- Do you need to use administration options that are available for Dataverse? This module will show you how you can use solutions within Dataverse and administer environments.
In this module, you'll learn how to:
- Administer Dataverse.
- Identify the different portals that are available for Dataverse.
Overview
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Syllabus
- Get started with security concepts in Dataverse
- Introduction
- Role-based security
- Business units
- Hierarchy security
- Table/record ownership
- Column-level security to control access
- Manage security across multiple environments
- Check your knowledge
- Summary
- Get started with security roles in Dataverse
- Introduction to environment roles
- Understand environment roles
- Adding or disabling an environment user
- Understand user security roles and security role defaults
- Exercise - Create a custom role
- Check the roles that a user belongs to
- Configure Dataverse teams for security
- Configure Dataverse group teams for security
- Check your knowledge
- Summary
- Use administration options for Dataverse
- Introduction to Microsoft Power Platform Admin Center portal
- Use Microsoft Power Platform Admin Center portal
- Tenant storage capacity
- Advanced Customization options in Power Apps Portal
- Dataverse Search
- Auditing
- Duplicate detection
- Bulk delete
- Long term data retention
- Check your knowledge
- Summary