2021 Release Wave 2 Updates to Business Units, Security Roles and Users in Dynamics 365 CRM and Dataverse


Introduction:

Power Platform security framework has received an update in the latest 2021 Release Wave 2 that is currently shipping across geos.

Security framework has not seen much change in recent times with last change being introducing hierarchy security if I remember well.

The security framework in Dynamics 365 CRM or Power Platform comprises of

  1. Business Units
  2. Security Roles
  3. Users

Exploring these with the new updates

Traditionally Users were tightly coupled with Business Units, i.e you need to choose the business unit to which a user belongs. User can only belong to a single Business Unit. And records owned by users were automatically part of the BU to which the user belonged.

There could be multiple business units within the root business unit and that supported the idea of a hierarchical department structure within an organization. However, Business Units provided a HARD divide

Dynamics 365 and Dataverse

Given the above organization and BU hierarchy defined in CRM, users of BU1 would not have…



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Inogic
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
 
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

Author: Inogic

Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.   Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

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