Microsoft Dynamics 365 has introduced a new feature with the latest release. To control data access and protect sensitive data, we are encouraged to apply security roles to users.
You can now assign security roles using the new modern UI, though the legacy UI is still available to change security roles.
To access the Modern UI, navigate to the Power Platform Admin Center and the target environment.
From there, you must open Settings à Users + Permissions à Security Roles (Preview).
Opening this, you will see a list of security roles under this page, open a security role, and from the new Modern UI as shown in the screenshot below, you can edit it ahead.
To make the configuration easy and filter the tables, use the dropdown highlighted in the screenshot below. You can filter the tables and display only those with permissions assigned or not assigned.
With so many tables in the system, it is hard to find a specific table in the legacy UI. To prevent this, you can search a table…
More About This Author
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.
- Dyn365CE24 February 2024Conquer Dynamics 365 CRM Chaos with Copilot and Inogic Data Recovery App!
- Dyn365CE23 February 2024How to configure a trigger to handle both GET and POST requests effectively using Power Automate
- Dyn365CE22 February 2024Exploring Detail Map Control enhancements to travel smartly on the Field with Dynamics 365 Maps Integration!
- Dyn365CE21 February 2024Master Microsoft Power Platform Development: A Developer’s Cheat Sheet in 2024