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Microsoft

Manage permissions and administration for Dataverse

Microsoft via Microsoft Learn

Overview

  • Module 1: Do you want to use security roles to limit user permissions? This module will show you 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
  • Module 2: 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 will learn how to:

    • Administer Dataverse.
    • Identify the different portals that are available for Dataverse.

Syllabus

  • Module 1: Get started with security roles in Dataverse
    • Introduction to environment roles
    • Understand environment roles
    • Adding or disabling an environment user
    • Understand security concepts in Dataverse
    • 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
  • Module 2: Use administration options for Dataverse
    • Introduction to Microsoft Power Platform Admin Center portal
    • Use Microsoft Power Platform Admin Center portal
    • Advanced Customization options in Power Apps Portal
    • Classic Administration Center (Solution Explorer)
    • Enable and disable auditing
    • Check your knowledge
    • Summary

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