The Complete Dataverse Access Teams Setup Guide

Dataverse access teams allow team members to have permission to specific records in a table and grant access to related child records. This article provides a complete guide on setting up Dataverse access teams. The guide covers the setup process for both parent records and child records. For parent records, the guide includes steps such as creating a new Dataverse table, enabling access teams, adding an access team template, setting up a new security role, and assigning a user to a record's access team. For child records, the guide covers enabling access teams, defining the lookup column relationship behavior, adding the child records table to the security role, and populating the child records table with data.

Article 13m Matthew Devaney

---

Login now to access my digest by 365.Training

Login