Summary

Completed

In this module, you learned how security roles, business units, and teams work together to control record-level access with roles defining privilege types and levels, business units scoping visibility boundaries, and teams providing flexible group-based access management. You configured Entra group teams to align Dataverse access with identity governance, and applied column-level security with data masking to protect sensitive financial data even from users who can access the records containing it.

Zava Pay's initial "everyone is System Administrator" approach created data exposure, accidental deletions, and audit failures. This module equipped you to replace that approach with a precise, layered security model that grants each user only the access their job requires.

This security model works hand-in-hand with the tenant and environment controls from the previous module. Security groups get users into the right environment; security roles and business units control what they can do once inside. Together, they form a complete identity-to-data access chain governed from Microsoft Entra ID through to individual Dataverse columns.

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