Introduction
Proper controls on access to data are a vital part of any business. When you understand the security architecture of Dynamics 365 model-driven applications, you can more easily customize security to fit the requirements of your business.
Security in Dynamics 365 is based on security roles, which are created within business units.
A Business unit is all or part of an organization.
A security role is a collection of privileges and access levels defined by entity.
Privileges allow users in a role to take actions on records in an entity.
Access levels determine the scope of entities and records a user can take actions on, from most restrictive to least restrictive.
Every user must:
Be assigned to just one business unit.
Have at least one security role to be able to log in.
Users can have more than one security role. If they do, the role with the broadest permissions will override roles with lesser permissions.
Users with higher permissions (like System Administrators) will have access to the Settings sections of the Power Platform admin center and the model-driven apps. Familiarizing yourself with the settings sections are important to ensuring that you can effectively manage the administration of your environment. In this module, we will explore various settings that can help you customize your model-driven app.
Throughout this module, we will discuss business requirements in the context of a fictional organization called Contoso Research. Contoso Research is a firm that recruits research participants, maintains a database of subjects, facilitates focus groups, and runs large-scale surveys. Contoso Research is investigating using a Dynamics 365 model-driven app to streamline their business operations. They are concerned that their requirements are too unique to use an out-of-the-box solution. Your job is to show Contoso Research how a model-driven app can be easily configured to meet their needs.
Note
While the content in this module is introductory, it builds on fundamental concepts that are introduced in Microsoft Dynamics 365 Fundamentals and Microsoft Power Platform Fundamentals. If you are not already familiar with Power Platform components or the Dynamics 365 model-driven apps, those learning paths are recommended.
At the end of this module, you will be able to:
- Manage role-based security
- Explore customization functionality and customize themes