Security

Filtering Dynamics 365 Finance and Operations Dataverse Virtual Entities in Customer Portal

PowerApps portal helps you exposing CRM data to your customer through a web application.  It works pretty well when the data are persisted in CRM, then we can use all the power of the dataverse platform to propose forms, views and processes to the end customer.

The CRM Portal Management application proposes a full set of tools to manage the customer access: Table permission, Web Roles, Content access level, Web Page Access etc... but there are some limitations to it.

Security Roles are so important on Dataverse, Microsoft has recently implemented a new feature to make it even more powerful, to allow you to use different role on different BU level. So great. Please read this article on : Dataverse Modernized security model for Business Unit

Solutions are very important in D365, this article is about Dynamics 365 Solutions explanation and an overview of ALM. After reading it you will be more comfortable with this topic.