Connecting to Dataverse: Server-to-Server (S2S) Authentication Explained

In the previous post, we connected to Dataverse using delegated OAuth with ServiceClient. That works great for: Console tools Admin utilities Interactive scripts But what if: There is no user? The code runs in Azure? It’s a scheduled background job? It’s a production integration layer? This is where Server-to-Server (S2S) authentication comes in. What Is … Continue reading Connecting to Dataverse: Server-to-Server (S2S) Authentication Explained →

Connecting to Dataverse: Modern .NET Authentication with ServiceClient

In the previous post, we mapped the authentication landscape. Now we move from architecture to implementation. This post shows you how to connect to Dataverse using modern .NET patterns with the recommended client: Microsoft.PowerPlatform.Dataverse.Client.ServiceClient If you're building: Console apps Migration utilities Admin tools DevOps automation Internal utilities XrmToolBox-style plugins This is your starting point. Why … Continue reading Connecting to Dataverse: Modern .NET Authentication with ServiceClient →

Mask It Like You Mean It: Protecting Sensitive Data with Power Platform’s New Masking Rules

We have all seen it happen. A customer replies with their credit card number in an email. Or worse someone pastes their full Identity Number into a support form. And now it’s sitting in your system, completely visible to a frontline agent who probably shouldn’t see it. Until now, the best you could do was … Continue reading Mask It Like You Mean It: Protecting Sensitive Data with Power Platform’s New Masking Rules →

[PowerTips] Advancements in Business Unit Management

The world of business unit management in Dynamics 365 has witnessed significant advancements that provide organizations with newfound flexibility and enhanced control. In this blog post, we explore the possibilities enabled by the modernized business unit feature, which allows the assignment of multiple roles from different business units, liberating users and teams from the constraints … Continue reading [PowerTips] Advancements in Business Unit Management →

[PowerTips] Decoupling Owner and Owning Business Unit Fields

Have you ever contemplated breaking free from the dependencies between the owner and owning business unit fields in Dynamics 365? This article explores the intriguing concept of decoupling these fields, providing you with the ability to customize the owning business unit and choose the desired business unit for a record, regardless of the owner's affiliation. … Continue reading [PowerTips] Decoupling Owner and Owning Business Unit Fields →

Dataverse update security role privileges in bulk

Updating security roles in Dataverse, is an important task for ensuring the security and privacy of your business data. By assigning specific roles and permissions to users, you can control who has access to your data and what they can do with it. Updating security roles in Dataverse can be done in several ways, including … Continue reading Dataverse update security role privileges in bulk →

Dataverse matrix data access structure aka modernized business units

Business Unit structure is a basic of the security structure on Dataverse. In most of the case it depicts the organisation structure of the business. Standard behaviour of Dataverse is that one user can be part of only one business unit. There are business constraints around that for long time were a user cannot be … Continue reading Dataverse matrix data access structure aka modernized business units →