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
Category: Security
[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




