50 tips in 50 minutes attendees

Community Summit 2022

It's time for a quick recap of Community Summit 2022! I wanted to share a few pictures and slides from the event. Glamour shots before the CRM/D365 CE General Session with Heidi Neuhauser! Hashtag about to get his karaoke on at the House of Blues! Full house for 60 tips in 60 minutes! Hanging out … Continue reading Community Summit 2022

Power Platform Conference

Power Platform Conference 2022 Resources

This week I have been at the Power Platform Conference in Orlando, Florida and wanted to share some resources with my attendees. Check out the presentation decks below and feel free to reach out with any additional questions. Introduction to Security Here is the presentation I did on Dataverse Security. Keep in mind all these … Continue reading Power Platform Conference 2022 Resources

Dataverse Security: Other Stuff

Dataverse Security: Other Stuff

Finally, we are at the end of the Dataverse Security series with all the other stuff. This video will talk about Sharing and Access Teams, Hierarchical Security and Environment Security. Plus, we talk about the scope setting when working with Power Automate, Classic Workflows and other things as it's kind of related. https://youtu.be/__y5TjzU3zY Dataverse Security: … Continue reading Dataverse Security: Other Stuff

Dataverse Security: Additional Security

Dataverse Security: Additional Security

Let's keep the security talk going with Dataverse Security: Additional Security. This video walks through Field Level Security (also known as Column Level Security), Form Security, Model Driven App Security and Business Process Flows. https://youtu.be/51pS8KmqBMs Dataverse Security: Additional Security Follow this Dataverse Security series for more resources and information! You can also subscribe on YouTube … Continue reading Dataverse Security: Additional Security

Dataverse Security: Teams

Dataverse Security: Teams

We are continuing the Dataverse Security Series with a discussion on Teams. Teams are another way to divide up your users and add another security layer. You can even use Active Directory or Office groups to manage your Teams. Check out the video for more details. https://youtu.be/FStAZpN0ZZM Dataverse Security: Teams Check out the Teams Documentation … Continue reading Dataverse Security: Teams

Dataverse Security: Business Units

Dataverse Security: Business Units

In this quick installment of the Dataverse Security Series we are talking about Business Units! Business Units are how users are organized in your system. Remember: Users should be organized based on their data access needs not necessarily their organizational hierarchy. Check out the video! https://youtu.be/q3dDMwDZ_GA Dataverse Security: Business Units For more information, review the … Continue reading Dataverse Security: Business Units

Dataverse Security: Security Roles

Dataverse Security: Security Roles

Overview of topics to be covered in the Dataverse Security series! Today we are talking about Security Roles on the Dataverse Security Series. This includes an overview of the privileges that can be assigned as well as the access levels available for those privileges. Of course, we talk about best practices along the way and … Continue reading Dataverse Security: Security Roles

Dataverse Security: Where do I Start?

Dataverse Security: Where to Start

Overview of topics to be covered in the Dataverse Security series! Continuing on in the Dataverse Security series, let's talk about how to get started. All of this Security information can be a bit overwhelming! So, here are some actionable steps to keep in mind when you are reviewing an existing system or starting a … Continue reading Dataverse Security: Where to Start

Dataverse Security: Introduction

Dataverse Security: Introduction

Overview of topics to be covered in the Dataverse Security series! I want to kick off a new series about Dataverse Security. In this introduction video, I review the agenda and give a quick overview of what we will be talking about. https://youtu.be/9OnNXk64gWU Dataverse Security: Introduction Follow this Dataverse Security series for more resources and … Continue reading Dataverse Security: Introduction

Power Platform 24 Introduction to Dataverse Security

Introduction to Security in Dataverse

I have been very busy the last week talking about Security in Dataverse! So, I wanted to take a few minutes to share those recordings and resources with you. Security Horror Stories I started the week talking Security Horror Stories with the CRM Rocks Podcast. You can watch this on YouTube or listen on CRM … Continue reading Introduction to Security in Dataverse