Record level security

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Posted on by CU14111529-0

Hi, I am working on a canvas app with dataverse and my data is coming from some other data sources through Power Automate and it refreshed daily. I want to implement record level security so that my users can only see the records that belongs to their divisions. I created BU and teams for their divison and added users in those teams. After that i changed the 'Owners' field of my DV table to their division and it automatically changes the BU as well. But still users are able to see all the records. can anyone guide me?

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MichaelFP 1,999 Moderator on at

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If you data that you are getting from other data sources are not inside Dataverse tables, you will not be able to get the benefits of the security roles. Because the security is based on the record that are storage inside the Dataverse database, every data that is outside Dataverse environment you must grant the security access control. by yourself.

But if the data is on the Dataverse table, you must check first the type of the table who you choose when you created. Because today we have two types of tables Organization Owned and User-Teams Owned. And the second one is the one that allow you to segregate the data based on the business units,user or teams.

You can read more here Types of tables - Power Apps | Microsoft Learn

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CU14111529-0 6 on at

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Hi MichaelFP,

Thanks for taking out your time, yes my data is stored inside Dataverse tables and those tables type is 'User or Team'. Still i am facing problem on this record base security? can you please help.

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SaiRT14 1,992 Super User 2025 Season 1 on at

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Ensure that your Dataverse table’s ownership type is set to Owner (User or Team). This is essential for record-level security to function.

In the Power Platform Admin Center or Power Apps portal, go to Settings → Users + permissions → Security roles.

For each security role that needs division-level access, set the following permissions for the relevant Dataverse table:

Read: Set to Business Unit or User if it’s more restrictive.

Create, Write, Delete: Configure according to your needs but typically limited to Business Unit.

Assign the configured security role to each division team. This role should restrict access to records owned by the respective team’s Business Unit (BU).

clear cache and try

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