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Microsoft Dynamics 365 | Integration, Dataverse...
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record viewing approach - security roles.

Posted on by 190

I have a model driven app that allows requesters to request things for ordering.  The requester picks the VP to approve the request.  Then the VP picks the cardholder to order the request. 

I want the requester to only see their own request.  Ideally I want the VP that approved and the card holder that ordered his request to see his request also, but other VP's and Card holders should not.  What's the best approach to achieve this?

Currently my approach is to share the requester record to the Vp and card holder using owner team and access team and attaching the VP and cardholder to the access team in power automate.  But i read sharing too much will decrease performance.  But I can unshare records older then 3 years and move the ownership to an admin so anyone can request to admin to view older records. 

My other approach I have in theory is to create a team for each requester/vp/cardholder combination.  So no sharing necessary and anyone in this team can see the records. 

Can someone tell me which method or if you have other methods please do share.  Thanks

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