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Customer experience | Sales, Customer Insights,...
Suggested Answer

Access Team functionality at Hierarchy level for Dataverse Tables

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Posted on by 2,100

Hi Everyone,

We have a requirement to provide access for users at record level. So we have a plan to leverage the Access Team capabilities in dataverse.

The admin is going to add the users(user1, user2, user3,....) into the main parent record access team grid so that the record can be accessible for these users. We want to automatically add the same users into the child -> sub child table level access team grids as well. 

Question:

Whether adding users on parent table record access team will automatically provide access to child -> subchild level access to records? Or should we go with custom implementation?

Please advise.

Thanks

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  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Inkey Solutions,

    Please refer to this thread in which he found the way to do this:

    community.dynamics.com/.../dynamics-crm---access-teams---cascading-to-child-records

  • Inkey Solutions Profile Picture
    2,100 on at

    Hi

    Thanks for the response.

    I got what you are saying. Even though the users will not be added into the Access Team on child record, the child is accessible to those users who are added on parent record's Access Team. This is good at PowerApp side.

    Since we want to display these shared records on PowerBI report as well, we were planning that it would be easier to filter only those records in PowerBI report where users who are added in the Access Team on all heirarchy level of records. i.e., if user1 is added on the Access Team on parent and all child records, then we will pull only those parent and child records on powerbi report where user1 is associated with the access team of the records on all heirarchy levels. So user1 will be able to see only these records on the powerbi report as well.

    Can we filter only those records which are shared with any user even though they are not added on Access Team?

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