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10Hello,
We have a Customer Insights implementation with 6 Business Units and are using Access Teams for access control in Dataverse today.
Current Dataverse access model (works as intended)
- Users can be members of multiple Access Teams.
- Access Teams are aligned to what we conceptually treat as sub‑BUs (for example C, D, E).
- Access is group‑managed via Azure AD.
- Resulting behavior:
- If a user is a member of Access Teams for C, D, and E, they can see all data belonging to C, D, and E.
- They cannot see data belonging to A or B.
- If a user is only a member of A, they can only see A
- This works well across Dataverse entities using standard security + Access Teams.
The challenge in Customer Insights – Journeys
The issue appears specifically in Customer Insights – Journeys, especially for:
- journeys
- emails
- marketing interactions
- real‑time marketing assets
In CIJ, data access seems to be evaluated based on the user’s primary Business Unit rather than:
- Access Teams
- team membership
- cross‑BU collaboration patterns
This creates a problem for our hybrid access model:
- We need Business Unit A to be fully isolated
- Other units (C, D, E, etc.) must collaborate and share CIJ assets and data
- Users already have the correct access via Access Teams, but CIJ does not appear to respect this model
Questions
- Is this behavior expected in Customer Insights – Journeys (BU‑based access only)?
- Does CIJ currently ignore Access Team membership when determining visibility of journeys, emails, and interactions?
- Is there a supported way to implement a hybrid model where:
- One BU is isolated
- Other BUs collaborate
- Access Teams (rather than primary BU) drive visibility
- If not supported, what is the recommended Microsoft architecture for this scenario?
- Separate environments?
- Separate CIJ instances?
- Different BU structure?
- Other patterns?
We want to avoid duplicating environments if possible, as Dataverse access control already works correctly using Access Teams.
Any clarification on supported patterns, limitations, or roadmap considerations would be greatly appreciated.
Thanks in advance!
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