Dataverse examples
Dataverse security roles examples for app sharing
Examples for thinking through Dataverse table privileges, app sharing, teams, business units, and test-user validation.
Dataverse security roles examplesmodel-driven app sharingDataverse permissions
When to use this
Security roles control what users can do after they open an app. App sharing and environment access are only part of the release checklist.
Implementation steps
- Confirm table ownership and business-unit needs.
- Map each persona to create, read, write, delete, append, and append-to privileges.
- Share the app and assign security roles.
- Test with a real user account, not a system admin.
Starter example
Formula / code
Requester:
- Create own Service Request
- Read own Service Request
- Write own draft Service Request
Reviewer:
- Read team Service Requests
- Write review fields
- Append notes to related records
Support Admin:
- Read organization records
- Assign records
- Review audit historyFAQ
Can I copy this example directly?
Use it as a starting point, then adjust data source names, column names, permissions, and validation for your tenant.
Should this be tested before production?
Yes. Test with realistic records, non-admin users, edge cases, and expected data volume before release.
Common mistakes
- Testing only as system admin.
- Sharing the app but not assigning roles.
- Ignoring team ownership.
- Granting delete privileges too broadly.