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Security in Microsoft Dataverse 

Headshot of article author Mark Spilde

What is Dataverse? 

Microsoft Dataverse is a cloud-based, low-code solution that lets you securely store and manage data that’s used by business applications. With your data stored in Microsoft Dataverse, there are many ways to access or modify it. You can work with the data natively with tools such as Power Apps or Power Automate, or through connectors and APIs you can link to Microsoft Dataverse from any business solution. Dataverse was built for powerful, scalable solutions. 

Security In Dataverse 

The goals of the Dataverse security models are as follows: 

  • To provide users with the access only to the appropriate levels of information that is required to do their jobs. 
  • To categorize users by role and restrict access based on those roles. 
  • To support data sharing so that users and teams can be granted access to records that they do not own for a specified collaborative effort. 
  • To prevent a user’s access to records the user does not own or share. 

Why Choose Dataverse? 

  • Security: Dataverse handles authentication with Azure Active Directory (Azure AD) to allow for conditional access and multi-factor authentication. It also provides rich auditing capabilities. 
  • Logic: Dataverse allows you to easily apply business logic at the data level. Regardless of how a user is interacting with the data, the same rules apply. These rules could be related to duplicate detection, business rules, workflows, or more. 
  • Data: Dataverse offers you the control to shape your data, allowing you to discover, model, validate, and report on your data. This control ensures your data looks the way you want regardless of how it is used. 
  • Storage: Dataverse stores your physical data in the Azure cloud. This cloud-based storage removes the burden of worrying about where your data lives or how it scales.  
  • Integration: Dataverse connects in different ways to support your business needs. Data exports and other tools give you the flexibility to get data in and out. 
  • Auditing: The Dataverse auditing feature is designed to meet the external and internal auditing, compliance, security, and governance policies that are common to many enterprises. 
  • Data Loss Prevention: The Power Platform and Dataverse protects your data with Microsoft Data Loss Prevention (DLP) both data at rest and in transit. 

Building Secure Hybrid Environments 

As organizations accelerate the transition to the cloud there is a higher need and reliance on advanced technologies when making business and operational decisions.  

  • Connected: From anywhere in the world and at any time, your workers can access cloud-based services and data in your Microsoft 365 subscription and organizational resources, such as those offered by on-premises application data centers. 
  • Secure: Sign-ins are secured with multi-factor authentication (MFA) and built-in security features supported by Azure AD which helps protect against malware, malicious attacks, and data loss. 
  • Managed: Your hybrid worker’s devices can be managed from the cloud with security settings, allowed apps, and compliance with system health. 
  • Collaborative and productive: Your hybrid workers can be as productive as on-premises in a highly collaborative way with online meetings and chat sessions with Teams, shared workspaces for cloud-based file storage with global accessibility and real-time collaboration with SharePoint and OneDrive, and shared tasks and workflows to divide up the work and get things done. 

Additional resources:

  • Microsoft Azure 
  • Microsoft 365 
  • Microsoft Dynamics 365 

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