Wednesday, 9 April 2025

Enable Power Platform Integration: Set up D365FO integration with Dataverse

 

Set up D365FO integration with Dataverse

 This document shows how to set up D365FO integration with Dataverse.

Create a security role

  1. Sign in to the Power Platform admin centre and select an environment.

  1. Select Settings > Users + permissions > Security roles.

  1. Select + New role.

  1. Enter a role name.
  2. Select a business unit.
  3. To allow team members to inherit the privileges of this role when it's assigned to a team, accept the default Member's privilege inheritance setting, which is Direct User (Basic) access level and Team privileges.
  4. Select Save. The properties of the new role are displayed.

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  1. Enter your table name in the Search input field to find your app's table.

  1. Select your table and set the Permission settings. Then select the Save button.
  2. Assigning new role to user
    1. Select user and click 3 dots.

2.      Select Manage security roles.

3.      Select newly created role and save.

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AI-generated content may be incorrect.

Enable Power Platform Integration: Set up D365FO integration with Dataverse

  Set up D365FO integration with Dataverse   This document shows how to set up D365FO integration with Dataverse. Create a security role...