PL400 : troubleshoot operational security issues (Configure Microsoft Dataverse Security)

In the era of digital transformation, security is a major concern. Cyber ​​hackers easily target any application and system. They exploit important information that can damage an organization's business plan or reputation. Security is not a one-time establishment, it should be reviewed from time to time. for example; Sometimes, former employee credentials work into current business applications that provide unauthorized access with a legitimate process.


Operational security is an analytical and strategic process used for risk assessment and management to identify information that can be used by attackers and against an organization's business and reputation.

There are a few key areas that can be considered in operational security:

  • Unencrypted Credentials
  • Logs and Events anomalies
  • Permission issue
  • Access Violation
  • Misconfiguration setting and devices
  • Weak security configuration 

Microsoft provides a next generation business process automation and productivity suite known as Power Platform for the domain expert in all tasks. It is a no code / low code approach and user friendly tool that supports better automation and information management for organizations and individuals. Microsoft Power Platform is built to analyze data, build solutions, automate processes, and create virtual agents, all of which can save your organization both time and money. It is a powerful and connected platform that enables everyone to innovate and democratize digital transformation.

Microsoft is committed to the highest levels of trust, transparency, standards conformance, and regulatory compliance. It aims to enable business groups to focus on solving business problems efficiently while complying with IT and business compliance standards.

Microsoft Power Platform provides multiple layers of security and extends tenant, environment and data layer capabilities, leveraging the deep expertise Microsoft has accumulated in the areas of compliance, identity management and data access security to keep data secure.


Troubleshooting: Common User Access:

To access a Dataverse environment, a user must meet the following criteria:

  • Be enabled for sign-in in Azure Active Directory (Azure AD).
  • Have a valid license that has a Dynamics 365 or Microsoft Power Platform recognized service plan, or the environment must have active per-app plans.
  • Be a member of the environment's Azure AD group (if one has been associated with the environment).
  • Have at least one Dataverse security role assigned directly to them or to a group team they're a member of.

Multiple factors affect user access to Microsoft Dataverse environments. Administrators can use the Run diagnostics command to assess user access to a Dataverse environment, and get details and mitigation suggestions as to why a user can or can't access the environment.


User doesn't have sufficient permissions:

If the security role is missing this permission the system administrator will need to changes this setting by clicking or tapping on it.



Thanks to Microsoft for content and pictures.

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