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Saturday, February 5, 2022

Dataverse Table Ownership

 Dataverse Table ownership is an essential element to understand before working with any preexisting table and even more important when creating custom tables. To simplify, tables or entity ownership means it is owned by another table. According to Microsoft, the way to differentiate between ownership is the presence of the owning field in the table to represent the owning table. 

Ownership typeOwnership fieldTable typeReassign
User or TeamowninguserStandard & Activity✔
BusinessowningbusinessunitStandard
Organization organizationidStandard & virtual
None

Dataverse Table ownership types

Classical - Dataverse Table ownership

However, I believe that most of the cases, table ownership is either one of two options, user or team as one option or organization as another option.

Power App - Dataverse Table Ownership

Security

Table and record ownership is the key to security in Dynamics 365 and Power Apps. each of the security roles is set based on a number of tables privileges to create, read, write, delete, append, append to, assign and share table’s records.

Security ownership

If the circle is empty, the user with the security role will not be able to perform the action (create, read, write, delete, append, append to, assign and share). And if the security role has a higher privilege, the user will access the records based on that privilege.

Collaborating on unassign records

When a record is managed by a user or a team, and it is required to get other organization’s member to perform actions on that record, it can be shared by the record owner, who has share privilege.

Share Record

Assign records

Ownership of the table’s records can be reassigned from one user or a team to another user or a team if the user who is performing the assign has the privilege to assign on that table.

Assign Record

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