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Microsoft PL-900: How Can Business Restrict Access to Sensitive Financial Data in Microsoft Dataverse?

Learn how to ensure only approved managers can access sensitive financial data in Microsoft Dataverse. Discover the role of role-based security settings in controlling data access and maintaining compliance.

Table of Contents

Question

A business wants to ensure that only approved managers can access sensitive financial data in Microsoft Dataverse. What should they configure?

A. Data export restrictions
B. AI-driven authentication
C. Power Automate notifications
D. Power BI report sharing settings
E. Role-based security settings

Answer

E. Role-based security settings

Explanation

Microsoft Dataverse uses role-based security to control access to specific data entities, ensuring only authorized users can view or modify sensitive information.

Role-based security settings in Microsoft Dataverse are the key mechanism for controlling access to sensitive financial data. Dataverse uses a role-based security model, allowing administrators to assign security roles to users, teams, or groups. Each role defines specific permissions—such as read, write, create, or delete—at various levels, including environment, table, row, or column. By configuring these roles, organizations can ensure that only approved managers have the necessary privileges to view or modify sensitive financial records, while restricting access for other users.

Security roles can be customized or selected from predefined templates that follow the principle of minimum required access. This approach enables fine-grained control, ensuring compliance and data protection by limiting access strictly to those who need it for their role.

Role-based security settings in Dataverse allow organizations to define and enforce who can access, view, or modify sensitive data, ensuring that only authorized managers have access to financial information.

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