Accessing Marketing Custom Table for Sales Managers

Correct Answers: A and G

The Business unit security model is the basis for Dataverse security.

The model controls access to the data using security roles, teams, and users.

By linking all of them together, you are getting a role-based security model.

By default, the Organization is a top-level of a business unit hierarchy.

Each business unit has a default team.

You cannot change or delete the default team.

You must assign every user to only one business unit.

The business unit security model uses security roles to assign them to the users or teams.

A team also can consist of users from different business units.

The most effective way to manage security is to provide access to the teams instead of individual users.

In this case, you do not need to change any user's settings.

You just add the new user to the team.

To provide access to the data in another business unit, you need to create a new team in that business unit, like the Marketing team in a Marketing business unit.

Then you can add sales managers to this team.

If needed, you can create a specific security role to access the data in this business unit and assign this role to the new team.

All other options are incorrect.

For more information about Dataverse security teams management, please visit the below URLs:

To provide Sales division managers with read-only access to the records in a custom table in the Marketing business unit, we can follow the below steps:

1. Create a new Marketing team in a Marketing business unit: We can create a new Marketing team in the Marketing business unit and add the required Sales division managers as members of the team. This will allow the Sales managers to access the Marketing custom table.

2. Share custom table with each Sales manager: Another option is to share the custom table with each Sales manager individually. This can be done by giving them read-only access to the Marketing custom table by sharing the table's URL or by adding them as users in the Marketing business unit.

3. Add Sales managers to the MarketingAD team: We can create a MarketingAD team in the Azure AD and add the Sales managers to the team. This will give the Sales managers access to the Marketing custom table.

4. Create a new SalesMarketing team in a Sales business unit: We can create a new SalesMarketing team in the Sales business unit and add the required Sales division managers as members of the team. Then, we can give the SalesMarketing team read-only access to the Marketing custom table.

5. Add Sales managers to the SalesMarketing team: Another option is to create a SalesMarketing team in the Sales business unit and add the Sales division managers to the team. This will give them read-only access to the Marketing custom table.

6. Create a new Azure AD MarketingAD group: We can create a new Azure AD MarketingAD group and add the Sales managers to the group. This will give the Sales managers access to the Marketing custom table.

7. Add Sales managers to the Marketing team: We can add the Sales division managers to the Marketing team. This will give them access to the Marketing custom table.

Out of these options, the two recommended steps are: A. Create a new Marketing team in the Marketing business unit E. Add Sales managers to the SalesMarketing team

Option A creates a dedicated team for the Marketing business unit, which ensures that the Sales managers only have access to the Marketing custom table and not to other data in the Marketing business unit.

Option E creates a team in the Sales business unit that is specifically for accessing the Marketing custom table. This ensures that the Sales managers have read-only access to the Marketing custom table and not to other data in the Sales business unit.