Creating and managing users and teams is a crucial aspect while using Microsoft Power Platform. The PL-200 Microsoft Power Platform Functional Consultant exam addresses this topic elaborately, highlighting how to manage roles, configure settings, create teams, and grant user permissions.
Managing Users and Roles
- User Configuration: The first step when managing users and teams is creating and configuring users. In the Office 365 admin center, you can add users, edit their settings, assign roles, and define their licenses. It’s best practiced to assign only the necessary permissions to each user to maintain security.
- Role Assignment: Once a user is created, assign them a role. Role-based security in Power Platform restricts unauthorized users from accessing certain functionalities. The roles can be customized based on user responsibilities. The platform provides several pre-set security roles like System Administrator, System Customizer, etc.
Here’s a sample list of Power Platform Security Roles:
Security Role | Description |
---|---|
System Administrator | Complete access to all features |
System Customizer | Ability to customize the system, but no admin access |
Schedule Manager | Ability to create, update and delete user’s schedules, etc |
Creating and Managing Teams
Teams in Power Platform allow a group of users to work together. Instead of granting permissions to individual users, you can create a team, add users, and assign the same security role to all members.
- Creating a Team: In Power Platform, navigate to the ‘Sales Hub’ > ‘App Settings’ > ‘Teams’. Click on ‘New’ to create a team. Give your team a name and an optional description, then save.
- Managing a Team: Once a team is created, you can add or remove users, change roles, or delete the team. To add a user to a team, navigate to the team record, and under ‘Users’, click ‘ADD USER’. You can add multiple users at once.
Configuring User Settings
User settings govern various aspects like formats for date and time, default pane and default tab etc. These can be configured in Power Platform. Navigate to ‘Settings’ > ‘Administration’ > ‘Users’, open a user record, and then click ‘Manage Roles’.
Granting User Permissions
The “principle of least privilege” is a baseline standard in administering user access. Power Platform provides a matrix of privileges across various entities – none, user level, business unit level, parent-child business unit level, and organization level.
For instance, you might grant a user Organization-level Read privilege for an Account entity, meaning they can read Account records across the entire organization.
This paradigm of creating and managing users and teams helps keep your Power Platform environment organized and secure. So, if you’re gearing up for the PL-200 exam, understanding these concepts and knowing how to apply them in practice is essential. Remember to balance user access with security, and to use teams for efficient permission management.
Practice Test
True/False: In Microsoft Power Platform, Teams can share common business records.
- True
- False
Answer: True.
Explanation: Teams are collections of users that can share common business records. They enable users to work with a common set of records so that they can easily cooperate and communicate.
What is the maximum number of teams that can be created in Microsoft Power Platform?
- a) Unlimited
- b) 500
- c) 1000
- d) 10,000
Answer: a) Unlimited
Explanation: There is no limit to the number of teams that can be created in Microsoft Power Platform.
What does a Security Role in Microsoft Power Platform define?
- a) User Access Levels
- b) Team Management
- c) Data Connectivity
- d) User Interface Configuration
Answer: a) User Access Levels
Explanation: A Security Role defines User Access Levels to various records within the system. It helps control the kind of data a user can access and the extent of data manipulation they can carry out.
True/False: Teams in Microsoft Power Platform cannot own records.
- True
- False
Answer: False.
Explanation: Teams in Microsoft Power Platform can own records. This allows multiple users to have access and collaborate on the same set of data.
Who can assign Security Roles to users in Microsoft Power Platform?
- a) Only Administrators
- b) Any User
- c) Users and Teams
- d) Administrators and Users with specific permissions
Answer: d) Administrators and Users with specific permissions
Explanation: Only Administrators and Users with specific permissions can assign Security Roles to other users in Microsoft Power Platform.
True/False: A single user can be a member of multiple teams in Microsoft Power Platform.
- True
- False
Answer: True.
Explanation: A single user can be a member of multiple teams in Microsoft Power Platform. This allows for collaboration between various teams within an organization.
Which statement is true?
- a) Only Administrators can create teams on Microsoft Power Platform.
- b) Teams on Microsoft Power Platform can have the same access rights as users.
- c) Teams on Microsoft Power Platform cannot be nested.
Answer: b) Teams on Microsoft Power Platform can have the same access rights as users.
Explanation: Teams on Microsoft Power Platform can be assigned security roles which gives them a set of access rights which can be similar to that of an individual user.
True/False: Teams in Microsoft Power Platform can own data without any duplication.
- True
- False
Answer: True.
Explanation: Teams in Microsoft Power Platform can own records and there’s no duplication of data. This helps in more efficient use of resources and data management.
What are the two types of teams in Microsoft Power Platform?
- a) Access Teams and Security Teams
- b) Private Teams and Public Teams
- c) Management Teams and Operations Teams
Answer: a) Access Teams and Security Teams
Explanation: In Microsoft Power Platform, teams can be divided into two types: Access Teams and Security Teams, each serving different purposes related to user access and security.
True/False: In Microsoft Power Platform, a user can be part of a team but can’t be assigned a security role.
- True
- False
Answer: False.
Explanation: A user in Microsoft Power Platform can both be part of a team and have an assigned security role. These are two independent aspects of user management.
A user’s security role in Microsoft Power Platform determines:
- a) The user’s level of access to data
- b) The user’s ability to add other users to a team
- c) The user’s email account settings
Answer: a) The user’s level of access to data
Explanation: A user’s security role determines what kind of data they can access and what kind of manipulations they can carry out on that data – it does not influence their ability to add users to a team or their email account settings.
Interview Questions
What actions are required to create a new team in Microsoft Dynamics 365?
To create a new team in Microsoft Dynamics 365, navigate to the admin center, select Teams under Groups and then click on Add a team. Enter the team name and description, assign members and roles. Finally, click save.
How would you modify an existing user’s role in Microsoft Dynamics 365?
In Microsoft Dynamics 365, navigate to the admin center, select Users, find the user’s name and open the user profile. Then under Manage Roles, select or unselect the required roles and click on Save.
What is the purpose of the Business Unit field when creating a new user in Microsoft Dynamics 365?
A Business Unit represents a division or department within the organization. When you assign a user to a Business Unit in Dynamics 365, it identifies the access level and security context for that user’s data.
What is a Security role in Microsoft Dynamics 365, and why is it necessary?
A Security role in Dynamics 365 defines the level of access a user or team has to record types and data. This helps the organization to manage data security and user access levels effectively.
Can I assign multiple security roles to a single user in Dynamics 365?
Yes, multiple security roles can be assigned to a single user based on what access they need. The privileges from all the assigned roles will accumulate, giving the user access to all functionalities included within those roles.
How would you disable a user’s access to Microsoft Dynamics 365 without deleting the user account?
Navigate to the admin center, select Users, find the user’s name, and open the user profile. Under Product licenses, you can switch off the Dynamics 365 license. This will disable the user’s access without deleting the account.
Is it possible to assign users to multiple teams in Dynamics 365?
Yes, users can be part of multiple teams. This flexibility helps when users need access to records across different teams.
What is a Team in the context of Microsoft Dynamics 365?
A Team in Dynamics 365 represents a group of users who can be created to collaborate, share resources and perform common tasks. It can be based around job functions, departments, projects or other criteria.
How can you provide access to a record in Dynamics 365 to a team?
To provide access to a record to a team in Dynamics 365, you can assign the record to that team. All team members can then work with that record based on their security role privileges.
What is a Team type in Microsoft Dynamics 365?
Team type in Microsoft Dynamics 365 can be “Owner” or “Access”. Owner teams have full rights, including sharing, and can own records. Access teams don’t own records but have access rights to records shared with them.
How can users be added to a team in Dynamics 365?
To add users to a team, navigate to Settings > Security > Teams. Open the specific team record and under the Users tab, click on “+ Add User”. Select the users and click on “Add”.
How can you remove a user from a team in Dynamics 365?
Under Settings > Security > Teams, open the specific team record, find the user in the Users sub-grid and then click on “Remove” for that user.
How can you change the business unit of a user in Dynamics 365?
Go to Users records under Security model. Choose the user whose Business Unit you want to change. In the toolbar, click on “More Commands (…)” and then “Change Business Unit”. Select the new Business Unit and save the changes.
What happens when a user is added to a team in Dynamics 365?
When a user is added to a team, they inherit the security permissions of the team, which can give them access to certain records and data that they might not have access to on an individual level.
How can you assign security roles to a team in Dynamics 365?
Under Settings > Security > Teams, open the specific team record. In the “Roles” tab, click on “Manage Roles”, select the roles that you want the team to have, and click on “OK”.