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Security Roles for Power Automate?

  • 1.  Security Roles for Power Automate?

    GOLD CONTRIBUTOR
    Posted 7 days ago
    A power user of mine would like to start building Flows for himself and his team. He's the first user in my team wanting to do this and he receives an error message saying that "Access to the environment is denied." when trying to authenticate in Power Automate to the CDS or Dynamics connector.

    Which OOB security role does he need? Anything else I need to consider apart from security roles?

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    Sissy Bottcher
    Business Process Innovation Specialist
    Dynamics 365 for Sales Enterprise (Online v.9)
    San Diego CA
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    Conference-CRMUG_200x200


  • 2.  RE: Security Roles for Power Automate?

    MICROSOFT MVP
    Posted 7 days ago
    @Sissy Bottcher - I would suggest adding the "Environment Maker" role to the user. However, I would also suggest that Data Policies be set to govern the connectors. You wouldn't want sensitive/confidential data being accidentally pushed somewhere that it shouldn't.

    Here are reference links:


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    Aaron Back
    Microsoft MVP | Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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    Conference-CRMUG_200x200


  • 3.  RE: Security Roles for Power Automate?

    GOLD CONTRIBUTOR
    Posted 7 days ago
    Thanks I'll try this out tomorrow. Thanks for the pointers regarding Data Loss Prevention policy. I'll carefully review how that works.

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    Sissy Bottcher
    Business Process Innovation Specialist
    Dynamics 365 for Sales Enterprise (Online v.9)
    San Diego CA
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    Conference-CRMUG_200x200


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