{"id":35009,"date":"2023-06-10T15:50:19","date_gmt":"2023-06-10T10:20:19","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=35009"},"modified":"2023-06-09T16:01:37","modified_gmt":"2023-06-09T10:31:37","slug":"how-to-create-and-set-security-groups-for-microsoft-dynamics-365-environment-from-power-platform","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2023\/06\/how-to-create-and-set-security-groups-for-microsoft-dynamics-365-environment-from-power-platform\/","title":{"rendered":"How to create and set security groups for Microsoft Dynamics 365 Environment from Power Platform"},"content":{"rendered":"<p>In this blog, we would be exploring the new addition introduced in Microsoft Dynamics 365 CRM, \u201c<strong>Security Group and Licenses<\/strong>\u201d.<\/p>\n<p>If your Organization has multiple environments, then to segregate their workspace into individual departments, the \u201c<strong>Security Group<\/strong>\u201d option can be used. This shall help in controlling the licensed users, who can be members of a particular environment.<\/p>\n<p>For example: &#8211;<\/p>\n<ul>\n<li>Sales Department\n<ul>\n<li>Environment &#8211; Sale environment<\/li>\n<li>Security Group &#8211; Sales_SG<\/li>\n<li>Purpose &#8211; Providing access to environments that create sales opportunities, handle quotes, and close deals<\/li>\n<\/ul>\n<\/li>\n<li>Service Department\n<ul>\n<li>Environment &#8211; Service environment<\/li>\n<li>Security Group &#8211; Service_SG<\/li>\n<li>Purpose &#8211; Provide access to the environment that handles customer cases.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>As seen in the above example, two security groups provide controlled access to a specific environment.<br \/>\nFollow the below steps and images to create a new security group in your CRM environment-<\/p>\n<h3><strong>Create Security Group<\/strong>\u00a0&#8211;<\/h3>\n<ul>\n<li>Visit Microsoft Dynamics 365 admin center and in the navigation panel select \u201c<strong>Teams and Groups<\/strong>\u201d. Under the \u201c<strong>Teams and Groups<\/strong>\u201d option you can see <strong><em>Active Teams &amp; Groups<\/em><\/strong>, select it. Further in the Security tab, you can see Add a Group option, click on it.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35005\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/security-groups.jpeg\" alt=\"security groups\" width=\"1393\" height=\"634\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/security-groups.jpeg 1393w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/security-groups-300x137.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/security-groups-1024x466.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/security-groups-768x350.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/security-groups-660x300.jpeg 660w\" sizes=\"(max-width: 1393px) 100vw, 1393px\" \/><\/p>\n<p>After selecting \u201c<strong>Add a group\u201d. <\/strong>You need to select the type of group and click next.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35004\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/2security-groups.jpeg\" alt=\"security groups\" width=\"1320\" height=\"647\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/2security-groups.jpeg 1320w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/2security-groups-300x147.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/2security-groups-1024x502.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/2security-groups-768x376.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/2security-groups-660x324.jpeg 660w\" sizes=\"(max-width: 1320px) 100vw, 1320px\" \/><\/p>\n<ul>\n<li>Add basic information about the security group, click next, then click on \u201c<strong>Create group<\/strong>\u201d<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35003\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/3security-groups.jpeg\" alt=\"security groups\" width=\"1151\" height=\"566\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/3security-groups.jpeg 1151w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/3security-groups-300x148.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/3security-groups-1024x504.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/3security-groups-768x378.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/3security-groups-660x325.jpeg 660w\" sizes=\"(max-width: 1151px) 100vw, 1151px\" \/><\/p>\n<ul>\n<li>Under the Security Tab, you will see the newly created Security Group<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/dynamics-365-crm-sharepoint-security-metadata-sync\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"alignnone size-full wp-image-35015\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/SharePoint-Security-Sync-4.gif\" alt=\"SharePoint Security Sync\" width=\"800\" height=\"200\" \/><\/a><\/p>\n<p><strong><img decoding=\"async\" class=\"alignnone size-full wp-image-35002\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/4security-groups.jpeg\" alt=\"security groups\" width=\"1296\" height=\"656\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/4security-groups.jpeg 1296w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/4security-groups-300x152.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/4security-groups-1024x518.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/4security-groups-768x389.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/4security-groups-660x334.jpeg 660w\" sizes=\"(max-width: 1296px) 100vw, 1296px\" \/>\u00a0<\/strong><\/p>\n<p><strong>The next step is to Add members to your Security Group<\/strong><\/p>\n<ul>\n<li>Click On the security group which is listed under the security tab. You will see a panel Click on \u201c<strong>Members<\/strong>\u201d and \u201c<strong>View all and manage members<\/strong>\u201d as shown in the below image.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35001\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/5security-groups.jpeg\" alt=\"security groups\" width=\"1286\" height=\"615\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/5security-groups.jpeg 1286w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/5security-groups-300x143.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/5security-groups-1024x490.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/5security-groups-768x367.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/5security-groups-660x316.jpeg 660w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" \/><\/p>\n<ul>\n<li>Click on \u201c<strong>Add Members<\/strong>\u201d select the respective user and click on <strong>Save<\/strong><\/li>\n<\/ul>\n<p><strong> <img decoding=\"async\" class=\"alignnone size-full wp-image-35000\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/6security-groups.jpeg\" alt=\"security groups\" width=\"1271\" height=\"608\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/6security-groups.jpeg 1271w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/6security-groups-300x144.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/6security-groups-1024x490.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/6security-groups-768x367.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/6security-groups-660x316.jpeg 660w\" sizes=\"(max-width: 1271px) 100vw, 1271px\" \/><\/strong><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34999\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/7security-groups.jpeg\" alt=\"security groups\" width=\"1278\" height=\"615\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/7security-groups.jpeg 1278w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/7security-groups-300x144.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/7security-groups-1024x493.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/7security-groups-768x370.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/7security-groups-660x318.jpeg 660w\" sizes=\"(max-width: 1278px) 100vw, 1278px\" \/><\/p>\n<ul>\n<li>You will see the Added user in the members plane. As shown in the below image.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34998\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/8security-groups.jpeg\" alt=\"security groups\" width=\"1271\" height=\"612\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/8security-groups.jpeg 1271w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/8security-groups-300x144.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/8security-groups-1024x493.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/8security-groups-768x370.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/8security-groups-660x318.jpeg 660w\" sizes=\"(max-width: 1271px) 100vw, 1271px\" \/><\/p>\n<p><strong>Now, you need to add this security group to your environment.<\/strong><\/p>\n<ul>\n<li>Visit \u201c<strong>Power Platform admin center<\/strong>\u201d select the respective environment you want to add the \u201cSecurity Group\u201d to and click on <strong>Edit<\/strong><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34997\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/9security-groups.jpeg\" alt=\"security groups\" width=\"1317\" height=\"641\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/9security-groups.jpeg 1317w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/9security-groups-300x146.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/9security-groups-1024x498.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/9security-groups-768x374.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/9security-groups-660x321.jpeg 660w\" sizes=\"(max-width: 1317px) 100vw, 1317px\" \/><\/p>\n<ul>\n<li>On the left pane click on \u201c<strong>Security group<\/strong>\u201d and assign the security group to the environment.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34996\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/10security-groups.jpeg\" alt=\"security groups\" width=\"1274\" height=\"612\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/10security-groups.jpeg 1274w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/10security-groups-300x144.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/10security-groups-1024x492.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/10security-groups-768x369.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/10security-groups-660x317.jpeg 660w\" sizes=\"(max-width: 1274px) 100vw, 1274px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34995\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/11security-groups.jpeg\" alt=\"security groups\" width=\"1297\" height=\"620\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/11security-groups.jpeg 1297w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/11security-groups-300x143.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/11security-groups-1024x489.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/11security-groups-768x367.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/11security-groups-660x315.jpeg 660w\" sizes=\"(max-width: 1297px) 100vw, 1297px\" \/><\/p>\n<ul>\n<li>Now you see the Security group assigned to that respective environment in the below image<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34994\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/12security-groups.jpeg\" alt=\"security groups\" width=\"1348\" height=\"650\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/12security-groups.jpeg 1348w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/12security-groups-300x145.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/12security-groups-1024x494.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/12security-groups-768x370.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/12security-groups-660x318.jpeg 660w\" sizes=\"(max-width: 1348px) 100vw, 1348px\" \/><\/p>\n<p>If a user who is not a member of a particular security group tries to login into its environment he\/she will get an error pop-up on the screen as-<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34993\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/13security-groups.jpeg\" alt=\"security groups\" width=\"874\" height=\"422\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/13security-groups.jpeg 874w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/13security-groups-300x145.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/13security-groups-768x371.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/06\/13security-groups-660x319.jpeg 660w\" sizes=\"(max-width: 874px) 100vw, 874px\" \/><\/p>\n<p><strong>NOTE &#8211; <\/strong><\/p>\n<ul>\n<li>The users removed from the group, get disabled from the environment<\/li>\n<li>When a security group is associated with an existing environment with users, the users in it that are not members of the group get disabled<\/li>\n<li>If an environment does not have an associated security group, all users with a Dataverse license will be created as users and enabled in the environment<\/li>\n<\/ul>\n<p><strong>Conclusion<\/strong><\/p>\n<p>The security group will help you to easily manage and restrict access to users over multiple environments in Microsoft <a href=\"https:\/\/www.inogic.com\/services\" target=\"_blank\" rel=\"noopener\">Dynamics 365 CRM and Power Platform<\/a>.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we would be exploring the new addition introduced in Microsoft Dynamics 365 CRM, \u201cSecurity Group and Licenses\u201d. If your Organization has multiple environments, then to segregate their workspace into individual departments, the \u201cSecurity Group\u201d option can be used. This shall help in controlling the licensed users, who can be members of a\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2023\/06\/how-to-create-and-set-security-groups-for-microsoft-dynamics-365-environment-from-power-platform\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-35009","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/35009","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=35009"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/35009\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=35009"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=35009"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=35009"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}