Dynamics 365 Contact Center – Privileges and role-based access
We are announcing the ability to use role-based access for agents and customer service representatives using Microsoft Entra ID within Dynamics 365 Contact Center. This feature will reach general availability on July 24, 2026. How does this affect me? With this feature, admins can link a Microsoft Entra security group to a Dataverse team of the type Microsoft Entra ID Security Group and assign the required security roles once at the team level, such as Basic User, Customer Service Representative, and Omnichannel Agent. Every member of the linked group inherits those roles automatically, so agents get full functionality with no per-user role assignment, including Queue participation, Presence, and Conversation handling. When an agent belongs to more than one team, they receive the combined privileges of all their teams. Existing persona-based assignments continue to work, so current configurations continue to function without changes. This feature is not enabled by default. To enable it: Create a Microsoft Entra security group and add your users as members. In the Power Platform admin center, create a Dataverse team, set its team type to Microsoft Entra ID Security Group, and link it to that security group. Assign the user security roles to the team rather than to individual users. After setup, adding a user to the Entra group provisions them into the Dataverse team automatically on first sign in, and removing them revokes access. Existing persona-based users remain supported, so you can adopt this model gradually for new users while leaving current users unchanged. What action do I need to take? This message is for awareness, and no action is required. Message ID: MC1420635
The post Dynamics 365 Contact Center – Privileges and role-based access appeared first on M365 Admin.
Published on:
Learn moreRelated posts
Microsoft Clipchamp: Updates to the EnableSensitivityLabelForVideoFiles PowerShell setting
The EnableSensitivityLabelForVideoFiles PowerShell setting in SharePoint Online will expand to include Microsoft Clipchamp project files (.cli...
SharePoint: The Next Generation of File & Folder Sharing
Microsoft 365 introduces a single “hero link” for file and folder sharing, simplifying access control and allowing link updates wi...
Microsoft 365 Copilot: Updates to Copilot Tuning and transition to Microsoft Copilot Studio
Microsoft 365 Copilot tuning via Agent Builder templates will pause to transition to Microsoft Copilot Studio, introducing a skill-based archi...
Copilot Analytics Labs under Resources section
Copilot Analytics Labs is a self-service hub launching worldwide in August 2026, offering templates, code, prompts, and guidance to help analy...
Simplified access to Copilot Chat on the Microsoft 365 Copilot mobile app
Access to Copilot Chat on the Microsoft 365 Copilot mobile app will be simplified by removing restrictions from the Intune policy and “A...
Microsoft OneNote: Retirement of Loop components in OneNote for the web
Microsoft is retiring Loop components in OneNote for the web by mid-September 2026. Users can no longer insert Loop components there, but exis...
Agent Builder capabilities update
Agent Builder updates will enable default capabilities for new agents, similar to Microsoft 365 Copilot, with customizable options. The knowle...
Frontier =COPILOT function in Excel will no longer be available
The =COPILOT function in Excel will be retired on September 14, 2026. Users can continue AI-assisted tasks via the Copilot side pane. No admin...
Plan for Change: Intune moving to support iOS/iPadOS 18 and higher later this year
Microsoft Intune will require iOS/iPadOS 18 or higher after Apple releases iOS/iPadOS 27 later this year. Organizations should check device co...
Windows Office Hours: August 20, 2026
If you are an IT admin with questions about managing and updating Windows, we want to help. Every third Thursday of the month, we host a live ...