Loading...

Dynamics 365 Contact Center – Privileges and role-based access

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 more
Need help with this product?

We can help you with Dynamics 365 Contact Center – Privileges and role-based access

If you want help implementing, troubleshooting, or improving this product, contact us and we’ll point you in the right direction.

M365 Admin
M365 Admin

by João Ferreira

Share post:

Related posts

Change in sender email address for Copilot emails

Microsoft is updating the sender email for Copilot-related educational and enablement emails to [email protected] by mid-S...

21 hours ago

Microsoft Purview: Information Protection – Auto-labeling simulation scale increase from 4 million to 20 million items

Microsoft Purview Information Protection increases auto-labeling simulation capacity from 4 million to 20 million items, expands SharePoint si...

21 hours ago

Microsoft Exchange Online: Review and configure EWSAllowedAppIDs before Exchange Web Services access changes

Microsoft is updating how EWSAllowedAppIDs is applied in Exchange Online as part of EWS retirement starting October 1, 2026. Organizations usi...

21 hours ago

IT resources to plan, prepare, and deploy Windows

New and updated resources are available whether you’re a seasoned IT pro or earlier in your career. Learn how to effectively roll out feature ...

21 hours ago

[Whiteboard] Legacy Whiteboard migration to OneDrive

Microsoft Whiteboard is migrating from legacy Azure-based storage to OneDrive-backed storage. Migration must be completed by September 25, 202...

21 hours ago

Microsoft Teams: Organize important resources in chats and channels

Microsoft Teams is introducing a new way to organize and access important resources in chats and channels. Users will be able to pin key conte...

1 day ago

Microsoft Teams: Analytics for desk utilization on Teams Pro Management portal

Teams admins can access utilization analytics for Teams bookable desks on Teams Pro Management portal, similar to analytics provided for meeti...

1 day ago

Outlook: Inline chat for email drafting

Instead of opening Copilot Chat every time you want to use Copilot to draft a message, this change introduces an inline chat component that st...

1 day ago

SharePoint: Changes to the FAQ web part authoring experience

The SharePoint FAQ web part will provide a standard, non-AI experience for manually creating, editing, and managing FAQs. The AI-assisted FAQ ...

1 day ago

Microsoft Teams: Multi-line call history tabs in the Calls app

Multi-line users get a redesigned call history experience that organizes activity by phone line. Call activity is organized into dedicated tab...

1 day ago

Newsletter

Get the latest Dynamics 365 and Power Platform content in your inbox

A curated digest of community blogs, product news, videos, and podcasts — delivered without the noise.

Weekly updates Unsubscribe anytime Fresh community picks
We use your email only for the newsletter and you can unsubscribe at any time.
By subscribing, you agree to the privacy policy.