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Sample: Enable field security for a table

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This sample shows how to enable field security for a table.

SDK for .NET: Enable field security for a table sample code

This sample requires additional users that are not in your system. Create the required users manually in Microsoft 365 in order to run the sample without any errors. For this sample, create a user profile as is shown below.

First Name: Samantha
Last Name: Smith
Security Role: Marketing Manager
UserName: ssmith@yourorg.onmicrosoft.com

How to run this sample

  1. Download or clone the Samples repo so that you have a local copy.
  2. (Optional) Edit the dataverse/App.config file to define a connection string specifying the Microsoft Dataverse instance you want to connect to.
  3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in dataverse/App.config, any sample you run will use that connection information.

If you do not specify a connection string in dataverse/App.config file, a dialog will open each time you run the sample and you will need to enter information about which Dataverse instance you want to connect to and which credentials you want to use. This dialog will cache previous connections so that you can choose a previously used connection.

Those samples in this repo that require a connection to a Dataverse instance to run will include a linked reference to the dataverse/App.config file.

How this sample works

In order to simulate the scenario described above, the sample will do the following:

Setup

  1. Checks for the current version of the org.
  2. Gets the user that you have created manually in Microsoft 365.
  3. Retrieve the security role needed to assign to the user.
  4. Retrieve the default business unit needed to create the team.
  5. Instantiate a team record and set its property values.

Demonstrate

  1. Creates field security profile and create the request object and set the monikers with the teamprofiles_assocation relationship.
  2. Creates custom activity table and columns using the CreateEntityRequest and CreateAttributeRequest message.
  3. Create the field permission for the identity column.

Clean up

Display an option to delete the records in Setup. The deletion is optional in case you want to examine the tables and data created by the sample. You can manually delete the records to achieve the same result.