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Secure data access using filtered views

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Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Admins, makers, marketers, or analysts, automatically Apr 2025 -

Business value

Using filtered views, admins can secure record-level access by defining security based on certain values of a field. For example, admins can define access to records where the City field value is equal to Seattle, Bellevue, and Redmond. This security model is critical in securing data access to reporting and analytical records.

Feature details

Dataverse has a role-based, security model where record-level access is determined by record ownership. This security model isn't sufficient to support reporting and analytical records where there is no record of ownership, as these records are typically summarized or transformed into data dimensions.

With this feature, admins can define security roles using filters for certain values in a column.