dataverse-security
Installation
SKILL.md
Dataverse Security and Access
Assign security roles, grant application users access, and self-elevate as tenant admin. Use first-party CLIs only: PAC CLI changes roles, the Dataverse CLI verifies them. Do not write Python scripts for role operations.
When to use
| Need | Use instead |
|---|---|
| Create or modify tables, columns, relationships | dataverse-metadata |
| Org settings, audit, bulk delete, retention | dataverse-admin |
| Query or read records | dataverse-query |
| Create, update, or delete records | dataverse-data |
| Tenant-level governance (DLP, environment lifecycle) | pac admin --help |
Prerequisites
- PAC CLI installed and authenticated (
pac auth create); check the active profile withpac auth list - System Administrator in the target environment — or Global Admin, Power Platform Admin, or Dynamics 365 Admin for self-elevation
- Dataverse CLI signed in (
dataverse auth create) for verification