Administrators configure team-based access for representatives through Microsoft Entra ID security groups. They link an Entra security group to a Dataverse team of type Microsoft Entra ID Security Group and assign at the team level the required security roles such as:
Basic user
Customer Service Representative
Omnichannel agent
Every member of the linked group inherits the roles automatically with no per user role assignment, including:
Queue participation
Presence
Conversation handling
When a representative belongs to more than one team, they receive the combined privileges of their teams. Existing persona-based assignments continue to work, so current configurations continue to function without changes.
Business Value:
Large contact centers face major challenges when they onboard and offboard service representatives at scale. Administrators must assign multiple security roles to each user individually. This approach increases effort, delays readiness, and raises the risk of access errors.
This feature simplifies access management through Microsoft Entra security groups. Administrators assign roles to a group once. They grant or revoke access instantly by adding or removing users from the groups.
Organizations reduce administrative burden, strengthen access control, and speed up onboarding. New service representatives receive the access they need on day one. Administrators replace thousands of repetitive tasks with a centralized, scalable model that supports growth and improves operational efficiency.
Enabled for:
Enabled for admins/makers/marketers automatically
GA date: July CY2026