We will understand the significance of an entity ownership in Dynamics 365 / Model-Driven App. Before we start, make sure to subscribe to CRM Crate so that you can stay up to date in the field of Dynamics 365 / Power Platform.
What is an Entity / Table Ownership in Dynamics 365?
The entities are used to manage and model the business information in Dynamics 365 Customer Engagement / Model-Driven App. There are several types of entity ownership, while most entities, including custom entities, are either owned by the organization or by a user or team. The type of ownership defines some of the operations that can be performed on a record. Ownership for an entity is defined in the metadata property OwnershipType and it can be declared during the creation of a new entity.
Below are properties for different types of ownerships
| Ownership Type | Description |
|---|---|
| Organization Owned | Contains data involving something that belongs to or that can be viewed by the whole organization. Organization-owned entities cannot be assigned or shared. For example, products are owned by the organization. These entities have an attribute named organizationid. |
| Business Owned | Entities that belong to a business unit. These entities have an attribute named owningbusinessunit. |
| User or Team Owned | Assigned to a user or to a team. These entities contain data that relates to customers, such as accounts or contacts. Security can be defined according to the business unit for the user or team. These entities have attributes named owningteam and owninguser. |
| None | These entities are not owned by another entity. |
What is the difference between User or Team Owned Vs Organization Owned entities?
| User or Team Owned | Organization Owned |
| Can be Assigned to a user or to a team. | Organization-owned entities cannot be assigned or shared. |
| User can have None, User Level, Business Unit level, Parent child business unit level or Organization level access on such entity records. | User can have either Full or None access on Organization Owned Entity records. |
| These entities have attributes named owningteam and owninguser. | These entities have an attribute named organizationid. |
| Data involved can be accessed or viewed as per the security access of user or team owning that record. | Contains data involving something that belongs to or that can be viewed by the whole organization. |
Thus, we learned the significance of entity ownership in D365 / Model-Driven Apps.
The last difference point in the table , it should be reversed right ?
Thanks for your input.
Nice article, thank you for this! Understanding the nuances of different ownership types, such as organization-owned or user/team-owned, is crucial in talent acquisition dynamics 365. This knowledge ensures that staffing professionals can manage and secure candidate data effectively within their CRM systems. It’s essential for aligning recruitment strategies with organizational data policies and enhancing efficiency.