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Luigia-Costabil's avatar
Luigia-Costabil
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3 months ago
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Roles needed for Dataverse shortcut from Fabric

Hi everyone, I'm evaluating different options to integrate Dataverse with Microsoft Fabric and I'm looking for clarification regarding Dataverse Shortcuts and Service Principals. According to the d...
  • deborshi_nag's avatar
    3 months ago

    Hello Luigia-Costabil 

    Microsoft documentation clearly states , "The account must have the system administrator permission to access data in Dataverse Managed Lake"

     

    Create a Dataverse shortcut - Microsoft Fabric | Microsoft Learn

     

    So, regardless you choose to use an organisational account or a service principal, you will need a system administrator role for Dataverse shortcuts. 

    Q: Is System Administrator strictly required for Dataverse Shortcuts?

    A: Yes


    Q: Does Dataverse Managed Lake bypass the standard Dataverse security model?

    A: Yes, it does not allow fine grained permissions - an admin level access is a hard requirement.

     

    Q: Can a custom role with Read permissions on the required tables be used successfully with a Service Principal?

    A: No


    Q: If not, is Link to Fabric the only recommended approach when following least-privilege principles?

    A: When you use Fabric Link, data is exposed into a Fabric Lakehouse + SQL endpoint, and access is governed by workspace/item permissions, not Dataverse roles. You choose this option when you have appropriate security design on your Fabric platform.