Workspace Table Permissions

Each workspace controls which Dynamics 365 tables its pages and widgets are allowed to read. This table allowlist used to live in its own Workspace Settings screen. In v2.0 it lives inside Edit Workspace → Admin Settings → Manage Tables.

Opening Manage Tables

1. Open Workspaces in the sidebar.
2. Click the pencil (Edit) icon on the workspace card you want to configure.
3. The Edit Workspace panel opens. Scroll to the Admin Settings section near the bottom.
4. Click Manage Tables.

Figure 5.3 — Edit Workspace panel showing Admin Settings.

Adding and Removing Tables

The Manage Tables editor lists every Dynamics 365 table in the workspace's bound environment. Toggle a table on to allow widgets in this workspace to read it; toggle off to deny.

• Adding a table: turn it on. New widgets created in this workspace will then see it in their Data Source dropdowns.
• Removing a table: turn it off. Existing widgets pointing at the removed table will fail to load until you re-enable the table or change the widget's source.
• Table permissions are per workspace — disabling a table here does not affect other workspaces, even if they share the same environment.

Best Practices

• Start with a minimal allowlist — only enable tables your dashboards actually read from. This keeps the widget Data Source picker fast and reduces accidental data exposure.
• When migrating a workspace to a new environment, re-check the allowlist — table availability may differ.
• Combine workspace-level table permissions with D365's native row-level / column-level security for defense in depth.