Confidentiality and MNPI Controls in Dynamics 365 for Private Equity Firms

Private equity firms often need deal visibility across the organization while still protecting sensitive information from people who should not have access to it.

In this webinar, we will look at how Dynamics 365 and Dataverse security controls can be used to support per-deal confidentiality. We will walk through common scenarios involving material nonpublic information, public-to-private transactions, and other sensitive deal activity where the existence of the opportunity may need to be visible firm-wide, but the underlying details should remain restricted.

The session will focus on practical ways to structure access so teams can collaborate without exposing confidential information more broadly than necessary.

What you'll learn:

• How Dataverse security can be used to control access at the deal level
• How to separate general deal visibility from access to sensitive details
• Approaches for handling MNPI and public-to-private scenarios
• How roles, teams, ownership, and record-level access work together
• Considerations for designing security that is effective without becoming difficult to manage

Best for: Private equity firms using Dynamics 365, deal teams, operations leaders, compliance teams, CRM administrators, and anyone responsible for managing sensitive deal information.