Enable users to access their own Roadmap data in CDS

Description of current (bad) situation

All Roadmap data are stored in CDS* in the Default Power Apps environment. Unfortunately users cannot access their data in CDS (using CDS connectors in various apps/services) by default. For example:
1. When user try to use Power BI to connect to roadmap data, the default behaviour is, that user gets error message which contains something like "ResourceAccessForbiddenException".
2. When user try to explore entities in CDS directly, or try to use CDS Power Apps & Power Automate connector, the default behavior is, that user gets error message which contains something like "missing prvReadmsdyn_roadmap privilege".
(See attached screenshots)

Description of workaround offered by Microsoft (which is not applicable in our company)

System Administrator for Power Apps Default environment can (step 1) create manually a custom CDS role (step 2) set permissions for custom - Roadmap - entities to this role and (Step 3) assign the role to the user. Unfortunately, when custom role is configured using "individual user" access level on the Roadmap entities, then users will not get any error, but users will also not get any data still. When custom role is configured with using "business unit" access level on the Roadmap entities, then users will be able to get ALL data of ALL users in the entire organization, which is not acceptable.

Description of our requirements

We need to modify Project Roadmap in the way that users will get at least Read access to their own Roadmap data, or Roadmap data shared with then, by default (and with no manual intervention by System Administrators). And that should work in both cases - for roadmap records owned by person, as well as for roadmap records owned by/shared with Microsoft 365 Group.

Potential use cases:

• Enable users to use Power BI to connect to their own roadmap data or to roadmap data shared with them (and create Power BI reports).


• Enable users to export their own Roadmap data, or Roadmap data shared with them, using Power Apps / CDS interface.


• Enable users to use Power Automate to integrate (at least in one direction) Roadmaps with other systems, e.g.:
  
  
  • automated customized export of Roadmap data into Excel sheet or SharePoint list
  
  
  • sending (conditionally) customized emails or pushing mobile notifications based on various Roadmap key dates
  
  
  • etc.
  
  
  
  

MS Case

We have a case opened to Microsoft [Case #:20583501], and not getting any resolution.

Thank you in advance!

For example each project has a name. What I would like to is to be able to create Project summaries per employee. One employee can have 20 projects that are being tracked directly by a PM but the tracking is not done through microsoft or project. So i need an easy way to track over all statuses of each project they are assigned. So I would create a new project summary for John Doe and be able to input multiple projects under him with different sub tasks. I am doing this right now by creating a bunch of subtasks under a main task acting as the project. Just figured i'd throw this out there and see if it can be more customizable based on what i am looking for! Thanks

For example each project has a name. What I would like to is to be able to create Project summaries per employee. One employee can have 20 projects that are being tracked directly by a PM but the tracking is not done through microsoft or project. So i need an easy way to track over all statuses of each project they are assigned. So I would create a new project summary for John Doe and be able to input multiple projects under him with different sub tasks. I am doing this right now by creating a bunch of subtasks under a main task acting as the project. Just figured i'd throw this out there and see if it can be more customizable based on what i am looking for! Thanks