Prerequisites

Required accounts and permissions

Service principal

Impliancy operates using a service principal (Impliancy App). It requires the Dataverse System Administrator role in every environment you want to index. Impliancy does not use delegated user permissions (Impliancy does not impersonate users).

Tenant admin rights

A Global Admin is required for:

• Granting API permissions to the service principal
• Approving the connection in Impliancy

A Global Admin or Power Platform Admin is required for:

• Assigning Dataverse roles

Network and security

• Outbound access to Azure and Power Platform APIs
• No special firewall rules needed
• Impliancy does not require inbound network access to your tenant

Optional (but recommended)

• Naming convention for environments to improve governance clarity

Once these prerequisites are met, continue with the installation.