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Dynamics 365 Community / Blogs / Dynamics Duo Academy / Moving Security Configurati...

Moving Security Configurations and Assignment Between Environments

Chris Segurado Profile Picture Chris Segurado 612

To move custom security roles as well as security assignment and legal entity security role restrictions from one environment to another, please export the below in the following sequence in environment 1 and reimport in target environment 2.

  1. User Information
  2. Security privilege metadata customizations entity
  3. Security duty metadata customizations entity
  4. Security role metadata customizations entity
  5. Security user role association
  6. SystemSecurityUserRoleOrganizationEntity
  7. Security segregation of duties conflict
  8. Security segregation of duties rule

If you do not implement SOD, please neglect the last 2 entities.

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