web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Dynamic role assignment to the users

(0) ShareShare
ReportReport
Posted on by 140

Hi all,

We need to assign roles dynamically to all the users but it does not work for eXtensible Data Security (XDS) framework roles
Your feedback is highly appreciated.

Best Regards 

I have the same question (0)
  • Komi Siabi Profile Picture
    13,122 Most Valuable Professional on at

    Hi,

    Could you please elaborate what you mean by assign dynamically?

  • D356FO_Dev Profile Picture
    140 on at

    Hi,

    yes sure. I have created a new role using XDS and would like to assign it to all users. Therefore, I used the D365FO application menu name 'Assign users to roles' and here we have option to assign roles to users manually or dynamically. I want to do it by dynamically but it does not assign roles dynamically on the other hand, manual role assignment works.

  • Suggested answer
    BillurSamdancioglu Profile Picture
    19,856 Most Valuable Professional on at

    Auto assign works if only the users employee is setup correctly. Can you check employees positions.

  • Suggested answer
    BillurSamdancioglu Profile Picture
    19,856 Most Valuable Professional on at

    Please check this blog from Andre Arnaud de Calavon

    dynamicspedia.com/.../

  • Suggested answer
    NikolajSorensen Profile Picture
    1,792 on at

    Have you run the automatic role assignment as well?

    pastedimage1660207207861v1.png

    If that has already been done, please share the rule you have setup for automatic assignment of the role to users. 

    There should not be any limitation in terms of which roles can be dynamically assigned vs. manually and it is not necessary to have employees mapped to users unless you need the data for your rule.

    BR
    Nikolaj

  • D356FO_Dev Profile Picture
    140 on at

    Hi Nikolaj,

    Thank for your feedback.

    yes off course I ran it before but it does not assign role dynamically and manually it does. However, my rule is quite simple.

    pastedimage1660208879325v1.png

  • NikolajSorensen Profile Picture
    1,792 on at

    And have you defined any criteria in the "Edit query" dialog?

    What happens when you press the "Run automatic role assignment" button?

    This is what my system tells me as a warning, when using the predefined rule you are showing, without any additional changes on the query.

    pastedimage1660210511346v1.png

    Do you get the same warning and then nothing happens if you accept it or do you get warnings/errors when it completes?

    BR

    Nikolaj

  • D356FO_Dev Profile Picture
    140 on at

    Hi,

    yes I got the same and I click on 'OK' but nothing happens. Not even a single user assigned a role.

  • NikolajSorensen Profile Picture
    1,792 on at

    Does it work if you try it for any other role?

    Otherwise you would probably need to debug in some other environment what is going on.

  • D356FO_Dev Profile Picture
    140 on at

    Yes it works with other roles and unable to debug because no source code is available.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 669 Super User 2025 Season 2

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 449 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 384 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans