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Finance | Project Operations, Human Resources, ...
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Mechanism to compare duties and privileges in a role

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Posted on by 24
Hi 
 
Please may I request assistance.
 
We have the standard security roles that have been deployed as part of our system implementation. As per best practice we have copied the standard role and amended the new role according to our company requirements.
 
I would like to compare the privileges or duties in the system at the following levels:
- Compare 2 roles
- Compare privileges at a user level ( for example one user is able to perform an action and another user cannot- How can I easily identify differences in the profiles?)
 
Note without downloading and running v-lookups in excel. Are there standard functions in NAXT that can enable me to do so?
 
Your assistance will be much appreciated.
 
Regards
Kim
  • André Arnaud de Calavon Profile Picture
    294,261 Super User 2025 Season 1 on at
    Mechanism to compare duties and privileges in a role
    Hi Kim,
     
    Thanks for confirming that you are using an ISV solution. We can try to help you on this forum with the standard Dynamics 365 F&O features and development, but we are not aware of all available third-party ISV solutions and their details. In this case, we provided a reply based on the standard options. If you are wondering if NAXT has additional security features for analyzing differences in roles, then please contact your partner or NAXT support.
  • Kim.A Profile Picture
    24 on at
    Mechanism to compare duties and privileges in a role
    Hi Andre , 
     
    NAXT is a leading solution for equipment dealers on Microsoft Dynamics 365.

     
    Regards
    Kim
  • André Arnaud de Calavon Profile Picture
    294,261 Super User 2025 Season 1 on at
    Mechanism to compare duties and privileges in a role
    Hi Kim,
     
    Please explain to us what you mean by NAXT. You used this also in another question. Is this an abbreviation or a name of an ISV solution?
     
    You can export the security configuration using the Data Management features. The role, duties, and privileges contents are stored as separate XML files if you download the data package. You can then use a text comparison tool to compare two distinct roles or privileges.
     
  • Bharath jain Profile Picture
    1,067 Super User 2025 Season 1 on at
    Mechanism to compare duties and privileges in a role
    Hi Kim,
     
    As Anton, suggested the only option is to download and compare.
     
    Regards,
    Bharath Jain
  • Anton Venter Profile Picture
    19,610 Super User 2025 Season 1 on at
    Mechanism to compare duties and privileges in a role
    Hello,
     
    Using Excel is the only standard way of doing this I'm afraid. What is NAXT?

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