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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Security Roles are aut...
Microsoft Dynamics CRM (Archived)

Security Roles are automatically assigned to new Users

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Posted on by Community Member

Hi,

Whenever we are adding a new system user to Dynamics 365, we noticed that the Customer Service app access OOB role is automatically assigned by default to the new user. We currently have v9.0 of Dynamics CRM.

Anyone knows if this is an expected behavior with Dynamics 365 online, if so can this be changed or disabled?

Thank you in advance,

Mago

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  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,027 Moderator on at

    Hi mago,

    Check the security roles assigned to the default team of the business unit of the user. If the business units default team is assigned the Customer Service app access security role, the security role will be carried over to the new user.

  • Community Member Profile Picture
    Community Member on at

    Hi Adrian,

    Thanks, I'm assuming you are referring if there are any sec roles assigned to the team of the user?

    The new user is only assigned under the root business unit's default team and for our environment it does not have any sec roles assigned to it.

    Thanks.

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi ,

    As you may be aware there is a team for every business unit including the root business unit and when you add a new user it automatically becomes a member of this team. So by applying a security role to the root business unit team every user will have this role and I am suspecting that you have applied the Customer Service app access role to the team of root business unit.

    You need to remove the roles Customer Service app access  from the team of root BU and try to create new user.

  • Community Member Profile Picture
    Community Member on at

    Hi Goutam,

    Thank you, As per checking, the default team of the root business unit does not have the Customer Service app access role assigned to it.

    Also currently this default team of the root BU is the only team the user belongs to.

    Regards,

    Mago

  • antc Profile Picture
    antc 2,911 on at

    I am seeing this on brand new vanilla V9 Instances as well.

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 Moderator on at

    This security role is mandatory for accessing Customer service hub (Interactive service hub). May be MS made this mandate to avoid confusion.

  • Community Member Profile Picture
    Community Member on at

    Thanks Arun, you are correct that this is used to access Customer service hub, but I don't think this is the case.

    We found out that a some users are not assigned with this sec role

    Is there a way from office 365 admin when creating a new user to assign by default a Sec Role?

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 Moderator on at

    Adding license has to be done in o365 portal, security role has to be given in CRM. Just syncing users to CRM when you add the user in security group, enabling them when you assign license are automated.

    Unfortunately this assignment of security role to CRM user when you assign a Dynamics 365 license in o365 admin center is not automated.

    [View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/create-users-assign-online-security-roles]

    May be you can try post create plugin on systemuser entity (I never tried that) to set default security role.

  • RajaBG Profile Picture
    RajaBG on at

    Are you using Sandbox or Production instance type ?

  • Chris from Flexsolve.com Profile Picture
    Chris from Flexsolv... 105 on at

    Currently (May 2019) in D365 Version 1710 (9.1.0.4623) online, this happens in our organisation as well - in Sandbox & Production instances.

    I don't believe it has anything to do with Security Roles of Teams / Business Units.

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