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How can we import only selected (4-5) customized user roles & related duties, privileges from one environment to another?

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How can we import only selected (4-5) customized user roles & related duties, privileges from one environment to another?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,162 Super User 2025 Season 1 on at
    RE: How can we import only selected (4-5) customized user roles & related duties, privileges from one environment to another?

    Hi TU1506,

    Morgan shared the answer for using data management. Ensure you will also move related privileges and duties. When you filter roles, it is a tedious job to check which duties and privileges are related to the security roles you want to move.

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    Morgan Bazin Profile Picture
    Morgan Bazin 44 on at
    RE: How can we import only selected (4-5) customized user roles & related duties, privileges from one environment to another?

    You can export your security configuration using the System Security data entities, then import them into your other environment. You can use the filters in the export configuration to only select the roles you wish to export, or you can manually isolate them after exporting the complete list.

    Import or export a customized security configuration by using Data management - Finance & Operations | Dynamics 365 | Microsoft Learn

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