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Is it Possible to automate security roles to the users?

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Posted on by Amrutha B K

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Hello Experts,

Requirement is while adding user to the crm or creating users it should automatically assign security roles and field security roles to the user , please suggest me.

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CRMJetty 3,508 on at

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RE: Is it Possible to automate security roles to the users?

Hello Amrutha B K

Yes, Using power automated and Azure ID it can be done.

Follow this link : iiu.dk/.../

Please mark the answer as verified if that's helpful for you.
Joost Cuppes 5 on at

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RE: Is it Possible to automate security roles to the users?

Hello, i've tried doing this, but new users are still not getting the group? What do i need to change to get it to work?
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Bipin D365 28,977 Moderator on at

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RE: Is it Possible to automate security roles to the users?

HI,

You can write plugin to assoctiate role to use.

docs.microsoft.com/.../sample-associate-security-role-user

Code to associate field security profile to user

www.ais.com/.../

Register steps on Systemuser entity and message is create post operation.

Please mark my answer verified if i were helpful
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LuHao 40,884 on at

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RE: Is it Possible to automate security roles to the users?

Hi Amrutha,

A relatively simple way is to assign security roles to the organization team.

Each D365 organization has a team with the same name as the organization, and it contains all users in the organization. New users will also be automatically added to this team.

So we only need to assign security roles to this organization team, this way whenever a new user is created, the user will have these security roles.

Reference: https://ledgeviewpartners.com/blog/quick-tip-quickly-assign-roles-users/