Microsoft Dynamics 365 | Integration, Dataverse...

Is it Possible to automate security roles to the users?

(0) Share

Report

Posted on by Amrutha B K

233

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.

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

LuHao 40,892 on at

Like (0)

Report

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/

Was this reply helpful? Yes No
Suggested answer

Bipin D365 28,983 Moderator on at

Like (0)

Report

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

Was this reply helpful? Yes No
Joost Cuppes 5 on at

Like (0)

Report

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?

Was this reply helpful? Yes No
Suggested answer

CRMJetty 3,512 on at

Like (0)

Report

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.

Was this reply helpful? Yes No