Security Role

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Posted on by Vishnu Kumar9

Hello All,

We have MSCRM 2015 on premise. Currently we have more than 100 security roles in all the environments. Currently our staging, production environment has managed solutions. Among the security roles, we have some of them duplicated and named as '-Copy' in the end of role. I believe this is done when they upgraded initially and made customization's. Now I want to clean up that mess and make a bit clear environment for my admins. Currently admins are confused while providing the access.

What would be the best way to deal with this?

Thanks for your time to read this.

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Answers (1)

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Adrian Begovich 21,009 Super User 2024 Season 2 on at

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RE: Security Role

Hi Vishnu Kumar9,

I recommend following the approach suggested by Goutam Das. There should be no issues if you follow his approach.
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gdas 50,085 on at

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RE: Security Role

You can delete directly by going to default solution, there should not have any issue.

You might be face some dependency issue so you need to fix those if you get before delete.
Vishnu Kumar9 80 on at

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RE: Security Role

Hi Adrian,

Do you think deleting security roles from managed solution wont hurt CRM system?
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Adrian Begovich 21,009 Super User 2024 Season 2 on at

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RE: Security Role

Hi Vishnu Kumar9,

You should delete all security roles that are not required.
Vishnu Kumar9 80 on at

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RE: Security Role

Hi Mahadeo,

You want me to delete the security role from managed solution?
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Mahadeo Matre 17,021 on at

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RE: Security Role

Hi..

First Remove roles which are not used or assigned to any user or team.

then look for roles which are giving same permissions or duplicate remove those.
Vishnu Kumar9 80 on at

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RE: Security Role

Hi Gautam,

Thanks for the response. The system is built by a vendor, so our dev instance is also Managed solution. May I know, how should I check if the security roles are assigned to any forms or business process flows?

If all the environments are managed what should I do to correct these roles?
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gdas 50,085 on at

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RE: Security Role

Hi ,

As per my experiences deleting security role from solution which have already deployed in the managed systems you will simply get error with missing components. Now to overcome this issue you need to check following if you want to import solution from DEV/Unmanaged instance.

Step 1 - Check the if those security role has been assigned to any forms , Business Process flows. If yes then deselect those roles from all the Forms and BPF from your DEV unmanaged environment

Step 2- Delete the roles which you don't need from DEV.

Step 3- If I remember correctly you might need to remove the role assignment from the managed instance directly by going to setting --> Customization -->Customize the System -> Entity(Forms) , Process.

Step 4- Export the solution from DEV and Import the solution to the other managed environment.

Skip step 3 first time and try to import the solution see if you are getting any error or not . Otherwise you need to do step 4 as well.