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Microsoft Dynamics 365 | Integration, Dataverse...
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Merging two security roles to make a third

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Posted on by 10

Hi not sure i'm posting in the correct forum, I would like to merge two security roles in nav to make a third someone has asked this before but the links in the answer no longer work i was wondering if anybody had more updated links. 

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/273839/overwrite-merge-existing-security-role-with-another 

Thanks 

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  • Verified answer
    Community Member Profile Picture
    on at

    Hi Partner,

    Maybe you can use Security Role Merge tool from XrmToolBox to merge two security roles.

    Security Role Merge  · XrmToolBox

    For example, i want to merge following two security roles:

    pastedimage1628818646993v1.png

    (1) Download XRM ToolBox. https://www.xrmtoolbox.com/

    (2) Once you have downloaded and installed it, then connect to you crm environment.

    Insert organization url and password, you can connect successfully.

    pastedimage1628818808035v3.png

    (3) Go library to install Security Role Merge.

    (4)Open it and do following operations:

    pastedimage1628819049667v4.png

    Result:

    The third new security role can be created with permission from Test1 and Test2.

    pastedimage1628819182897v6.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • dale curtis van elle Profile Picture
    10 on at

    thank you

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