How do we track the security roles changes for a user.

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Posted on by Srujan K

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How do we track the security roles changes for a user in CRM Online 2016. If a user's security role is changed from 'ABC ' to 'XYZ' how/where do we check that in audit histtory.

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Community Member Microsoft Employee on at

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RE: How do we track the security roles changes for a user.

Hi, I had the same problem.

Here is the solution, it works:
dyn365apps.com/.../dynamics-365-crm-enabling-auditing-to-monitor-users-security-role-changes
Srujan K 317 on at

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RE: How do we track the security roles changes for a user.

It is not visible in Audit History
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Shantnu Sharma 655 on at

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RE: How do we track the security roles changes for a user.

There is no OOTB way to do it (AFAIK). You could do custom auditing here. You could use associate/dissociate message and check for the association/dissociation between systemuser and role entity and log the details in some custom entity.
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Mahadeo Matre 17,021 on at

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RE: How do we track the security roles changes for a user.

Check in audit history, audit entry will be shown like "Associate Entities", when you open audit history record, you will find which role assigned.

In "Dissociate Entities" will have role removed.

As User and Role has N:N relationship, audit will be shown under Associate entities.