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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Export Security Roles ...
Finance | Project Operations, Human Resources, ...
Answered

Export Security Roles To Import in Another Environment

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Posted on by Community Member

Hi,

Can I export all my security roles, duties, and privileges from one environment and then import it in another?

If so, how?

Thanks in advance.

Best regards,

Ana Alves.

I have the same question (0)
  • Verified answer
    AJJAIS Profile Picture
    AJJAIS Microsoft Employee on at

    Hello Ana Alves,

    You can use Data management framework for export/import Privileges , Duties and Roles https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/import-export-customized-security

    Thanks.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 305,125 Super User 2026 Season 1 on at

    Hi Ana,

    I have written two blogs with two options to move the security. One option is using data management; the other option is an export and import from the Security configuration form:

    Move all user and security settings with data entities

    How to: Move security configurations across Dynamics 365 environments

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