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Export Security Roles To Import in Another Environment

Posted on by Microsoft Employee

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.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,269 Super User 2024 Season 2 on at
    RE: Export Security Roles To Import in Another Environment

    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

  • Verified answer
    AJJAIS Profile Picture
    AJJAIS on at
    RE: Export Security Roles To Import in Another Environment

    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.

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