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Delegate security role in dynamics 365

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Posted on by Sumaira Noor 1,075

Hello community experts, 

There is a requirement where I had to create a user for dynamics 365 and assign delegate security role to that user and the user should be able to login to dynamics 365.

I created the user and assigned delegate security role to him

But I was not able to login to dynamics 365

Every time I logged in it showed Failed to load the application. 

I assigned auditor security role for that same  user and I was able to login. 

But I want to login using delegate security role 

Please advise 

I'm struggling a lot 

Kindly guide 

Best regards, 

Sumaira Noor 

Categories:
Other Functionality
Dynamics 365 Administration
Customization / Solutions / SDK and API
  • Sumaira Noor Profile Picture
    Sumaira Noor 1,075 on at
    RE: Delegate security role in dynamics 365

    Thanks for the help Alok and Wei

    Best Regards

    Sumaira Noor

  • Suggested answer
    Alok Singh Profile Picture
    Alok Singh 910 on at
    RE: Delegate security role in dynamics 365

    Hi Sumaira,

    Wei Xiong is right that 'Delegate' security can't use independently. User should have assigned a security role with minimum privilege required to login  and then on top of that 'Delegate ' security role can be assigned.

    It is applicable for Online too

    You can refer below blog . it might help you

    www.magnetismsolutions.com/.../act-on-behalf-of-another-user

  • Suggested answer
    Wei Xiong Profile Picture
    Wei Xiong on at
    RE: Delegate security role in dynamics 365

    I think this is also applied to online as well.

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,075 on at
    RE: Delegate security role in dynamics 365

    Thanks a lot for the response 

    Is this role specifically used for dynamics 365 on premise or can be used for online as well? 

    Kindly advise 

    Best regards 

    Sumaria Noor 

  • Verified answer
    Wei Xiong Profile Picture
    Wei Xiong on at
    RE: Delegate security role in dynamics 365

    Hi Sumaira Noor,

    Delegate Security Role. Microsoft Dynamics CRM includes the Delegate security role. The only privilege in this role is "Act on Behalf of Another User". This role on its own does not provide access to Microsoft Dynamics CRM and must be used in conjunction with another security role.

    Impersonation involves two different user accounts: one user account (A) is used when executing code to perform some task on behalf of another user (B).

    Required privileges

    User account (A) needs the privilege prvActOnBehalfOfAnotherUser, which is included in the Delegate security role.

    The actual set of privileges that is used to modify data is the intersection of the privileges that the Delegate role user possesses with that of the user that is being impersonated. In other words, user A is allowed to do something if and only if user A and the impersonated user (B) have the privilege necessary for the action.

     

    Deployment Type Deployment Type Strategy
    On-premises
    or
    IFD/Claims    		 Create a new Dynamics 365 user with a security role which includes the prvActOnBehalfOfAnotherUser privilege. Within this security role, also include privileges for the tasks this user account will perform on behalf of other users.

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