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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / I need to update User ...
Customer experience | Sales, Customer Insights,...
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I need to update User Security Roles in bulk

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Posted on by MRVIX 1,260

Hi, I just want to gather options on how I can update User's Security Roles in BULK. Thanks!

  • Suggested answer
    MRVIX Profile Picture
    MRVIX 1,260 on at
    RE: I need to update User Security Roles in bulk

    Hi Everyone, thanks all for your responses. What worked for me is the XRMToolBox's User Role Updater.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,961 Moderator on at
    RE: I need to update User Security Roles in bulk

    Hi,

    If you want to do it from c# code then use ExecuteMultipleRequest to assign security role to a user in bulk.

    docs.microsoft.com/.../microsoft.xrm.sdk.messages.executemultiplerequest

    docs.microsoft.com/.../microsoft.xrm.sdk.messages.associaterequest

    Please mark my answer verified if i were helpful

  • Suggested answer
    Sanjana Ramesh Profile Picture
    Sanjana Ramesh on at
    RE: I need to update User Security Roles in bulk

    Hello Marjorie,

    You can come up with a script that gets all rolePrivileges of a security role, add/update new privileges & then call replace privileges.

    links-
    https://docs.microsoft.com/en-us/dotnet/api/microsoft.crm.sdk.messages.addprivilegesrolerequest?view=dynamics-general-ce-9 
    https://docs.microsoft.com/en-us/dotnet/api/microsoft.crm.sdk.messages.replaceprivilegesrolerequest?view=dynamics-general-ce-9 

    Additionally, you can also refer below link using XRM toolbox.

    https://nishantrana.me/user-guide-user-security-manager-xrmtoolbox-plugin-for-managing-users-security/ 

    Hope this helps!

    Regards,

    Sanjana

  • Suggested answer
    Flydancer Profile Picture
    Flydancer 1,332 on at
    RE: I need to update User Security Roles in bulk

    You should try using the XrmToolBox https://www.xrmtoolbox.com/ and have a look at the "Role Updater" Plugin

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