web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

I need to update User Security Roles in bulk

(0) ShareShare
ReportReport
Posted on by 1,421

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

I have the same question (0)
  • Suggested answer
    Flydancer Profile Picture
    1,332 on at

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

  • Suggested answer
    Sanjana Ramesh Profile Picture
    on at

    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
    Bipin D365 Profile Picture
    28,983 Moderator on at

    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
    MRVIX Profile Picture
    1,421 on at

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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 170 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 70

#3
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans