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Finance | Project Operations, Human Resources, ...
Answered

Export Single custom security role & Privilege

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Posted on by 420

Hi All,

Question

How can i export only one (single) security role & its duty/privileges from Dynamics?

Current version of D365FO

10.0.14 (PU38)

Issue

Current export (System administration > Security > Security configuration >  Action pane : Data > Export) all roles as in XML format.

Business Requirement

To export only 1 custom role to import in  Production.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    307,322 Super User 2026 Season 2 on at

    Hi YOG,

    From the security configuration form, this is not supported. That will only export all objects. There are some workarounds which all comes with a price (remember Rumpelstiltskin):

    1) Edit the XML file before import (remove not related roles)

    2) Use data management. Then you can filter the roles to be exported. Move all user and security settings with data entities - Dynamicspedia

    3) Publish only related objects

    Now the downsides of all workarounds:

    Note that there is no automated logic to find only the duties and privileges related to a single role when exporting the security customizations. To move only related duties and privileges, you would have a tedious job to get only the duties and privileges involved for with that roles.

    If you have changed the contents of a privilege, this might be related to multiple roles. If you then import only one, there might be an inconsistency between the configuration form information and the actual behavior of the roles which got not imported or published.

    When you import all and publish only objects for one role, the security configuration form, will show all information as got imported. You then don't have the correct overview what is the active published role content.

    For the reason of all disadvantages, I would suggest to move all security objects anyway.

  • Roshani Profile Picture
    20 on at

    Microsoft docs list few DIXF security entities that can help export import customizaed security roles from TEST/SANDBOX to PROD env. 

    https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/import-export-customized-security

    The following entities hold the customized, role-based security (that is, privileges, duties, and roles) that has been added or modified by using security configuration:

    • Security privilege metadata customization entity
    • Security duty metadata customization entity
    • Security role metadata customization entity

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