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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to transfer access...
Microsoft Dynamics CRM (Archived)

How to transfer access rights

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Posted on by Rabelani Netshifhire 80

Dear Friends

I used XrmToolBox to transfer view, dashboards and charts from one CRM application to another, but the access rights does not go across, i have to again give access rights on the destination CRM application, is there anyway where i can transfer access as well?

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  • Suggested answer
    Flydancer Profile Picture
    Flydancer 1,332 on at

    Do you mean security roles? You can export & import them by using Solutions.

    See crmbook.powerobjects.com/.../solutions for further explanation

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 Moderator on at

    You have to share the dashboards, views, charts again in each environment as this object sharing access rights are stored in POA table, this is data & cannot be moved as part of solution or xrmtoolbox.

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi Rabelani,

    The best way to move security role access with Dynamics CRM solution.

    - Create separate solution

    - Navigate to security role from left pane of solution window and add existing security roles.

    - Export solutions

    - Import to another environment.

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