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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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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.
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.
Do you mean security roles? You can export & import them by using Solutions.
See crmbook.powerobjects.com/.../solutions for further explanation
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