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Microsoft Dynamics CRM (Archived)

Re-naming Security Roles

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Posted on by 321

Quick Question - Will renaming a security role cause any known issues for my users? I have some really badly named security roles that I'd like to clean up and rename, but I don't want to break anything. I haven't found anything saying specifically if there is any issue with it, but wanted to check first.

Thanks!

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  • Suggested answer
    Jeevarajan Kumar Profile Picture
    Jeevarajan Kumar 747 Most Valuable Professional on at
    RE: Re-naming Security Roles

    Hello Toni,

    It shouldn't cause any problems since you are just changing the name. You just need to make sure that, this security role is not used by any custom javascript (its common to use them to provide access to business process, show /hide ribbons etc.), plugins and workflows. Otherwise good to go.

    Hope it helps.

  • ToniG Profile Picture
    ToniG 321 on at
    RE: Re-naming Security Roles

    Awesome thank you. I will double check my workflows but I'm pretty sure none of them are set on a security role name.

  • Verified answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Re-naming Security Roles

    Toni,

    That should not cause any issues but just to stay safe you should take a backup of existing roles before you changed name. The easiest way to to that - create solution and put all security roles inside, export solution as unmanaged.

  • Verified answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: Re-naming Security Roles

    Hi,

     it won't cause any issues except if you have some javascripts/plugins/custom workflow activities which would be verifying role membership by role name

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