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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Migration of user roles from SAP to D365

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Posted on by 5

Hi All,

We're in process of migrating from SAP to D365. I am trying to learn an efficient way to migrate all existing user roles from SAP to D365. Creating all new users from scratch in D365 would be a nightmare!

Appreciate your comments and suggestions!

Thanks.

RP.

I have the same question (0)
  • Suggested answer
    Mehdi AMRANI Profile Picture
    1,422 on at

    Hi,

    There is no standard way to do a migration from SAP to D365. What you can do, is to create first your roles in D365 and do an extra system mapping between the D365 Roles and the SAP ones. Then extract your user from SAP and convert the file to D365 (don't forget to create Data Entity to to bulk import your users).

    Regards,

    Mehdi

  • Suggested answer
    Assisted by AI
    CU27011421-0 Profile Picture
    on at

    Migrating user roles from SAP to D365 isn’t a direct “copy-paste” exercise, and that’s where most people get stuck.

    SAP roles and D365 security models are fundamentally different. SAP is more role-transaction driven, while D365 is based on duties, privileges, and role-based access tied to business processes. So trying to replicate SAP roles exactly in D365 usually creates unnecessary complexity.

    A better approach is to treat this as a role redesign, not just migration.

     

    In most real implementations, what works is:


    • Analyze existing SAP roles and identify actual business responsibilities behind them

    • Map those responsibilities to standard D365 security roles wherever possible

    • Only create custom roles if there’s a genuine gap

    • Use tools like Security configuration / RSAT / data management framework to bulk assign roles instead of manual setup



    •  

    Also, avoid creating hundreds of highly granular roles like in SAP. D365 works better with fewer, well-structured roles aligned to job functions.

    One more important point. This is a good opportunity to clean up access. Many SAP environments carry legacy roles that no one questions. If you migrate them blindly, you carry the same problems into D365.

    So instead of asking “how to migrate roles”, the better question is “what access should users actually have in the new system”.

    That shift usually saves a lot of effort and avoids long-term security issues.

  • Martin Dráb Profile Picture
    239,451 Most Valuable Professional on at
    Which D365 product are you using? The D365 brand covers quite a few things, such as Finance and Operations, Business Central or Customer Engagement.
  • Suggested answer
    ManoVerse Profile Picture
    1,151 Super User 2026 Season 1 on at
    There’s no tool today as per my knowledge that can suck SAP roles in and spit out perfect D365 CE security roles. It would be a manual activity by Business analyst as per dynamics environment process and structure
    SAP and D365 speak completely different languages , I hope in near future AI agent can do that magic :) but currently it can help you to generate mapping files or categorize role
    Create your D365 security roles first (no escaping this part).
    Users get created automatically once you assign licenses + security groups in the D365 Tenant. To update user profiles you can create one excel and assign roles in bulk, you can automate it, use SSIS with KingswaySoft
    *Answer based on D365 CE
  • Suggested answer
    ananeto Profile Picture
    38 on at
    We had a customer in Mexico who integrated SAP using a platform that has multiple connectors https://www.connecting-software.com/blog/microsoft-dynamics-365-sales-customer-service-sap-gmail-together/. Maybe that could be useful in this scenario too, as I know its Dynamics connector is able to handle the users.

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