Remove All Roles from User

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Posted on by VM-18112335-0

Is there a native way to delete all of the roles from a user at once instead of having to delete one by one in the Users page? If not, can there be? We have dummy accounts setup for troubleshooting and regression testing. Often we need to wipe and re-setup roles to reflect real users and its just a bit time consuming to manage that this way and slows us down. I know there are things like the XRM toolbox but, if I'm not misunderstanding, it seems like it does more a remove users from roles en masse vs removing all roles from one user. It seems like some kind of multi selection deletion within the 'Users' page would be ideal.

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Dynamics 365 Finance

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Sohaib Cheema 49,677 Super User 2026 Season 1 on at

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Hi,

Easiest solution: Disable the user.

Otherwise you have two more options

1) use data entities

2)) use bulk assignment/de-assignment using UI/Form

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Navneeth Nagrajan 2,538 Super User 2026 Season 1 on at

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Hi VM-18112335-0,

Your question is related to D365 Finance, however there are no tools like xRMToolbox available for D365 FO. One of the solutions recommended by Sohaib is the best and the quickest solution - Disabling the user. However, if you need to delete all the roles associated with the user then there is no mechanism in D365 Fo to do so. Licensing wise, it is recommended to disable the user if all the roles associated with the user are to be disbanded rather than have all the roles removed and then keep the user enabled.

The other alternative is to go to System Administration -> Enquiries -> Security -> User role assignments and then will show up the list of roles assigned to the user and the sub-roles associated with the user if any and then go to System Administration -> Security -> Assign users to roles and remove the users associated with the users associated with that role under the section Users assigned to the role. The above alternative approach is applicable for users you are looking to scale down too.

Hope this helps. Happy to answer questions, if any.

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André Arnaud de Cal... 303,674 Super User 2026 Season 1 on at

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Hi,

In line with the reply from Sohaib, you can use OData to manage the roles in bulk. You can create an Excel workbook with the security role assignments and the Dynamics 365 connector in Excel. You can refresh the sheet, delete the lines in Excel and click publish.

You can also consider Power Automate and have a flow removing all roles from a user.

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VM-18112335-0 14 on at

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Thank you all! I'll give the Power Automate route a go. I'm not as familiar with using OData but I could ask our Dev team about creating a file for connector use. I appreciate the disable/user role assignment suggestions but because these are dummy users for testing we want to be able to just clear and re-add roles based on the user we're troubleshooting for as opposed to disabling a live user permanently or mass removing a specific role from many users, if that makes sense.

Thanks again!

V

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