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Microsoft Dynamics 365 | Integration, Dataverse...
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Query about using teams in Dynamics to manage roles, and also the AAD Security group type

Posted on by 67

Afternoon all,

I am looking at ways to improve my companies implementation of Dynamics, and we are looking at a number of things.

Historically we have applied roles individually to users, and have now mostly moved over to Teams managed roles, which was great apart from the inability of users to see saved views unless they had a specific role in their personal user account.

However, having found through this forum this specific article, I think I know now why and how to fix: https://community.dynamics.com/365/b/the-crm-ninja/posts/aad-security-teams-saving-personal-views

Another thing I have noticed, and started investigating is the possibility of setting up teams now as owners, but as a team type of AAD Security Group.

This would look to be a pretty big time saver, as our service desk can just drop them in a group, and it looks like as long as we hook everything up correctly, with the ID, that it should work perfectly.

Our workplace uses a LOT of queues, some of these are not attached to teams. 

Is anyone familiar with anyway you could automate the adding of users to queues, either via something like power automate or powershell?

I've had a look online, but not found much out there as yet,

Thanks


Dan

  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar on at
    RE: Query about using teams in Dynamics to manage roles, and also the AAD Security group type

    Hey Dan.

    Regarding your first part:  AAD Teams is indeed a time saver:  you create a security group on Azure, create the AAD Team in Dynamics  and assign the security roles to the AAD Team. Whenever a new user is created and assigned to the AzureAD secGroup (and the SecGroup associated to the environment, if any), they will inherit the security role automatically.

    regarding assigning users to queues:  on Sean McNellis git hub you have a powershell module and some examples of adding users (using get-crmRecords command) that might work

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