How to export/import a security role to another environment

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Posted on by Noriyuki

i am trying to move some of security roles to another environment.

but it is too much hassle for me to set a param one by one (like an attachment )

is there any easier way like import/export csv?

i coud find the solution about D365 Human Resources but not for Sales

Sorry for not good my English.

Thank you.

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Nya 29,060 on at

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Hi,

Please refer to the following thread.

(+) Updating security roles using a solution. - Microsoft Dynamics CRM Forum Community Forum

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Ram Prakash Duraisamy 2,287 on at

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Hi Noriyuki

Hope you are doing good.

Please follow below steps to export and import

1. Navigate to your organization

2. Click Gear icon at the top select advance settings

3. Navigate to solution and create a solution

4. Once solution created click Security Roles then add your security roles

5. Once done publish all Customization and click export and export as manged or Unmanaged based on your needs

That's it :-)

Please mark as answer if it is helpful

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Bipin D365 28,983 Moderator on at

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Hi,

Take help from your developer to add your security role which you are modifying in a solution. once security role is added, export the solution and import it into your target enviornment.

You don't have to manually update each privileges.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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Hicham GRC 200 on at

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Hi,

If you want to deploy the security roles related to the root business unit, it's simple.

You create an unmanaged solution , then you add the roles you want to deploy in your target environment, and finally export the solution and import it in the other environment.

In xrmtoolbox, you can use the tool "Export Security Role" but only for the extract.

Hope this will help.

KR,

Hicham

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Noriyuki 10 on at

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Sorry for the late answer

Thank you for your kindness

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