Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Automating Assigned Us...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Automating Assigned User Roles

(0) ShareShare
ReportReport
Posted on by Uresha 15

Good day.

I have been researching on how to automate user role assignments. 

System admin > security > Assign user roles

When looking at adding a rule to the role, I don't see / cant find a role that can reference the STE/FTE/ CON. 

There are two roles that we would like to automate the assignment for:

One for  role "all employee" - STE/FTE ( Employee - Term used in Human Resource Model )

One for  roles " Consultant employee"  ( Contractor - Term used in Human Resource Model ) 

I have also seen in Human Resource Model, can I reference the Tittle ( Consultant/FTE/ etc) for the Query? 

Thanks so much. 

Regards,

Uresha

  • Uresha Profile Picture
    Uresha 15 on at
    RE: Automating Assigned User Roles

    Hi ,

    Would this work for D365 finance and operations?

  • Suggested answer
    Masih Nazar Profile Picture
    Masih Nazar on at
    RE: Automating Assigned User Roles

    We have an existing feature that allows us to create AAD Group Teams in CRM that is associated to desired Security role in CRM and associated to a Group in AAD as well. In your scenario you can create two teams and groups to achieve your task. Please review the Docs below or reach out to support if further help is needed.

    How to create a Group Team:

    https://docs.microsoft.com/en-us/power-platform/admin/manage-teams#create-a-group-team

    Edit a Group Team :
    https://docs.microsoft.com/en-us/power-platform/admin/manage-teams#edit-a-group-team

    Manage Team Member's privilege inheritance :

    https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges#team-members-privilege-inheritance

    How Azure AD security group members match to Dataverse group team members

    How Azure AD security group members match to Dataverse group team members

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Get batch job history log from D365 FO to Power Automate

Product updates

Dynamics 365 release plans