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Automating Assigned User Roles

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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

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Masih Nazar on at

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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

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Uresha 15 on at

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RE: Automating Assigned User Roles

Hi ,

Would this work for D365 finance and operations?

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