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Microsoft Dynamics 365 | Integration, Dataverse...
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getting all the security profiles created for an entity

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Posted on by 60

How can I get all the security profiles created for an entity? Is there any API through which I can get the ids or any information about the security profiles which had been created for that entity? 

I am able to get all the security roles that had been assigned to a particular user. I want to compare the security profile ids of an entity and the user. If they match, I will check if the security profile has given the user read access to the records found in that entity and the user will be given visibility access to the user.

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  • Community Member Profile Picture
    on at

    Hi Partner,

    What is security profiles you mentioned?

    Entity-level permissions are defined in the security role.

    The only ones with similar names I found was Field/column security profile, is it?

    Could you provide screenshots about it?

  • restassured Profile Picture
    60 on at

    Yes, you're right I meant 'Security Roles'.  Actually, I want to check if a user has the required read access to an entity's record.

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Partner,

    The XrmToolBox has a plugin called Privileges Discovery,which can identify the privilege or privileges based one one entity, select it and find the roles.

    pastedimage1660806922028v1.jpeg

    Then you can using the tool to get all security roles based on the entity and one privileges:

    https://carldesouza.com/find-which-privileges-are-applied-to-which-roles-in-dynamics-365-privileges-discovery/ 

    pastedimage1660807741596v3.png

    You said before:I am able to get all the security roles that had been assigned to a particular user. 

    --There is another tool-User Security Manager, which can load all security roles based on one user.

    Now, You can compare the list of security roles obtained twice and check for overlap to determine if a particular user has read access to an entity.

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Partner,

    With wave1 of 2021 updates, Microsoft has added a new button on the records called ‘Check Access’ using which user can easily check out their access to the records. Also, user can get to know how they got those privileges i.e., via security roles, sharing, directly assigned or via team user belongs to.

    https://docs.microsoft.com/en-us/power-apps/user/access-checker 

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