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Microsoft Dynamics CRM (Archived)

Overwrite/Merge existing security Role with another

Posted on by Microsoft Employee

Hi,

I have two security Roles A and B, I want to copy all roles from A to B, I don't want to create new one.

also I want to keep the original permission of A. How can I do this ? I am getting error Role already exist.

Thanks

Tahir

*This post is locked for comments

  • RE: Overwrite/Merge existing security Role with another

    do you have an updated link for merging the roles?

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Overwrite/Merge existing security Role with another

    Although you have the merge tool, it would be best to do this manually and make sure that the updated role is exactly what you need it to be. The Merge tool will create a new role for you.

    Hope this helps.

  • Verified answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Overwrite/Merge existing security Role with another

    Hi,

    As per my experience I would suggest go for manual process .This may be risky to merge security role until unless you are sure about the tool and CRM version.It might not be work. Microsoft suggest to copy security role but they did not provide merge may be for some reason I am not sure exactly why?

    So please go for manual process.

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Overwrite/Merge existing security Role with another

    the only way you can do it by merging A and B and creating C, other option is to do Manually.

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Overwrite/Merge existing security Role with another

    Hi Khan,

    Please follow below step,

    1) Go to Security role B and Click Save As and Name it as C (Taking back up of Security role B)

    2) Now for merging Security role using code.msdn.microsoft.com/.../SourceCode,

    If you find it helpful, Please mark my answer as verified.

    Best Regards,

    Shahbaaz

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Overwrite/Merge existing security Role with another

    Hi,

    This will Merge A and B and will create a new Role C, I just want to copy all roles from B to A. I don't want to create new role.

    Thanks

    Tahir

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on at
    RE: Overwrite/Merge existing security Role with another

    You can use the following tool:

    code.msdn.microsoft.com/.../Merge-security-roles-in-e2423a32

    Hope this helps

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