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Exporting Permissions Set from Dynamics NAV to Dynamics 365 Business Central OnPrem or SaaS via RapidStart Unfollow

The procedure to migrate permission sets from old Dynamics NAV to new Dynamics 365 Business Central can only be done via RapidStart. This is because in Dynamics 365 Business Central you can now have User Defined Permission set together with System and Extension based permissions set.

The recommendation is to use a later CU for both releases as we allow export / import from / to two other tables that are now also being used in Dynamics 365 Business Central. These tables are:

Tenant Permission Set
Tenant Permission

In the first table we store the name of the Permission Set. In the second table we store the actual permission.

Procedure:

start up Dynamics NAV 201x and search for Configuration Packages (can be WinClient or WebClient)

NOTE: for the procedure, we expect that there is a custom permission set called "Permission Set to be Migrated" with ID PSTBM with some permissions added to a few tables.

press New to create a new one

NOTE: for simplicity you can add a table filter on both tables via Table, Filter so that only the permission set we did create for this purpose is added to the package

from the Actions menu in the Ribbon, select Export to Excel
save the file locally and open it and leave it open
now go to Dynamics 365 Business Central (for this test, I am using BC150 OnPrem) and perform the same procedure; this time we use two different tables

Tenant Permission Set
Permission Set

from the Package menu, select Export to Excel and open the file

NOTE: for simplicity you can add a table filter on both tables via Table, Filter so we only export it as a template

Results are like this:

7. Now merge the information

Results are like this:

8. User-Defined Permissions have an App ID of zeros which is the missing part:

Results are like this:

9. save the file and import the package via Package, Import from Excel

NOTE: since you did create the package as a template, you may have to remove the created package first before you re-import the modified Excel sheet again to avoid errors

Result are like this:

10. press Process, Apply Package

Result are like this:

You have now successfully imported a permission set from Dynamics NAV into Dynamics 365 Business Central that can be modified if needed.

Choose the Lightbulb that opens the Tell Me feature icon, enter Configuration Packages, and then choose the related link.

Choose the New action.

On the General FastTab, fill in the fields as appropriate. Hover over a field to read a short description.

To exclude the configuration questionnaires, configuration templates, and configuration worksheet tables from the package, select the Exclude Configuration Tables check box. Otherwise, these tables will be added to the list of package tables automatically when you export the package.

Choose the Get Tables action. The Get Package Tables batch job page opens.

Choose the Select Tables field. The Config. Selection page opens.

Choose the Select All action to add all tables to the package, or select the Selected check box for each table in the list that you want to add.

Choose the OK button. The count of tables that you have selected is indicated in the Select Tables field. Specify additional options, and then choose the OK button. Business Central tables are added to the lines of the Config. Package page.

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