web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Compare security roles...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Compare security roles between environments

(1) ShareShare
ReportReport
Posted on by Guy Boswell 63
I have a task a user can do in a development and UAT environments but not in Production
The task is to pin a note on a contact timeline
With System Administration users I can complete the task in all three environments so it appears the issue is permissions
I want to compare the security roles the user has in the UAT and prodution environment and check if there are differences between the two
Visual comparisson between the two is theoretically possible but with thousands of entities to compare it is practically impossible
Is there anyway to export the security roles into a table that would allow comparrison of the same role from two environments?
I know there are third party tools that will compare roles within an environment but I can't find any that work across environments
And I am worried about downloading free software to /hack/ my corporate security!
I have the same question (0)
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    Please refer to the following link:
    --COMPARE SECURITY ROLES
    --This XrmToolBox tool allows you to compare the privileges and show the differences between two roles in the same environment or across different environments
    For the task--pin a note on a contact timeline
    --If you have a system administrator or basic user role, the pin and unpin settings work by default.
    --Or you can refer to this thread, check privilege of ' Timeline Pin': Dynamics Community Forum Thread Details
    So you can assign basic user role to the user, or select one role that assigned to the user and set ' Timeline Pin' privilege.
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 170 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 70

#3
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans