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Security roles data migration using KingswaySoft

Posted on by 55

Hi,

I am trying to migrate security role from 2011 on-prem server to d365 on-prem.

When I connect 2011 using kingsway soft I am able to see 4 Security role related entities.

Role,

Role Privileges,

Role Template,

Role Template Privileges,

When I connect to D365 destination I can only see two entities.

Role, RoleTemplatePrivileges

How can i resolve this to migrate all role related settings

  • Divya Bharti Profile Picture
    Divya Bharti 55 on at
    RE: Security roles data migration using KingswaySoft

    These entities are not available because they are system entities and kingswaysoft has limitations or we can say CRM has built in setup for these entities to be available only for particular actions.

    I am not quite sure this is problem of CRM or kingswaysoft. But we created security roles manually and migrated there settings after role creation. Other system entities we discussed with client and decided mutually to not migrate them.

  • Divya Bharti Profile Picture
    Divya Bharti 55 on at
    RE: Security roles data migration using KingswaySoft

    I did but through kingswaysoft they are not available. for upsert action only two entities are there and for create three.

  • Divya Bharti Profile Picture
    Divya Bharti 55 on at
    RE: Security roles data migration using KingswaySoft

    We are migrating from 2011 CRM to D365 direct migration with solution export and import is not possible. and to avoid intermediate environment we are trying using kingswaysoft

  • erhan.keskin Profile Picture
    erhan.keskin 2,247 on at
    RE: Security roles data migration using KingswaySoft

    I am, that is why i gave that link to you to make you check if you see the entities. Did you check?

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Security roles data migration using KingswaySoft

    I am curious about this question. We can add security roles as part of OOB Solution and then Export solution from source environment and import it into Target.

    Is there any specific reason why you are using kingsway soft tool?

  • Divya Bharti Profile Picture
    Divya Bharti 55 on at
    RE: Security roles data migration using KingswaySoft

    Are you able to see all 4 entities in D365

  • Divya Bharti Profile Picture
    Divya Bharti 55 on at
    RE: Security roles data migration using KingswaySoft

    Hi,

    When i connect using kingswaysoft it is not loading those entities in dropdown.

  • erhan.keskin Profile Picture
    erhan.keskin 2,247 on at
    RE: Security roles data migration using KingswaySoft

    Hi,

    I wonder why you don't see those entities. i see them.

    For instance, you can check with this url;

    [organization URI]/api/data/v9.0/roleprivilegescollection

    Regards,

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