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Microsoft Dynamics CRM (Archived)

Security Settings for CSR Manager

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I mistakenly deleted the CSR Manager role and I'd like to recreate it. Are the default security settings (i.e. the colored dots) available so I can manually re-create the role?

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  • Suggested answer
    Mamatha Swamy Profile Picture
    5,426 on at

    You can get it from another CRM environment that you would have (Test / UAT / Production) or even a trial environment

    Create a new solution, add the CSR Manager Role to it and then export it. You can import the role in the required environment.

  • Community Member Profile Picture
    on at

    I don't have a second environment. I understand the option of creating a trial version but was hoping there would be a MS document on-line. I found one (msdn.microsoft.com/.../gg309366.aspx) but this isn't very user-friendly.

  • Verified answer
    Mamatha Swamy Profile Picture
    5,426 on at

    I have exported the role from my trial environment and shared it here https://onedrive.live.com/redir?resid=F9FF0571B75E226D%214241

    Hope this helps

  • Community Member Profile Picture
    on at

    Thanks for your help!

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