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Microsoft Dynamics CRM (Archived)

Switch off auto assign Security Roles for new Users

Posted on by 1,784

As soon as new Users are added to the Tenant, these Users are automatically certain Security Roles assigned within our Organisation:

- Customer Service App

- Field Service App

(= All installed Modules, Sales isn't installed)

Is there a way to stop that? I want new Users not to automaticalley get Roles assigned.

Version: latest of Dynamics 365 Online.

*This post is locked for comments

  • moko33 Profile Picture
    moko33 1,784 on at
    RE: Switch off auto assign Security Roles for new Users

    I tried to create a flow but got stuck at one point: how to filter down to those Users which have a Security Role assigned. Because it is a system n:n relationship between Security Role and User I think there is currently no way to do the filtering in flow as we could do it in Advanced Find in Dyn365 CE. Or am I wrong?

  • moko33 Profile Picture
    moko33 1,784 on at
    RE: Switch off auto assign Security Roles for new Users

    Maybe a Flow can remove the unwanted Security Roles?

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Switch off auto assign Security Roles for new Users

    Hi,

    You can use below step on workflow to remove the user role.

    github.com/.../Remove%20Role%20From%20User.md

    Hope this helps.

  • moko33 Profile Picture
    moko33 1,784 on at
    RE: Switch off auto assign Security Roles for new Users

    OK thanks.

    Sad that we need to solve that with a plugin as Workflows can't do the job :-(

  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Switch off auto assign Security Roles for new Users

    This is a default behavior.

    If you want to get rid of it then create a plugin on association of security role, you have to check the user created on date is today date and user has  Customer Service App

    and  Field Service App roles then remove these roles.

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Switch off auto assign Security Roles for new Users

    Hi,

    It seems we cant change this behaviour, but you can create a plugin to remove all roles once user created in CRM.

    www.crmug.com/.../viewthread;MessageKey=d2628d11-6328-4698-8ef5-dc05f0708611&CommunityKey=dc83c23b-ede0-4070-ae7a-dd90859148a6&tab=digestviewer

    community.dynamics.com/.../293915

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