Deploy Security Roles Dynamics 365

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There are situations where you create security roles in one organization and you need to transfer them to another organization, e.g. a development environment to a production environment. We will go through an example of how to do this.

First, create a new security role:

Next, add some permissions:

Create a new solution and select the new security role:

Now, in the destination system, select the security role:

The new security role will now appear in the new system.

 

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ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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One Response to Deploy Security Roles Dynamics 365

  1. Hello Carl,
    Greetings of the day…!

    Please help to suggest me how do we achieve the below scenario

    salesperson security role users, for example, X, Y are salespersons, and Z is Admin user on the organization

    When X user has login he could see only his accounts on the timeline and Y should see his respectively.

    As Z is admin user, he should see all the users activities

    Thanks in advance

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