Find Which Privileges Are Applied to Which Roles in Dynamics 365 with Privileges Discovery

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In Dynamics 365, privileges are assigned to roles. Users can have many roles applied, and users can be assigned to teams which have many roles applied as well.

As a system administrator, you may need to know which roles have which privileges, such as when you are troubleshooting why a particular user does or does not have access to certain records.

For example, the Account Manager role below has many privileges for different record types such as Leads, Notes etc:

What if you wanted to know all the roles that where users can delete leads, without selecting each one?

The XrmToolBox has a plugin called Privileges Discovery:

On selecting it, you will see below. Click on Load Roles and Privileges:

Under name, you will see the entities in your system:

You can filter by entity name. I will filter by Lead. Select the specific type of privilege you are looking for (Organization, Parent: Child Business Unit, Business Unit, User or Any) and click the arrow to move it into the Selected Privileges box:

The click Display roles that match the selection. All roles that use the selected criteria will be displayed:

Finally, you can open the security role in Dynamics 365 from the toolbox:

 

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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