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Security Roles by Entity

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  • 1.  Security Roles by Entity

    SILVER CONTRIBUTOR
    Posted 12 days ago
    Hi
    Is there a handy way to see the what Roles have what rights for a specific entity? For example, what role(s) has/have delete rights.
    Maybe a tool from XRM Toolbox?
    Thanks in advance
    Heinz
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Security Roles by Entity

    TOP CONTRIBUTOR
    Posted 11 days ago
    Yep.
    Go to https://admin.powerplatform.microsoft.com/ and navigate to the settings area for your environment.
    Expand Users and Permissions and click Security Roles.
    Select a role and select Edit from the three dot menu.
    This will open the role where you can see all the permissions it has.
    Wrt entities, the two main tabs you will be interested in are Core Records and Custom Entities.
    See https://docs.microsoft.com/en-gb/power-platform/admin/security-roles-privileges for more info.

    ------------------------------
    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Security Roles by Entity

    SILVER CONTRIBUTOR
    Posted 11 days ago
    Hi Donal
    Thanks a lot, not 100% what I was looking for, but good links, some I did not know before.
    Regards and thank you again.
    Heinz
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Security Roles by Entity
    Best Answer

    MICROSOFT MVP
    Posted 11 days ago
    Hello Heinz, for XrmToolBox, take a look at the EntitySecurityRole tool.

    Best regards,
    Andrew.

    ------------------------------
    Andrew Bibby
    D365UG UK Leader
    Dynamics 365 Project Adviser & Microsoft MVP
    Evesham, UK
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Security Roles by Entity

    SILVER CONTRIBUTOR
    Posted 11 days ago
    Hi Andrew
    Thanks very much. Exactly the tool I was looking for! Makes my day.
    Kind regards
    Heinz
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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