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Removing Security Roles

  • 1.  Removing Security Roles

    Posted Apr 04, 2020 11:28 AM
    I have a batch of Users (100+) that have a single Security Role applied and I now need to change all their roles to a different single role.  I can apply in bulk no problem but I need to remove the original Role.

    Any ideas how I can do this quickly rather than clicking into each one individually?  This is something I may have to do every 4-6 weeks

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    Martin Whelan
    CRM Support Analyst
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Removing Security Roles

    MICROSOFT MVP
    Posted Apr 06, 2020 03:11 AM
    You can do this with the User Roles Manager in the XRM Toolbox (https://www.xrmtoolbox.com/). You can select a role and them remove it from multiple users.

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    Feridun Kadir
    Principal Consultant, MVP
    Expert CRM Services Ltd
    Stansted
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Removing Security Roles

    Posted Apr 07, 2020 07:17 AM
    Yes but these users are subset of about 2500 users - I can filter out these users using views based on their AD Title within D365 - but the XRM Toolbox does not give me my views only a list of all 2500 users

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    Martin Whelan
    CRM Support Analyst
    Health Business Services HBS
    Thomastown
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Removing Security Roles

    SILVER CONTRIBUTOR
    Posted Apr 06, 2020 03:32 AM
    Easiest way to remove all security roles

    highlight all the users required and then change business unit
    (don't forget to change it back though ��)
    Paul Smith
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    Academy - Online Interactive Learning from Experts


  • 5.  RE: Removing Security Roles

    MICROSOFT MVP
    Posted Apr 06, 2020 03:40 AM
    @Paul Smith I like the lateral thinking! ​​

    ------------------------------
    Feridun Kadir
    Principal Consultant, MVP
    Expert CRM Services Ltd
    Stansted
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Removing Security Roles

    Posted Apr 07, 2020 07:24 AM
    Thank you Paul - Just reread this (properly) and yes that sounds like it would work!

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    Martin Whelan
    CRM Support Analyst
    Health Business Services HBS
    Thomastown
    ------------------------------

    Academy - Online Interactive Learning from Experts


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