Customer Engagement & Dynamics CRM Forum

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  • 1.  Where to get List of predefined Security Roles for 9.0 Customer Engagement On-prem?

    TOP CONTRIBUTOR
    Posted Jun 29, 2022 11:58 AM
    Where can I get the list of predefined security roles for 9.0 Customer Engagement on-prem?

    #CustomerEngagement #Security #Admin

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    Allison Briden
    Business Systems Analyst
    Energy Trust of Oregon
    Portland OR
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  • 2.  RE: Where to get List of predefined Security Roles for 9.0 Customer Engagement On-prem?

    GOLD CONTRIBUTOR
    Posted Jun 30, 2022 09:09 AM
    I spent a little google time and couldn't come up with one either. I know the settings can change quite a bit even between minor releases and service packs, so your best bet may be just to spin up a new instance on a test box with the exact build you're interested in. We are in the on line version, but have a practice of using our own custom security roles and never rely on or make mods to the pre-defined OOB roles.

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    Jeff Woodard
    Chief Technical Officer
    Transportation Financial Services, Inc.
    West Palm Beach FL
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  • 3.  RE: Where to get List of predefined Security Roles for 9.0 Customer Engagement On-prem?

    TOP CONTRIBUTOR
    Posted Jun 30, 2022 03:19 PM
    Thanks for looking into this, Jeff! We also use custom Security Roles for all our users; I wanted to see what are the permissions granted to the Basic User because there may be new permissions I'll need to add to our existing roles. We don't have resources to spin up a test box so I can't see what's new until we run the upgrade.

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    Allison Briden
    Business Systems Analyst
    Energy Trust of Oregon
    Portland OR
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  • 4.  RE: Where to get List of predefined Security Roles for 9.0 Customer Engagement On-prem?

    SILVER CONTRIBUTOR
    Posted Jul 01, 2022 09:58 AM
    Role Comparator within the XrmToolBox allows you to view differences between roles.

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    Corey Hickman
    The Davey Tree Expert Company
    Kent OH
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  • 5.  RE: Where to get List of predefined Security Roles for 9.0 Customer Engagement On-prem?

    SILVER CONTRIBUTOR
    Posted Jul 01, 2022 10:46 AM
    Edited by Chrys Wilkinson Jul 01, 2022 10:46 AM
    If you're looking to compare your custom security role to the OOB Basic User role, you can use the XRMToolBox: DotCy Toolbox Security Role Compare Tool or the Role Comparator. These work pretty well. My only issue with these is that you can't export a report but other than that, I think it will give you what you are looking for.

    Hope this helps,
    Chrys

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    Chrys Wilkinson
    CRM Analyst
    VA
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