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...
Role Comparator within the XrmToolBox allows you to view differences between roles. -- Corey Hickman The Davey Tree Expert Company Kent OH --
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...
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...
Where can I get the list of predefined security roles for 9.0 Customer Engagement on-prem? #CustomerEngagement #Security #Admin -- Allison Briden Business Systems Analyst Energy Trust of Oregon Portland OR --
We tried to upgrade our first environment from 8.2 On-premises to 9.1 On-premises and got errors. Install went fine and imported org fine as part of the install process, but then when we clicked Upgrade Org we got the following error: 10:22:05| Info| CrmAction execution time;...
Hi All - I really need some Community insight / guidance - Above are screenshots of context menus on an Interactive Dashboard - the first from a single record (email), the second showing bulk operations available on all records within a Stream. I want to customise these menus. Example - on the...
There's a new Dynamics Community on a platform backed by Microsoft. I've created a new group on this Microsoft-backed platform. Please join Our new Portland-OR Microsoft CE/CRM Community There are no membership fees for this community. I hope we'll be able to meet again in person soon and also...