25 Oct’17

Dynamics 365, EnterpriseCompare two roles in CRM


Managing and understanding security roles in CRM can be tough. One of the Tools on Xrm.Tools is a Security Role Explorer, which tries to help make it easier.

Steps to Compare roles in CRM:

  1. Go to xrm.tools site on browser.
  2. Click on Explore Roles Now button on the left most corner.
  3. You need to enter CRM organization credentials.
  4. Select Compare Roles buttons.

    Compare Roles – Allows you to compare two roles and look at what is Unique to each role, Different or the Same. This is great for example when you are trying to decide if you should consolidate some roles.

    View User Roles – It allows you to provide a user e-mail, it looks up all their roles and presents you a composite view of what their roles provide them. This is great when you have users that have multiple roles, and you want to see what their combined access is.

    View Entity Roles – You simply need to provide the logical name of the entity. Once provided it will show you all the roles and the access each role provides for that entity. This view is great when you simply want to know which roles have access to a specific entity, and you don’t have time to open 20+ roles up to find out!

    We will compare roles in this blog. Thus, enter the roles you want to compare.

The result will be displayed and you can analyse the security roles and depending on the analysis you can create new roles or add access to the existing roles.

You can compare the previous OOB role with the new OOB roles too.

Written by

Krishna Bhanushali

Software Developer

Leave a Reply

Your email address will not be published. Required fields are marked *

Time limit is exhausted. Please reload the CAPTCHA.

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • Dynamics 365 Client Diagnostics

    15 March’ 2018

    Main cause of Performance Issues: Bandwidth and latency are the primary characteristics which affects the performance o...

    Read more
  • Closing Blind Shift in MPOS and CPOS in Dynamics 365 for Retail

    15 March’ 2018

    Manual For closing Blind shift in POS: Blind shifts terminate the currently ongoing shift and when logged in a new shif...

    Read more
  • Persistent Filters in the Power BI Service

    13 March’ 2018

    Introduction: The feature is finally release, and it is power BI has announced general availability of persistent filt...

    Read more
  • Cause and Solution for Scribe MSMQ not receiving Message from AX

    10 March’ 2018

    Issue: Microsoft Message Queuing (MSMQ) service running on Server might be unable to receive messages. Therefore, messa...

    Read more
  • User Privileges on SharePoint – D365 Document Integration

    10 March’ 2018

    Overview: Often, we wonder what could be wrong where we see a generic error on Documents in Dynamics 365. Something lik...

    Read more