How to Use Security Role Sync in XrmToolbox
In this blog, we will explore the use of the XrmToolBox and different tools present in the store. XrmToolBox is free to use tool that connects with the Dataverse environment and provide you with various tools that allow performing heavy management task very easily. Many developers have contributed to XrmToolBox store by creating a tool/library which is beneficial in the regular development and management work of Dynamics 365 CRM Consultants/Developers.
You can find the Installation and setup guidance from a website that you can follow as we directly going to start exploring different types of tools available.
Home Page: https://www.xrmtoolbox.com/
Connection Setup with Dataverse Environment: https://www.xrmtoolbox.com/documentation/for-users/manage-connections/
Tool #1: “Security Role Sync” created by Bharath Sheelam
The tool is created to sync the security roles between two users. I have two users present in the Dataverse environment and I have requirement to sync roles from one user to another.
If we need to sync the roles from “Richie Jacob” to “Siddhi Patekar” so we need to select “Richie Jacob” in Source and “Siddhi Patekar” in Destination.
Once you select the user and you need to click on Sync Security roles it will start syncing and notify you once it is completed.
Use Case and Key Benefits:
- Developer work can be minimized using this tool as they might be having multiple users to sync the roles and debug the security permission.
- Remove the manual efforts for checking for security permission from the reference user and apply it to the required user. Let’s say you have to replicate the security permission from User 1 to User 2 and without this tool you need to open the security permission of User 1 and note it down then only replicate the same permission to User 2.
- If you have a scenario where functionality is working for one user and not working for another user due, and you are getting a security permission error. You can use this tool and sync the security roles considering they should be belonging to the same security based on business requirements.
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