25 Oct’17

D365 GeneralCompare 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Your email address will not be published.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

  • Reading more then 10K records in D3FOE OData API

    11 July’ 2018

    Introduction: We all know Dynamics 365 Finance and Operations has limitation of 10K records to be fetched at a time usi...

    Read more
  • Paging in D365 Customer Engagement v9.0

    10 July’ 2018

    Introduction: The Xrm.retrieveMultipleRecords method is used to retrieve a collection of records in Dynamics 365 Custom...

    Read more
  • Set up Dynamics 365 connection in Microsoft Social Engagement

    10 July’ 2018

    Introduction: This blog explains how to Set up Dynamics 365 connection in Microsoft Social Engagement. Steps to be follo...

    Read more
  • Voice of the Customer failed to install

    10 July’ 2018

    Introduction: Many people face issues in installing Voice of Customer solution on v9 environment and trying repeatedly ...

    Read more
  • Scribe Insight AX as a Web Service Find Block issue

    10 July’ 2018

    Introduction: If we need to look up for any value from AX then we do it by using a Find Block in Scribe Insight Eg: Basi...

    Read more