Microsoft Dynamics® CRM Training
Copying a Security Role
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In Microsoft Dynamics CRM, Security Roles determine the privileges granted to users in the organization. In other words, they determine what a user can and cannot do in the system. Users with a Security Role of System Administrator or CEO-Business Manager can create new Security Roles for their organization.
Microsoft Dynamics CRM comes with 15 out-of-the-box Security Roles; however it is likely that many organizations will have the need to create custom roles. To do this, navigate to Settings > System > Administration, and then click Security Roles. In the toolbar, click New, which opens the Security Role form.
If I click each tab, I see that this new Security Role starts with no privileges. I have to create it from scratch, going through and manually setting each privilege individually. This could be quite time-consuming, especially if you have to create multiple roles.
Luckily there is a trick you can use to significantly cut the time it takes to create a new Security Role: In Microsoft Dynamics CRM, templates exist for a number of entities to save users time, such as Article templates, Campaign templates, and Process templates. These provide users with a nice framework or starting point. However, there are no Security Role templates, but you can copy existing roles. For example, if I want to create a new Scheduler Security Role, but I don’t want to edit the existing one, I can copy it and edit the new version instead of starting from scratch.
To copy a Security Role, I return to the list of existing Security Roles. I select the one I want to copy, click More Actions, and then click Copy Role. A Copy Security Role dialog opens. I can give the new role a name and then click the OK button. Once Dynamics CRM is done copying the role, the new one opens and I see that it already has privileges configured. I can now make any changes I want without affecting the original copy.
This saves me the time it would take to go through a blank slate and configure each privilege manually.
For more tips, tricks, and tutorials, please refer to the Success Portal or our xRM.com blog.