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Dynamics 365 Community / Blogs / The Dynamics Troubleshooter / User role assignment to spe...

User role assignment to specific organization in bulk using DMF in D365 Finance

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Paolo Cecchelli Profile Picture Paolo Cecchelli 402
Recently one of our customers added one legal entity and they reorganized the access to the different organizations. As a result, there were many users for which the roles remained the same, but that should have access for specific roles to one or more organizations but not the others. Since we were talking about hundreds of users and tens of roles for each users, doing it by hand would have been a nightmare. Therefore we decided to automatize the process using the Data management.
I have used the Contoso Demo environment for this blog post.

Preparation
First we needed to know the roles associated with each user in the system, so we downloaded the Data management entity “System security user role organization” so that we had the full list of users and their associated roles (notice that in the column “SecurityRoleName” of the export we can see the “understandable to a human” name, but for the import in the other entity we will use the technical name in “SecurityRoleIdentifier”):


Once having done that, we prepared the second file, to upload the entity “System security user role organization assignment”. This entity contains only the UserIDs and roles for which specific organizations are granted the access, so are excluded users with roles active on all companies.
In the file we indicated:
  1. the UserID;
  2. the Security role identifier;
  3. The OrganizationIDs to which the user should have access to.
 

We uploaded the file and ran the import.

The result
For the user ALICIA that we tested, the access rights were like this before the import:

And like this after the import:

And in fact, if we were to download again the entity “System security user role organization assignment” we notice that now the role “Budget clerk” assigned to ALICIA is among the ones that are listed in that entity:

 
That’s all folks, see you next time!

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