Resource Page DescriptionThis utility will allow for the exporting & importing of individual Microsoft CRM 3.0 Security roles. This will also carry forward custom entity privileges. This is compatible with CRM4 for your default organization. CRM 4.0 does allow for role export & import out of the box, but if you would like to have this utility re-worked for 4.0 multi-tenant let me know.
This utility can be used to import & export CRM version 3.0 roles. Two types of imports can be done: 1. Import for all out-of-the-box privileges 2. Import that includes with custom privilieges from custom entities.
- Import for all out of the box privileges - By default the export utility will export ALL privileges, including custom privileges. If you import this into an environment that does not contain the customers customizations only the default privileges & rolePrivileges for the default out-of-the-box entities. A check is done by privilege name, if you do not have the privilege or the entity in your system, then the privilege will not import. This method works well for any vanilla systems, if the customer is heavliy customized I would recommend using method 2.
- Import with custom privileges - By default the export utility will export ALL privileges, including custom privileges. On import a check by privilege name is done to validate the role, if the privilege does not exist then the role will not create properly. To ensure proper role creation on the destination server use the following method of role export/import:
- Export the roles to XML.
- Export all the customizations from the source CRM Environment
- Import all the customizations into the destination CRM environment and ensure the changes are published.
- Import the roles XML into the destination environment.
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