How to Assign a Security Role to a User in Microsoft Dynamics 365
How to Assign a Security Role to a User in Microsoft Dynamics 365
Assign or change security roles in 6 simple steps
This time in Microsoft Dynamics Support, we’ll look at how to assign a security role to a user in Microsoft Dynamics 365 Customer Engagement.
Security roles grant specific, entity-based privileges and access levels to users. In other words, security roles determine what information a user can access, edit, add, change, remove, etc.
Role-based privileges and access levels are additive, meaning that a user with multiple roles and/or teams will have all the rights granted by those roles and teams.
Whenever you add a user to CRM, you will need to assign that user one or more security roles.
You may also need to add, remove, or change a user’s security roles from time to time if that user’s role in your organization changes.
Fortunately, assiging or changing a security role in Microsoft Dynamics 365 is quite simple.
Assign a role to a Dynamics 365 user
To assign a role to a user in Dynamics 365:
1. Click on the setting gear () on the right side of your navigation bar, then choose Advanced Settings from the dropdown menu to open the legacy web interface in a new browser window.
2. From the legacy navigation bar, go to Settings > System > Security.
3. Select Users to open your default users view.
4. Click in the checkbox () column to the left of the user name to select (
) users one at a time, or click the at the top of the view to select all users.
5. Click Manage Roles in the legacy command bar:
6. Select one or more roles for the user(s), then click OK.
Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including:
- unlimited diagnostic support
- unlimited answers to “How do I …?” questions
- annual system audits
- regular progress calls from a dedicated account manager
- + additional valuable services!
We offer OnTrack in both month-to-month or annual subscriptions, and because we stand behind what we do, we offer a 100% money-back guarantee and you can cancel your plan at any time!
Microsoft Dynamics 365 Old Interface is Going Away – Are You Ready?
What does the new Unified Interface mean for you?
Optimize CRM during a Slowdown with These 6 Tips
It’s time to clean your digital house.
3 Simple CRM Strategies to Optimize Your Remote Office During COVID-19
It’s time to reframe what it means to work together.
An Easier Way to Boost CRM Value
Introducing Boosters for Microsoft Dynamics 365 and Sage CRM!
How to Avoid Getting Burned with Your CRM Project
No time to burn.
Azamba Consulting Group Announces Gold Sponsorship of Empower Customer Conference 2020
Founder and president Peter Wolf to speak on thriving in the customer experience economy.
How to Create a Dynamics 365 Follow-up Task from an Outlook Email
Never fail to follow up!
Not Ready for the Microsoft Unified Interface?
Reschedule your Dynamics 365 upgrade.
How to Export a List of Contacts and Email Addresses from Sage CRM
A step-by-step guide.
How to Create a System View in Microsoft Dynamics 365 for Sales
Create an optimal experience for CRM users!
David Marincic is Partner Experience Manager at Azamba. He also manages and edits Azamba publications and social media channels.
David believes in the importance of good planning, sound practice, effective communication, and continued education in order to get the most from any technology solution.
Related articles:

How to Create a System View in Microsoft Dynamics 365 for Sales
Create an optimal experience for CRM users!

Not Ready for the Microsoft Unified Interface?
Reschedule your Dynamics 365 upgrade.

How to Create a Dynamics 365 Follow-up Task from an Outlook Email
Never fail to follow up!