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.
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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.
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