D365 Finance & Operations and Dynamics AX Forum

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Bulk Role Assignment

  • 1.  Bulk Role Assignment

    Posted 8 days ago
    Hello. We are currently in the process of creating a bunch of sub-companies.

    We need to change the Organizations that the roles are assigned to.

    Is there a bulk way that we can make this change vs doing each user and role individually?

    Thank you in advance.

    Brent Dawson
    Sr. Application Analyst
    Edmonton Airports
    Edmonton AB

  • 2.  RE: Bulk Role Assignment

    Posted 7 days ago
    in AX2012 there is a feature called Automatic Role Assignment which can do this.  It is a query-based solution that could pick up on changes to an employee record attached to a user.

    This blog does a good job of explaining the process: https://kaya-consulting.com/automatic-role-assignment-in-ax2012-part-1/

    Corey Vantilborg
    ERP Analyst
    Tigercat International Inc.
    Brantford ON

  • 3.  RE: Bulk Role Assignment

    Posted 7 days ago

    If you want to restrict legal entity access to user role assignments you are dealing with inserting entries into the SecurityUserRoleCondition table. You should be able to do this via either the SecurityUserRoleOrganization data entity or through DIXF. Both options would be faster than inserting the records 1 by 1.

    Alex Meyer
    Director of Dynamics AX/365 for Finance & Operations Development
    Des Moines, IA

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