In CRM as a developer we sometime need to see permission
given to any entity in each security role.
But in Dynamics CRM/365 there is no provision to see this in
single glance. We need to open each security role to check permission for any
entity.
Case Study: -
Developer X is working in an organization as support
engineer. He was not part of implementation team.
Now an issue in raised by users they can update notes of
other users. Now X must check permission of user for note entity.
He checks security role of user1 not found:
User have assigned 15 security roles.
User have assigned 13 teams.
He goes to security roles and found there are 150 security
roles are present in their organization.
He need to check all 150 security roles to verify permission
given in note entity.
Solution: -
To tackle this case study, I have created a XrmToolBox Plugin
which help Developer X.
1. User can see permission given to entity in each
security role.
2. User can check team and user list based on
selected security role for any business unit.
3. User able to see all security roles.
xrmtoolbox
Install EntitySecurityRole Plugin in your XRMTollBox using plugin
store.
If you are not able to find EntitySecurityRole.
Go to given Link : Download Plugin
And download plugin from here. Install in XRMToolBox by
clicking Settings->Path->Storage folder->Plugin folder.
Copy assembly in Plugin folder.
Connect your organization and open plugin Entity Security
Role
Click on “Retrieve Entities” and select your Entity.
Now you will see list of all security roles in security role
list and Permission given to selected entity in each security role.
Now if you want to list of team and user based for any security role.
Select your business unit and then select required security role.
And now you will able to see all team and user have for selected security role based
on your selected business unit.
You can also export security role result in excel.
Now Developer X will easily able to find in which security
role permission need to change.
Note: - Plugin
based on .net framework 4.5.2
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Great tool. I use it when working with my clients and discussing security. One suggestion if you are open to it. Right now you can only export the one entity to Excel. If you could make it export all or a selected list, this would put it over the top for documentation on environments. Thanks for the great tool.
ReplyDeleteGetting error "Object reference not set to an instance of an object." when using Entity Security Role and selecting Retrieve Entities
ReplyDeleteDeployment: Online
DB Version: 9.1.0.21949
Connection Controls Version: 1.2020.5.33
XrmToolBox Version: 1.2020.6.40
I'm getting the same issue while connected to CRM Online. XrmToolBox version 1.2020.10.41 and Entity Security Role version 1.2019.11.21.
ReplyDeleteSame issue. Will this be fixed? Tool would be very valuable for us to make sure, sensitive info is not shared accidentally
ReplyDeleteI am also getting below error message, is there a fix for this????
ReplyDeleteAn error occured: Object reference not set to an instance of an object.