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Finance | Project Operations, Human Resources, ...
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Automatic user import and adding roles

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Posted on by 59

Hi everyone!

We are going to restore production environment DB backup to sandbox environment. And in that sandbox environment we are about to add bulk users and give them roles and these users are not in production we are adding them in sandbox environment for testing purpose. Is there any automatic way to import users and add roles?  We need to do it periodically. Is there option for DMF?

Thanks in advance!

  • Keerthanaa Ilangovan Profile Picture
    59 on at
    RE: Automatic user import and adding roles

    Thank you so much Andre

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    283,862 Test role Public on at
    RE: Automatic user import and adding roles

    Hi Keerthanaa,

    You can use data management. In my blog, I wrote which entities are available for moving, exporting and importing security related data: Move all user and security settings with data entities - Dynamicspedia

    Besides data management, you can also consider creating a Power Automate flow to insert users and assign roles.

  • Suggested answer
    nunomaia Profile Picture
    10,682 Moderator on at
    RE: Automatic user import and adding roles

    To assign roles to users you can use SystemSecurityUserRoleEntity entity.

  • GirishS Profile Picture
    27,799 Moderator on at
    RE: Automatic user import and adding roles

    Hi Keerthanaa Ilangovan,

    For bulk user import you can also try using open in excel functionality. Please check the below url which explains about open in excel functionality.

    https://dynamics-tips.com/how-to-use-excel-add-in-dynamics-365-finance-and-operations/

    Thanks,

    Girish S.

  • Keerthanaa Ilangovan Profile Picture
    59 on at
    RE: Automatic user import and adding roles

    Hi Nuno Maia Thank you so much for the response. Can you tell me the entity names and sample postman collection? I got the entity for importing user. I want the entity for adding roles. Can you help me?

  • Suggested answer
    nunomaia Profile Picture
    10,682 Moderator on at
    RE: Automatic user import and adding roles

    You have data entities for user and role assignment. I never used in DMF, but we automated that using a postman collection after a restore.

    You could try to use those data entities in DMF.  

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