Sync Security Roles of a D365 CRM user with another user

White configuring a dynamics 365 environment multiple users can have same security roles and assigning the same security roles to multiple users can be an error inducing & time consuming activity. 

But in the world of dynamics 365 there are always quick and simple workarounds for everything, In this blog I will show you how you can Sync security roles of a user with another users using the Security Roles Sync tool in the XRMToolBox, with this tool you will not have to keep assigning the same roles all the users instead you can just assign the roles to a single user and then sync the roles of all the other users with this user.  

Let’s Begin… 

First step is to install the XRM Tool Box, connect it to your environment and install the Security Roles Sync tool. 

I have explained how you can install the XRM Tool Box, how to connect your D365 environment in the XRM Tool Box and how to install tools in the XRM Tool Box in the linked blog which is on another interesting and time saving XRM Tool Box tool, so do check out the blog – Import / Transfer Data between D365 CRM single instance and cross instance environments seamlessly with only a few clicks. 

Once you are done connecting and installing the tool in the XRMToolBox you need to select the Source User & Target User and hit Sync Security Role button. 

Once sync is complete your Target User will have the same security roles as the Source User 

Hope this helps 😊! 

Dynamics 365 Recycle Bin – Restore Deleted D365 CRM Records

Deleted a record by mistake and don’t know how to recover it back, the Recycle bin tool in the XRMToolBox  will help you recover deleted record with just a few clicks.  

In this blog I will show you how you can recover deleted CRM records using the Recycle Bin tool,  

So Let’s begin… 

In the below image I have deleted an existing customer record, now let’s see how we recover this account using the tool 

Connect to XRM Tool Box : 

Step 1: Download XRM Tool Box from this link – https://www.xrmtoolbox.com/  

Step 2: Make a connection to your Dynamics 365 Environments inside of the XRM Tool Box. 

Step 3:  To create environments click on Create new connection –> Click on Microsoft Login Control –> Click on Open Microsoft Login Control. 

Step 4: Now Select Display list of available organizations & show advance –> put your username and password -> after successful authentication Name your Connection. (In this example have connected my environments PO Trail Production as shown the above screenshots). 

Connect To Recycle Bin Tool: 

Step 1: In the tool library search for Recycle Bin Tool and install it. 

Step 2: Once it is installed it will appear under the Tools section of in XRMToolBox. Open the Tool and you will see the screen as shown in the below images.

Step 3: Click on the Load Entities and Users button (This will load all the entities who’s audit is enabled, entities with no audit log or audit disabled will not appear in this list) -> Select the date range and click on Show Delete Record. 

Step 4: The list of all the records which were deleted based on the entity and selected user will appear select the records you want to restore and hit Restore Records 

This will restore the deleted record as it was before being deleted.  

Output: Successfully restored deleted record.

Hope this helps 😊!

Undo / Restore Dynamics 365 CRM Record in just a few clicks

I was wondering since we can capture audit history in dynamics 365 CRM for entity records, can this audit history be used in case we need to undo some changes, only way I knew was to review the Audit log and manually make the changes, until I found this wonderful tool Audit History Rollback in the XRMToolBox.  

In this blog I will show you how undo or restore a dynamics CRM record in just a few clicks using the Audit History Rollback Tool. 

So Let’s begin… 

In the below image the left hand side image shows the entity record before it was updates and the right hand side  image shows the updates done on the entity record. 

Below is the image of the Audit History for the contact record you see that the Job Title, Account Name, Business Phone was updates, let’s see using the Audit History Rollback Tool how we can reverse these changes. 

Connect to XRM Tool Box : 

Step 1: Download XRM Tool Box from this link – https://www.xrmtoolbox.com/  

Step 2: Make a connection to your Dynamics 365 Environments inside of the XRM Tool Box. 

Step 3:  To create environments click on Create new connection –> Click on Microsoft Login Control –> Click on Open Microsoft Login Control. 

Step 4: Now Select Display list of available organizations & show advance –> put your username and password -> after successful authentication Name your Connection. (In this example have connected my environments PO Trail Production as shown the above screenshots). 

Connect To Audit History Rollback Tool: 

Step 1: In the tool library search for Audit History Rollback Tool and install it. 

Step 2: Once you are on the Audit History Rollback Tools Window –> Click on Load Entities. 

Step 3: Select the entity and add the GUID of the entity -> you can get the GUID of the through the records URL. 

Step 4: Once the Entity & Record GUID is set click on Load Audit History you will get the entire audit history of the record. 

Step 5: Select the audit records you want to reverse or Undo and hit the green Rollback button. 

Step 6: The tool will roll back the record based on the audit history, even this is captured in your audit history. 

Output:

Hope this helps 😊! 

Check security role’s access in just a few clicks – D365 CRM

To identify what access a security roles provides to the users can be a difficult manual review process, but with the such an amazing power platform community there are always simple and effective works arounds.  

In this blog I will show you how you can check any Security Role’s access in just a few clicks using the Access Security Roles tool in the XRM tool box. So let’s begin. 

Connect to XRM Tool Box : 

Step 1: Download XRM Tool Box from this link – https://www.xrmtoolbox.com/  

Step 2: Make a connection to your Dynamics 365 Environments inside of the XRM Tool Box. 

Step 3:  To create environments click on Create new connection –> Click on Microsoft Login Control –> Click on Open Microsoft Login Control 

Step 4: Now Select Display list of available organizations & show advance –> put your username and password -> after successful authentication Name your Connection. (In this example have connected my environments PO Trail and AP Production as shown the above screenshots) 

Connect To Access Security Roles Tool: 

Step 1: In the tool library search for Access Security Role tool and install it. 

Step 2: Connect to the environment in which you need to check the security role access –> under tools search for Access Security Role tool which you just installed. 

Step 3: Now you are connected to the tool and you will be see the screen below – > Click on Load Roles/Entities. 

Step 4: After you load all Roles and Entities the tool will load all the entities and roles withing your Environment. ( you can also scope your entities and roles to a solution or for a specific business unit). 

Step 5: Final step is to select the entities and the Role’s to check the Role’s access. (You can select multiple roles and entities by using control right click) – > Once you are done selecting the entity and the role click on Show Permission button. 

Step 6: This will show you what permission the Security Roles provides to the assigned users on that entity. In this example I have selected the Case (incident) entity and I have selected the Basic User, CEO – Business Manager and CEO – Read Only Business Manager role and the permissions are highlighted as in the below image. 

Hope this helps 😊! 

Import / Transfer Data between D365 CRM single instance and cross instance environments seamlessly with only a few clicks.

Importing data between Dynamics 365 environments is a little tedious, if not tedious then time consuming, this can be done by various different ways most commonly used approach is to use Excel imports. 

In this blog I will show you just by using a simple XRM tool Box,  Data Transporter Tool how you can import/transfer your dynamics 365 data from between single tenant or cross tenant environments. So let’s begin. 

In this example we will be transferring Accounts data between cross tenant environments as shown below. Using the XRM Tool Box Data Transporter Tool.  

Connect to XRM Tool Box : 

Step 1: Download XRM Tool Box from this link – https://www.xrmtoolbox.com/  

Step 2: Make a connection to your Dynamics 365 Environments inside of the XRM Tool Box. 

Step 3:  To create environments click on Create new connection –> Click on Microsoft Login Control –> Click on Open Microsoft Login Control. 

Step 4: Now Select Display list of available organizations & show advance –> put your username and password -> after successful authentication Name your Connection. (In this environment I have connected both my environments PO Trail and AP Production as shown the above screenshots) 

Connect To Data Transporter Tool : 

Step 1: In the tool library search for Data Transporter and install it. 

Step 2: Connect to your source environment from which you want to transfer the data –> in the tools section of the XRM tool box search for Data Transporter Tool and select it. 

Step 3: As you are connected to with your source environment it will appear in the source section of the tool, now click on select target environment and connect to your target environment. 

Step 4: Once the source and target entities are set follow the below. 

1. Select the entity whose data you want to transfer. 
2. Select the attributes of the entity which you want to transfer. 
3. Select the settings if you want to Create, Update or Delete records. 
4. Select the Auto Mapping and Finally hit the Transfer Data button on the top. 

(Using the same steps you can also move data for environments in single tenant.) 

Important Note: Make sure both the environments have the same customizations any missing field in either of the environments will result in errors in the import you can resolve those errors as per the error list. 

Output:  

Environments before import  

Environments after import 

Hope this helps 😊!  

Move solution components from multiple solutions to single solutions in one click

Let’s say you are developing a module driven app or some custom app development in CRM and multiple teams have created multiple different solutions involving customizations for the development. 

Best would be to have all the customizations in a single solution before and then move it to UAT or Production. 

In this blog I will show you how you can move components of multiple solutions into a single main solution using the Solutions Component Mover tool in XRM Tool Box. So let’s begin. 

Step 1: Download XRM Tool Box from this link – https://www.xrmtoolbox.com/  

Step 2: Make a connection to your Dynamics 365 Environment inside of the XRM Tool Box by clicking on Create a new connection. 

Step 2: Click on Microsoft Login Control 

Step 3: Click on Open Microsoft Login Control 

Step 4: Now Select Display list of available organizations & show advance –> put your username and password -> after successful authentication Name your Connection 

Step 5: Now in Took Library Search for “Solution Component Mover” and hit install. 

Step 6: Once the tool is installed it will appear in your tool list click on it  

Step 7: once you are in the solution component mover tool click on Load Solution. 

Now you will get the list of all Managed and Unmanaged solutions select the solutions which you want to merge in the source solution section and select the target solution in which you want to move the components.  All the components from source solutions will be moved to the target solution (Selected Solutions are highlighted in light grey color ). 

Once you have selected the source and target solutions hit Copy Components and we are done. 

Hope this helps 😊!