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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