1. To-Increase Dynamics 365 for Finance & Operations
  2. Security and compliance studio
  3. Manage security

Exchange security role configuration

You can export a security role with all its related security setup. So, you can import and use it in another environment.


Security administrator Security administrator Export security role configuration Export security role configuration You can export a security role with all its related security setup. So, you can import and use it in another environment. Procedure 1. Click Security management. 2. Click the Roles tab. 3. In the list, find and select the desired records. 4. Click Export. Note: As a result, the security role configuration is exported to an XML file. This XML file is downloaded to your computer. Start Start Usually, export and  import is done on  different environments Usually, export and  import is done on  different environments Import security role configuration Import security role configuration You can import a security role and all its related security setup from a file that is exported from another environment. Once imported, you must publish each imported object before you can use it. Procedure 1. Click Security management. 2. Click the Roles tab. 3. Click Import. 4. On the dialog, browse for the security role configuration (XML) file. Wait till the file content is loaded and review the loaded objects. 5. Click OK. 6. Click Yes. End End

Activities

Name Responsible Description

Export security role configuration

Security administrator

 		You can export a security role with all its related security setup. So, you can import and use it in another environment.

Import security role configuration

Security administrator

 		You can import a security role and all its related security setup from a file that is exported from another environment.
Once imported, you must publish each imported object before you can use it.

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