Create Security Roles in Dynamics 365 CE (CRM) by Copying an Existing Role Definition

June 11, 2023
1 min read


There's an easy way and a hard way to create a security role in Dynamics 365 CRM. This video demonstrates both of the ways. The easy way is to copy an existing security role and make changes by toggling specific security rights or rows and columns of them making it a much faster process.

Asif Rehmani

Asif Rehmani

Asif focuses on digital transformation and digital adoption. He has coined the term contextual microlearning and presents this topic in his writing and speaking engagements. Asif advises CIOs and company leaders on how to most efficiently and continuously support and train their knowledge workers.

Over the years, Asif has authored several books and has spoken to Microsoft audiences at conferences and in private settings all around the world.

Asif also runs a company called VisualSP (a Contextual Microlearning Platform) focused on accelerating Microsoft 365 and Dynamics 365 digital adoption and user training.