Wednesday, August 21, 2024

How to Assign the Same Security Role to Multiple Users in Dynamics 365 Finance and Operations(D365 F&O)

Hello everyone,

We often encounter situations where we need to assign the same role to multiple users simultaneously. This frequently occurs when restoring the PROD DB to the UAT environment. By following these steps, you can easily assign the same role to multiple users.

1) Before assign the role, ensure all users are imported into the system. Navigate to System Admin > Users and click Import Users. This allows you to import multiple users simultaneously.

2) Go to System Admin > Security > Assign Users to Roles. Select the desired role and click the manually assign/exclude users button.


3) Select the specific users (multiple) you want to assign the role to. Click Assign to Role button to complete the process.

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