We’ve all been there. Security role wise, that is. It’s the point in any project where we start looking at configuring user security. To do this, we’ve used the Security Role section in the Settings area (once it’s actually loaded, of course):
Ah, the joys of this – dating back to CRM 3.0 (to my recollection – though it possibly might be 4.0). All of these lovely little circles, which fill up more & more as we click on them, whilst trying to work out what each one actually does:
And that’s not to mention the ‘Missing Entities’ tab (did anyone ever figure out what this was supposed to be used for), or the ‘Custom Entities’ tab which seemed like a catch all place. Plus the fact that non-table permissions (eg Export to Excel) were placed on random tabs that meant we needed to hunt through each tab to find the appropriate item.
Now many of us spend hours in here (then further hours once we started troubleshooting user issues that were down to security role misconfiguration). The absolutely ‘JOYS‘ of the header title row not being scrollable (though it was possible to hover over each permission, and it would tell you what it was). The power of clicking on the line item, and seeing ALL of the little circles fill up – if you haven’t ever done it, you’ll not have experienced the bliss that this could bring!
But all things come to an end(or as the Wheel of Time series says:’ The Wheel of Time turns, and Ages come and pass, leaving memories that become legend‘), and now we have a NEW security role experience.
First of all, the UI has changed. It’s cleaner, responsive, gives more information to users upfront….and the heading SCROLL!!!
We’re able to show just the tables that have permissions assigned to them (rather than wading through dozens or hundreds of entries that have no relevance), or show everything:
Oh, and those random non-table privileges that we had to try to find beforehand – these are now grouped very nicely. This is SO much easier to manage!
We can also take permissions that have been set on a specific table, and then copy them to another table (it promps us to select – and we can select MULTIPLE tables to copy to!):
But best of all is the way that we can now set permissions for items. There are several different ways of doing this.
Firstly, Microsoft has now provided us with the ability to select standard pre-defined options. Using these will set permissions across all categories for the item appropriately:
This is really neat, and is likely to save quite a bit of time overall. However if we’re needing to tweak security permissions to custom settings, we can do this as well. Instead of clicking on circles, we now have lovely dropdowns to use:
In short, I’m absolutely loving this. The interface is quick to load, intuitive, and works well without fuss.
Given how much time I’ve spent over the years in wrestling with security roles, I think this is going to be a definite timesaver for so many people (though we’ll still need to troubleshoot interesting error messages at times that testing will throw up, and work out how/what we’re needing to tweak for security access to work).
There are still some tweaks that I think Microsoft could make to get this experience even better. My top three suggestions would include:
- The ability to select multiple lines, and then set a permission across all of them (sort of like bulk editing)
- Being able to have this area solution aware. When we have various different projects going on, it would be great to have the ability to filter the permissions grid by a solution. This would be a timesaver, rather than having to wade through items that aren’t relevant
- Export to Excel. Having a report generated to save digitally or print off is amazing for documentation purposes. There are 3rd party tools (thank you XrmToolBox!), but it would be great to be built into here
Overall, I’m really quite happy and impressed with it (it’s definitely taken enough time for Microsoft to pay attention to this, and get it out), and hope that it’ll continue to improve!
What have your bugbears with the legacy security editor been over the years, and how are you liking the new experience? Drop a comment below – I’d love to hear!
Thanks for making my Day!
👏🏼🔝🤣