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Another one on the best practice / bad practice topic. Working with custom security roles this time.

We have an option to start configuring a new Security Roles from an existing role. You might be tempted to do that, thinking it’ll save you time and minimize the potential for missing something. But, there’s a problem with that approach. In order to create a new role, you should be spending pretty much the same amount of time to create one from scratch versus a Save Create New (Yes, that’s what it’s called, would have been better named Save As for consistency). Read the rest of this entry »

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It’s been a while since I’ve actually done any administration, and I just had a question stump me for a second: How can I determine which roles have a specific privilege? Well, the question was a little more specific, but this pretty much captures the idea.

Leveraging the out of the box functionality, this can an intensive process, especially if you have a rather larger number of custom security roles. And since you should be creating your own custom roles, this is the case in larger implementations.

Luckily I vaguely seemed to remember reading about something like that not too long ago. And it was in the context of the XrmToolBox. This had grown over the years into a nice collection of tools, sort of like the “Swiss army knife” for xRM. Once you get one, the next model is thicker, with more features.
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