role migration question RRS feed

  • Question

  • Hello, what's the proper way to migrate CRM roles to another environment?  I can use the orgservices for the different environments for data retrieval and transfer.  However, there seems to be a lot of associated role permission data and possibly other related data that needs to be migrated over. If I'm transferring native CRM data then which attributes should I migrate from the role table?  Which other tables and attributes should I migrate over to ensure a proper migration?  Or should I use a different approach than using the orgservices?
    Tuesday, May 13, 2014 12:06 AM

All replies

  • First of all, does the two organization have same entities? Dynamics CRM role mechanism has very complicated data structure. You not only migrate role data, but also migrate privilege data related to different entities. The good news is we still have solution to achieve it. Firstly you should use Organization Service to get all of roles in the source organization, secondly you have to get all of privilege data using organization service, thirdly sync both roles and privilege data to destination organization, finally map roles to users.

    If my answer was help for you, please mark it as standard answer or vote it up.

    Tuesday, May 13, 2014 3:32 AM
  • Thanks Jeff.  What db table/entity can I query to get the related privilege data?
    Wednesday, May 14, 2014 9:14 PM
  • I was able to migrate roles from 2011 to 2013 by simply creating a new UserRoles solution, adding all the roles into this solution, exporting from 2011 and then importing into 2013.  Seems like a reasonable approach and can be implemented quickly.  I'm guessing that this is the most common approach.  Any downside to this approach?

    Wednesday, May 14, 2014 9:45 PM