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How to Test Role Access Without a Test Account in D365FO

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#roleaccess

#sysadmin

#testing

Dynamics 365 ERP - Development

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Nov 30, 2023

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  • The article titled "How to Test Role Access Without a Test Account in D365FO" provides a solution for testing custom role access within a D365FO environment without creating a test account.
  • The author suggests creating a simple form with buttons to assign and revoke the SysAdmin role from the user's own account.
  • The code behind the buttons handles the assignment and revocation of the SysAdmin role, ensuring that the 'AssignmentStatus' value is set to 'Enabled' or 'Disabled' accordingly.
  • A custom security privilege is created to grant access to the form and the SecurityUserRole table for role assignment tasks.
  • The solution involves creating a new menu in the System Administration module and a custom security privilege.
  • To test the solution, a separate SysAdmin account is used to assign the custom role and any other roles that need to be tested.
  • The article mentions that the solution cannot be used on user accounts that created/deployed the environment and recommends not installing it in a PROD instance of D365FO yet.
  • The author discusses future steps, including adding logging/reporting functionality and the ability to report on user actions while assigned the SysAdmin role.

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