In Microsoft Dynamics CRM the fundamental security model is role-based. Each defined role contains privileges that define a set of actions that can be performed within. A privilege authorizes the user to perform a specific action on a specific entity type.

The Microsoft Dynamics CRM role to permission mapping engine is quite good. But there are a number inefficiencies and gaps that make managing roles difficult. Toolbelt Software’s Role Manager application is designed to improve this experience.

Major Role Editing Features

• Adding permissions to multiple roles at once
• Showing Display and logical names of permissions
• Searching the list of entities / permissions
• Tactically set the Access Level of selected permissions to your explicit value
• Automatically find and add permissions that a role is missing but contained in another role

Major Cross Organization Features

• Windows app that can connect to the on premise and online versions of MSCRM 2011 / 2013 / 2015 / 2016
• Export simple XML templates of roles that can be applied to other roles safely in other organizations without worrying about solutions

Analytics

• View all users who have a role assigned to them
• View all roles that a specific user has assigned