Role Manager for MSCRM


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


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

Requires: Microsoft .NET Framework 4.5.2