Schiavone.XrmToolBox.CloneUserSetup 1.0.5.8

.NET Framework 4.6.2 This package targets .NET Framework 4.6.2. The package is compatible with this framework or higher.
There is a newer version of this package available.
See the version list below for details. 
dotnet add package Schiavone.XrmToolBox.CloneUserSetup --version 1.0.5.8                

                    
                

            
NuGet\Install-Package Schiavone.XrmToolBox.CloneUserSetup -Version 1.0.5.8
This command is intended to be used within the Package Manager Console in Visual Studio, as it uses the NuGet module's version of Install-Package. 
<PackageReference Include="Schiavone.XrmToolBox.CloneUserSetup" Version="1.0.5.8" />
For projects that support PackageReference, copy this XML node into the project file to reference the package. 
paket add Schiavone.XrmToolBox.CloneUserSetup --version 1.0.5.8                

                    
                

            
#r "nuget: Schiavone.XrmToolBox.CloneUserSetup, 1.0.5.8"
#r directive can be used in F# Interactive and Polyglot Notebooks. Copy this into the interactive tool or source code of the script to reference the package. 
// Install Schiavone.XrmToolBox.CloneUserSetup as a Cake Addin
#addin nuget:?package=Schiavone.XrmToolBox.CloneUserSetup&version=1.0.5.8

// Install Schiavone.XrmToolBox.CloneUserSetup as a Cake Tool
#tool nuget:?package=Schiavone.XrmToolBox.CloneUserSetup&version=1.0.5.8

Clone User Setup

XrmToolBox.CloneUserSetup

Clone User Setup will clone Business Unit, Security Roles, and Team memberships from a Source User to a Target User. This is perfect for setting up a new user based on an existing user. It is also useful when testing. In particular, when reproducing an issue as a particular user -- as you can clone the user with issues to a test user that you have access to log in as.

⚠ IMPORTANT NOTE
The Target User's Business Unit, Security Roles, and Team Memberships will be cleared and replaced with those from the Source User.

Installation

Install the plugin from the XrmToolBox Store (when available) or you can unzip the prebuilt assembly to your Plugins folder. Launch the Clone User Setup tool. Store Tool

Usage

  1. Pick a Source User and a Target User and click the COPY Business Unit, Security Roles, and Teams button. Alt text
  • Click Yes to Confirm. Alt text

  1. The system will set the Business Unit on the Target User to match the Source User, then clone the Security Roles and Team Memberships.
    Alt text

  2. Finished! Clicking OK will refresh the Target User.
    Alt text

  • The Source User's Busines Unit, Roles, and teams have been cloned to the Target User. Alt text

Notes:

  • Click the Open button on the Source User or the Target User to navigate to the user record in Dynamics 365. It defaults to the legacy interface where you can further administer the Security Roles with ease. If you prefer the newer UCI interface simply check the Open Links in UCI Interface box and then click the Open button.

  • To debug this plugin you have to update the link to the included XrmToolbox executable in your build folder. Debugging in Visual Studio

Product Compatible and additional computed target framework versions.
.NET Framework net462 is compatible.  net463 was computed.  net47 was computed.  net471 was computed.  net472 was computed.  net48 was computed.  net481 was computed. 
Compatible target framework(s)
Included target framework(s) (in package)
Learn more about Target Frameworks and .NET Standard.

NuGet packages

This package is not used by any NuGet packages.

GitHub repositories

This package is not used by any popular GitHub repositories.

Version Downloads Last updated
1.1.8814.38396 4,574 2/19/2024
1.1.8804.37567 390 2/9/2024
1.0.5.8 4,207 5/23/2023

Initial deployment.