How to Access the Classic Interface of Security Role Settings in Dynamics 365 CRM

 If you are accustomed to the classic interface of Microsoft Dynamics 365 CRM and need to manage Security Role settings, you may prefer to use the classic interface rather than the new unified interface. The classic interface can sometimes provide a more familiar layout for detailed administrative tasks. Below is a step-by-step guide on how to access the classic interface for editing a Security Role by directly navigating to the URL in your browser.

Step 1: Identify Your Base URL and Security Role ID

First, you need to find out the base URL of your Dynamics 365 instance and the ID of the Security Role you want to edit. The base URL is the web address you use to access your Dynamics CRM, like yourcrm.crm.dynamics.com. The Security Role ID can be found in the settings under Security Roles, and it will be a unique identifier for each role.

Step 2: Construct the URL

Once you have your base URL and the Security Role ID, you can create the URL that will take you directly to the classic interface for editing the Security Role. Replace your_base_url with your actual Dynamics CRM base URL and your_security_role_id with the actual ID of the Security Role.

https://your_base_url/biz/roles/edit.aspx?id={your_security_role_id}



for example:

https://hellosmartdev.crm.dynamics.com/biz/roles/edit.aspx?id=b1c1c34f-116d-ef11-a66f-00224803ad88

Step 3: Navigate to the URL

Copy and paste the URL you constructed into your browser's address bar. Make sure you replace the placeholders with actual values. Press Enter, and you will be taken directly to the classic interface where you can edit the Security Role settings.