Sample: Associate security role to a user

This sample shows how to assign a security role to a user by using the IOrganizationService.Associate message.

This sample requires an additional user that isn't available in your system. Create the required user manually in Microsoft 365 in order to run the sample without any errors. For this sample create a user profile as is shown below.

First Name: Dan
Last Name: Park
Security Role: User without any roles assigned
UserName: dpark@yourorg.onmicrosoft.com

You can download the sample from here

How to run this sample

  1. Download or clone the Samples repo so that you have a local copy.
  2. (Optional) Edit the cds/App.config file to define a connection string specifying the Microsoft Dataverse instance you want to connect to.
  3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in cds/App.config, any sample you run will use that connection information.

If you do not specify a connection string in cds/App.config file, a dialog will open each time you run the sample and you will need to enter information about which Dataverse instance you want to connect to and which credentials you want to use. This dialog will cache previous connections so that you can choose a previously used connection.

Those samples in this repo that require a connection to a Dataverse instance to run will include a linked reference to the cds/App.config file.

What this sample does

The IOrganizationService.Associate message is intended to be used in a scenario where it provides programmatic access to the metadata and data for an organization.

How this sample works

In order to simulate the scenario described in What this sample does, the sample will do the following:

Setup

  1. Checks for the current version of the org.
  2. The CreateRequiredRecords method creates the records required by the sample.

Demonstrate

  1. The QueryExpression method retrieves a role from Microsoft Dataverse.
  2. The Associate message assigns the role to a user.

Clean up

Display an option to delete the sample data in Setup. The deletion is optional in case you want to examine the tables and data created by the sample. You can manually delete the records to achieve the same result.