Dynamics CRM Security Role Testing

A simple VisualStudio project allowing you to test your Dynamics Security roles. Works in the following way:

• Allows you to generate a class with all your system's security role names
• Allows you to connect to Dynamics and write tests for your security roles
• Allows you to easily switch test user's security roles to validate them.

Setup

1. In dynamics, prepare connection strings for two Application users (or Service Users or S2S apps)
   • A testing user whose security roles will change
   • An admin user able to change security roles of other users (preferably System Administrator)
2. Configure the LS.SecurityRoleGenerator
   • Open Visual Studio, right click on the project, select "Manage User Secrets"
   • Use this template:

{
  "AdminConnectionString": "AuthType=ClientSecret;Url=https://url.crmx.dynamics.com;ClientId=your-client-id;ClientSecret=your-client-secret", // The connection string of your admin user
  "ClassNamespace": "LS.SecurityTesting", // Or change the namespace to your liking, but make sure it matches your Test project.
  "OutputFile": "SecurityRoles.cs" // The output file name. Open your testing project, right click on "SecurityRoles.cs", select Copy full Path, paste it here.
}

3. Run LS.SecurityRoleGenerator
   • Open your SecurityRoles.cs and check if you see all your security roles.
4. Configure LS.SecurityTesting
   • Open Visual Studio, right click on the project, select "Manage User Secrets"
   • Use this template:

{
  "TesterConnectionString": "AuthType=ClientSecret;Url=https://url.crmX.dynamics.com;ClientId=your-client-id;ClientSecret=your-client-secret", // testing user's connection string
  "AdminConnectionString": "AuthType=ClientSecret;Url=https://url.crmX.dynamics.com;ClientId=your-client-id;ClientSecret=your-client-secret" // Admin user's connection string
}

Then you should be able to run your Security tests. Make sure to run LS.SecurityRoleGenerator every time you add a new security role.

Enjoy!