I’ve already seen some articles about “Promote To Admin” button, new in Microsoft Dynamics CRM 2016 Update 1, explaining in details how this button makes admin life easier by allowing quickly grant a user System Administrator role.
All of the articles miss one important function that this button allows you to do. The functionality we’ve been wanting for years.
PROMOTE TO ADMIN button allows authorized users to impersonate end-user roles
(What does “authorized” mean here? Keep reading)
If you have system administrator role, try the following:
- Ensure that there are other system administrators in the systems. In case something goes wrong and you remove all of your privileges, they will be able to bail you out.
- Grant yourself a self-sufficient role or combination of roles. By self-sufficient I mean a role that allows you to logon and operate Dynamics CRM as a user. For example, Customer Service Representative gives you access to the UI and CRM goodies while Survey User, part of the Voice of The Customer solution, is an additive role that is not self-sufficient and won’t let you to logon.
- Remove System Administrator role. You will get a warning about the world end, ignore. (You did ensure that there are other system administrators in the system, right?)
- Hit Ctrl-F5 to fully refresh the browser session. You are now Customer Service Representative or whatever role you have granted. Boom!
- When done playing with the role, go to Settings > Security > Users, select yourself and press Promote To Admin. You’re back to system administration. Badaboom!
That’s how all new trials are tailored when you select a specific role during the trial provisioning.
Under the hood
There is a new privilege Promote User to Microsoft Dynamics CRM Administrator Role (prvPromoteToAdmin in nerd-speak).
Note that it’s not enabled for System Administrator role.
So how does this privilege stays with the original user? It’s granted via hidden role Support User which you can find using Advanced Find.
Warning: Use this massive knowledge at your own risk and don’t drink and administer the system.