Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2020 release wave 1Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I want to export an excel file/file which can show the security roles of each user we currently have. Is it possible to do this in an efficient way instead of clicking into each individual user and taking down what roles they possess?
Any help would be greatly appreciated.
Thank you in advance.
In the Reports area, you can run the User Summary report to show all the security roles assigned to each user.
Gary LetterNextLevel Business Systems
If you find the answer useful, please click "Yes" to mark it as verified.
Basically, there are two ways.
1. We can use OOTB report to export Excel.
Open Advanced Find, Look for Reports, set condition: Name Equals "User Summary", click Results.
Open the report.
Select the user scope and click Run Report.
You will see the security roles of all users. Then save as Excel.
This report, however, does not show the security roles directly in one column, but rather many columns in which each user corresponds to his or her security role.
So if you want to display security roles directly in one column, you need to use XrmToolBox's "Users, Team and Security Role Report" tool.
2. XrmToolBox's "Users, Team and Security Role Report" tool
This is the download page for XrmToolBox: https://www.xrmtoolbox.com/
After downloading and unzipping it, open XrmToolBox.exe.
Connect to your D365 organization. Install "Users, Team and Security Role Report" in the tool library.
Open the tool and click Load Data, then click Generate Report. It will download two files, one is .csv and one is .xlsx.
Use Notepad to open the .csv file and copy all. Then open the .xlsx file and paste the data in the first worksheet.
The effect is as follows:
This is a great help. Thank you so much.
Business Applications communities