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Dynamics 365 Community / Blogs / Information on Dynamics CRM / Dynamics CRM : Export Secur...

Dynamics CRM : Export Security Role

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Santosh bhagat Profile Picture Santosh bhagat 464

In CRM as a developer sometime we need to see permission given to Security role.
Dynamics CRM/365 we need to open security role to check permission in that security role.
But there is no provision to export Security role permission.

Case Study: -
Developer X is working in an organization as support engineer. He was not part of implementation team.
User requested role given in each security role permission in excel sheet.
It is time consuming job to open each security role and make excel sheet manually with all permission.

Solution: -
To tackle this case study, I have created a XrmToolBox Plugin which help Developer X.
User can see permission given in each security role to entity.
User can see Miscellaneous Privileges.
User can export all Privileges based on selected Security role.
Download XRMToolBox from given URL and install. https://www.xrmtoolbox.com/
Install “Export Security Role” Plugin in your XRMTollBox using plugin store.























If you are not able to find “Export Security Role” in Xrmtoolbox.
Use below links
Download Plugin compatible with Xrmtoolbox Version 1.2019.7.34 from here:
Download 1.2019.11.15

Download Xrmtoolbox Version 1.2019.7.34 from here:
XrmToolbox v1.2019.7.34

And download plugin from here. Install in XRMToolBox by clicking Settings->Path->Storage folder->Plugin folder.
Copy assemblies in Plugin folder.









































Connect your organization and open plugin Export Security Role.













Click on “Retrieve Roles” and select your security Role.
Now you will see list of all security roles in role list.





Now when you select any security role it will show all Privileges for selected security role.

































If need to search specific entity enter logical name in search box.











Click on Exportbutton to export privileges in excel.
















As a result, you will see a excel file with Security role name is create with all privileges.





























Now Developer X will easily able to find and share permission based on security role.

Note: - Plugin based on .net framework 4.5.2. Microsoft office required to export result.

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This was originally posted here.

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