Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 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
There used to be an XRMToolBox tool to export Security role details/settings to Excel, but it's not currently available. Is there another way to extract the details of a security role in an easily readable format? I want to document our settings, and send them to someone else so they can implement something very similar in their environment (so a solution export/import won't work). It's amazing to me that this is not an out of the box feature.
You could use one of the following XrmToolBox plugins
Kokulan, those seem to generate a mapping of Users and Security roles. What I'm looking for is the settings inside a security role. I don't see a way to get that with these tools.
You can use the Plugin name Entity security role in XRM Toolbox if that helps.
Last time I checked (just a few days ago), it was Rejected in its current release. I checked again today and it's accepted now. Unfortunately after installing it, I get "Object reference not set to an instance of an object." when selecting Retrieve Entities. XrmToolBox version 1.2020.10.41 and Entity Security Role version 1.2019.11.21.
You could use one of the plugins from XRMToolBox called "User Security Manager".
This tool will allow you to generate a CSV file in a readable format.
Hope this helps.
That seems to list the security roles assigned to users, not the settings in the security roles. Let me know if I missed something in how to export the report.
Hi, yes, that's right. This tool will show the report on assigned users.
If you want to see how security roles are set up, you may try "CRM Security Role Compare" plugin from XRMToolBox.
Unfortunately, this won't give you an extract but you can select multiple roles at once and see how they are setup.
I'm aware of that one as well. I'm looking to extract it to a CSV/Excel (or similar readable format) because I need to document the current settings and send them to a colleague for him to review and implement in another CE instance with different customizations (so exporting and importing this role won't work).
Last time I was looking for this I used https://github.com/santoshCRM/Export-Security-Role
Last time I used it it wasn't listed on the XRMToolbox website. I also found a bug with it when exporting to Excel where it didn't export the last item displayed in the grid (I manually added that item to the exported Excel)
I figured out how to download and install this since it's not listed in the XRMToolBox directly. Now I'm having an issue where it won't export to Excel. maybe not not compatible with the latest version of Microsoft 365 Apps for Enterprise. Otherwise this is what I'm looking for. It would be nice if it used the friendly Names instead of the logical names.
Business Applications communities