Export User Security Roles WITH the associated Modern Business Units

(0) Share

Report

Posted on by CU24021327-0

Hi,

We use Modern Business Units and have a lot of users who are assigned Security Roles across multiple Business Units.

I need to export the users, with each security role, AND the BU associated with that Security Role assignment, and the BU of the user. Something like the mock up below.

I've used the XRMtoolbox tool titled Users, Teams, and Security Roles, but the output only gives the BU of the User, not the one assigned to the Security Role.

The User Summary report doesn't seem to provide that detail either.

What are my options?

Any help would be appreciated.

Thanks

Categories:

Microsoft Dynamics CRM

Dynamics 365 Sales

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

Assisted by AI

Tom_Gioielli 3,017 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!
Here is a FetchXML query you can use in FetchXML builder in XRM toolbox. You are needing to query into the systemuserroles intersect table to get all of your results. This query got me the below output. (Note: I used AI to assist in writing the query).

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false"> <entity name="systemuser"> <attribute name="fullname" alias="user_fullname" /> <attribute name="internalemailaddress" alias="user_email" /> <attribute name="domainname" alias="user_upn" /> <attribute name="systemuserid" />  <filter type="and"> <condition attribute="isdisabled" operator="eq" value="0" /> </filter>  <link-entity name="systemuserroles" from="systemuserid" to="systemuserid" intersect="true"> <link-entity name="role" from="roleid" to="roleid" alias="r"> <attribute name="name" alias="role_name" /> <attribute name="roleid" />  <link-entity name="businessunit" from="businessunitid" to="businessunitid" alias="bu"> <attribute name="name" alias="role_businessunit_name" /> </link-entity> </link-entity> </link-entity>  <order attribute="fullname" /> </entity> </fetch>

If this response helped, please consider marking as verified so future users can see the resolution. If you have additional questions or problems, please tag me in the response so I receive a notification.

Was this reply helpful? Yes No