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Looking to export User and their associated in one file

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Posted on by Mayhts

Hi !

As the title says, I'm trying to export a list with the users of the CRM and the roles that are associated to them.

I have already seen this post : https://community.dynamics.com/forums/thread/details/?threadid=1ecb744a-6107-4e7e-82f0-0306378f7393 but it was either not helping me, or I didn't understand it.

I already tried /User and roles export/ but I can't get the roles in my file.

I even tried making a personnalized view, but couldn't get either the users or the roles (depending on the request I was trying to fetch).

I'm not in the hurry, but I'd like to have it done quickly because it's taking me a lot of time for nothing.

Thanks in advance for you help !

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Pradeep Rai 5,480 Super User 2024 Season 2 on at

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Looking to export User and their associated in one file

Hi,

Please below link:
https://www.marksgroup.net/blog/dynamics-365-view-all-users-security-roles-at-once-with-the-user-summary-report/

We have OOB report for the same.

Thank You,
Pradeep Rai
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Leah Ju Microsoft Employee on at

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Looking to export User and their associated in one file

Hi Mayhts,

If so, you can use 'Report Wizard' to create one report with user and roles.

https://learn.microsoft.com/en-us/power-apps/user/create-report-with-wizard

Add columns you need from user and security roles.

After adding all properties you want, save and run this report:

Result:

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah
Mayhts 6 on at

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Looking to export User and their associated in one file

Hey Leah,

Thanks for you answer ! Unfortunately, I'm not allowed to use external and non verified tools (we have been trying using XRM Tools in the past and I got told that the company didn't verify this tool for it's use)

Even if it's safe and all, I'm not allowed to use it, I have to stick with microsoft options.

But still, thanks a lot ! Hope we could find a solution quickly
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Leah Ju Microsoft Employee on at

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Looking to export User and their associated in one file

Hi Mayhts，

You can use "User Security Manager" Tool in XRMToolBox.

How to use this tool:

https://nishantrana.me/user-guide-user-security-manager-xrmtoolbox-plugin-for-managing-users-security/

More tool:

https://www.xrmtoolbox.com/plugins/Daggen.Xrm.UserTeamSecurityRoleReport/

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah