Export users and roles to Excel

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Posted on by Mirsad1

Hello,

I am looking to export all the users and their roles in one simple overview (preferably in Excel). I have figured out how to export the users but I can't find the correct settings to export them with their roles in one file.

This is in Dynamics F&O.

Help would be much appreciated!

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MM-07082241-0 2 on at

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Export users and roles to Excel

Hi team

I am trying to do the same thing , however running the report in "Role to user assignments" Doesn't provide any role informations

Did this work for anyone ?

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Ric-D on at

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RE: Export users and roles to Excel

Thanks Girish.

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GirishS 27,825 Moderator on at

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RE: Export users and roles to Excel

Then you need to post your thread in the Dynamic 365 CRM forum.

https://community.dynamics.com/crm

Thanks,

Girish S.

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Ric-D on at

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RE: Export users and roles to Excel

thanks, but this method is only in FinOps. I want to do in normal dynamcis 365 CRM. Don't have F&O

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Mohit Rampal 12,563 Moderator on at

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RE: Export users and roles to Excel

Hi Jupi, You can export data from 'User Licence Counts' report from System Administration-->Enquiries-->Licence-->User Licence Counts

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GirishS 27,825 Moderator on at

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RE: Export users and roles to Excel

Hi Jupi,

Under System administration >> Inquiries >> License >> User License counts >> Ran this report and check whether it meets your required data - Make sure to check the "Show list of users per access license type" slider and also give the date value.

Thanks,

Girish S.

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Ric-D on at

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RE: Export users and roles to Excel

Hi Girish,

How do I export a list of users that have D365 license assigned?

Thank you.

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André Arnaud de Cal... 298,647 Super User 2025 Season 2 on at

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RE: Export users and roles to Excel

Hi Mirsad,

You can also use Open in Excel or Data management to get the users and role assignments in Excel. See also my blog: Move all user and security settings with data entities - Dynamicspedia

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GirishS 27,825 Moderator on at

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RE: Export users and roles to Excel

Great!

Don't forget to mark the useful answers as verified, So that others can make use of the thread.

Its done by clicking "Did this answer your question >>Yes on the particular reply.

Thanks,

Girish S.

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Mirsad1 5 on at

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RE: Export users and roles to excel (Dynamics F&O)

Got it! I had a different UI with the option to change destination. That's when it showed the same as your screenshot.

thank you Girish!

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