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Export users and roles to Excel

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Posted on by 5

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! 

  • MM-07082241-0 Profile Picture
    MM-07082241-0 2 on at
    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 ?
  • Ric-D Profile Picture
    Ric-D on at
    RE: Export users and roles to Excel

    Thanks Girish.

  • GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    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.

  • Ric-D Profile Picture
    Ric-D on at
    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

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,554 Super User 2024 Season 1 on at
    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

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    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.

  • Ric-D Profile Picture
    Ric-D on at
    RE: Export users and roles to Excel

    Hi Girish,

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

    Thank you.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,969 Super User 2025 Season 1 on at
    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

  • GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    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.

  • Mirsad1 Profile Picture
    Mirsad1 5 on at
    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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