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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!
Hi Mirsad,
Run the report given in the below path and see whether its help you.
System administration > Inquiries > Security > Role to user assignments
Thanks,
Girish S.
Thanks for the help! I got it in PDF. Any idea if it is possible to export it to excel?
On the report screen - Top left corner there will be an export drop down button. Click on that and select excel.
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!
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.
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
Hi Girish,
How do I export a list of users that have D365 license assigned?
Thank you.
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.
Hi Jupi, You can export data from 'User Licence Counts' report from System Administration-->Enquiries-->Licence-->User Licence Counts
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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