How to export security role, duties and privileges to an excel sheet

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Posted on by amigup1982

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Hello All,

Is there any data entity available in D365 to export all Roles, duties and privileges? If no data entity then any other way to export all these to a excel sheet?

Thanks in advance !!!

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Development / Customization / SDK

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Mea_ 60,284 on at

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From Visual Studio you can export all existing security objects details into Excel alexdmeyer.com/.../security-reporting-for-dynamics-365-for-operations-in-the-aot this gives you details about security defined in code. User can override it from UI, these changes are stored as data and you can export them into XML kaya-consulting.com/move-security-configurations-across-dynamics-365-environments or via data entities ievgensaxblog.wordpress.com/.../role-based-security-in-dynamics-365-for-operations-export-security-changes-and-security-diagnostics-tool

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amigup1982 150 on at

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Hello Ievgen,

I also found some data entities in D365 but strangely none of them was able to export data for security and ended up in throwing up some vague errors.

Thanks for your valuable help. I think the link provided by you should suffice our requirement.

Thanks a lot !!!!

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André Arnaud de Cal... 301,037 Super User 2025 Season 2 on at

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Hi Amit,

What would be the purpose? There are over 20000 privileges. What business requirement are you trying to solve here?

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amigup1982 150 on at

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Hello Andre,

We wanted to keep them as archive to move from one environment to another if we create any new roles, duties or privileges.

Thanks & Regards,

Amit Ashok Gupta.

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nmaenpaa 101,160 Moderator on at

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Normally one would use source control to archive the changes you made to the application.

Are you making security changes using Visual Studio or the Security Configuration tool inside D365FO user interface?

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amigup1982 150 on at

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Hello Nikolaos,

We will use the security configuration tool inside D365FO but initially we were thinking to figure out if there is something available in data entity to achieve this import of configuration in other systems.

Thanks !!!!

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André Arnaud de Cal... 301,037 Super User 2025 Season 2 on at

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Hi Amit,

There is an audit form for reviewing changes made between various versions of a security role when you use the configuration tool. If you have selected a Role, Duty or Privilege on the Security configuration form, you can click the Audit trail button to get all details.

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