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How can I identify and extract a list of all existing system roles in an F&O environment?

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Posted on by CU19020705-0

Hi guys,

I've been tasked with extracting a list of all system roles in a live production environment. The roles consist of several custom roles in addition to the standard ones from MS. Is there an efficient way I can identify what roles are considered system roles and which ones are user roles in F&O?

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Dynamics 365 Finance

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CU19020705-0 22 on at

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How can I identify and extract a list of all existing system roles in an F&O environment?

@Layan Jwei Unfortunately not, as I'm looking to extract a list of specific roles, irrespective of which user(s) they are assigned to.

Thanks for trying to help!

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Layan Jwei 8,034 Super User 2025 Season 2 on at

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How can I identify and extract a list of all existing system roles in an F&O environment?

Hi,

Would "Role to user assignment" report help?
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/security-reports#role-to-user-assignments

it will show you all roles in the system, with all users assigned to each role

Thanks,
Layan Jweihan
Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future.

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CU19020705-0 22 on at

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How can I identify and extract a list of all existing system roles in an F&O environment?

@André Arnaud de Calavon The way I understand it is that the client wants me to create a list of their existing roles that can make changes in the system (config etc.), irrespective of whether it's out-of-the-box or custom. User roles are considered as roles that can only be used to perform various processes (like generating a report, posting a journal etc.), but not make any changes in the system.

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André Arnaud de Cal... 298,941 Super User 2025 Season 2 on at

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How can I identify and extract a list of all existing system roles in an F&O environment?

Hi,

Is the definition of a system role in your context a role that is delivered out of the box and a user role a custom(ized) role? What exact difference are you looking for? There are various way of extracting security information. What and how exactly depends on the answer to my question.

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Raj Borad 1,337 on at

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How can I identify and extract a list of all existing system roles in an F&O environment?

Hi @CU19020705-0,

If you are using .43 version of FO, then you can explore the User Security Governance Feature. Currently, it's a preview feature in FO.

YouTube Reference: https://www.youtube.com/playlist?list=PL5QbcMFCp6wV7tyNkHixCZKHfXhzVuDdD

Thanks.

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