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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Exporting Teams User a...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Exporting Teams User and the Teams security roles

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Posted on by Poornimaa 108

Hi All,

Is there a way that we can export the Team "members" and the team "Manage roles" in an excel spreadsheet?

For eg. If "Management" is a team name and it has 3 members A, B and C and their manage roles of this team is "System Admin, System Customizer, user UI, etc.,". Can we get this in one excel sheet for all teams with their team members and their security roles?

Many Thanks,

Poornimaa AN

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  • Suggested answer
    AJ-22040756-0 Profile Picture
    AJ-22040756-0 on at

    Hi Partner

    You refer this link which might help you to export the roles for the team members

    community.dynamics.com/.../list-of-users-and-their-security-roles

  • Poornimaa Profile Picture
    Poornimaa 108 on at

    Hi Akash,

    Thanks for your reply. This link shows how I can export user roles. I would like to export the Team - Team members and the team's manage roles.

    pastedimage1590375595172v1.png

    pastedimage1590375666714v2.png

    Many Thanks,

    Poornimaa AN

  • AJ-22040756-0 Profile Picture
    AJ-22040756-0 on at

    Hi Partner,

    Unfortunately, we do not have any OOB functionality which will result out this report.

    You can try to use XRM toolbox if that helps as there is a plugin called "Users, Team and Security roles report" which might help you to export the required report

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