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Finance | Project Operations, Human Resources, ...
Suggested Answer

Export all Security roles and permissions

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Posted on by 5

Hi

Is there a way to export a list of every security role and permissions into excel?

From the UI it seems I can only do one role at a time.

Many thanks in advance.

J

I have the same question (0)
  • GirishS Profile Picture
    27,843 Moderator on at

    Hi Jim Sykes,

    You can export all the security roles from visual studio.

    On visual studio go to Extension -- Dynamic 365 -- Addins -- View related roles for all duties.

    This will export all roles and duties into an excel.

    Thanks,

    Girish S.

  • Suggested answer
    NikolajSorensen Profile Picture
    1,814 on at

    If you are looking for the actual explosion of all permissions and access levels on a role, then I would suggest that you extract that through the entity "System Security Permissions"/ "SystemSecurityPermissionEntity", this should provide you with the same info as the permission overview you are currently extracting per role. The format is a bit different, but the overall information should be the same

  • Jim Sykes Profile Picture
    5 on at

    Thanks Girish, I should have added, I don't have access to Visual Studio. Are there other ways? Currently I export every role with permissions and then merging the spreadsheets.

    This is taking a long time, so appreciate faster ways.

  • Jim Sykes Profile Picture
    5 on at

    Thanks, that was useful, is it possible to get it in a similar format as when we export role permissions

    pastedimage1663331064686v1.png

  • Suggested answer
    NikolajSorensen Profile Picture
    1,814 on at

    It is not.

    Then you will need to export it one by one.

  • Suggested answer
    Dinaz Profile Picture
    115 on at

    Hi Jim,

    You can also use data entities to export all security roles and permissions. Please refer below link.

    dynamicspedia.com/.../

  • Ric-D Profile Picture
    on at

    Hi Girish,

    Is this instruction for FinOps?

    Thanks.

  • Mohit Rampal Profile Picture
    12,573 Moderator on at

    Yes Jupi, This forum is for FinOps only.

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