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Microsoft Dynamics CRM (Archived)

List of Users and Their Security Roles

Posted on 31 Jul 2015 12:14:38 by 1,795

Hi, 

How can I get a list of all the Users within a system with the Security Roles assigned to them in CRM 2011 On-Prem. 

I can go through each User one by one, but was just seeing if there was a way to export an excel spreadsheet or something like that with the information. 

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on 01 Aug 2015 at 11:40:44
    RE: List of Users and Their Security Roles

    Interesting info on the out of the box report.

    harihar

  • JDMCRM Profile Picture
    JDMCRM 1,795 on 31 Jul 2015 at 13:54:14
    RE: List of Users and Their Security Roles

    Thanks for the responses. Rajkumar that was what I was after, cheers.

  • Suggested answer
    anilambadan Profile Picture
    anilambadan 1,160 on 31 Jul 2015 at 12:39:54
    RE: List of Users and Their Security Roles

    Please try the fetchXml below to get this.

    <fetch mapping="logical" count="50" version="1.0">

    <entity name="systemuser">

    <attribute name="fullname" />

    <link-entity name="systemuserroles" from="systemuserid" to="systemuserid">

    <link-entity name="role" from="roleid" to="roleid">

    <attribute name="name" />

    </link-entity>

    </link-entity>

    </entity>

    </fetch>

  • anilambadan Profile Picture
    anilambadan 1,160 on 31 Jul 2015 at 12:27:38
    RE: List of Users and Their Security Roles

    You can do it using advanced find. please see the screenshot below.

    2514.users.PNG

    or please refer to the following link to do it with fetchXml

    https://community.dynamics.com/crm/b/crmmitchmilam/archive/2010/07/20/creating-a-query-to-find-all-users-with-a-specified-security-role

    thanks

    Anil

  • Verified answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on 31 Jul 2015 at 12:19:58
    RE: List of Users and Their Security Roles

    JD,

    Refer the following blog:

    www.powerobjects.com/.../dynamics-crm-user-summary-report

    community.dynamics.com/.../out-of-the-box-report-dynamics-crm-user-summary

    Hope this helps.

    Regards,

    R.Rajkumar

    "Please mark my answer as verified if you found it helpful"

  • stuart Profile Picture
    stuart 2,080 on 31 Jul 2015 at 12:19:01
    RE: List of Users and Their Security Roles

    Personally I'd just query the sql db using filteredsystemuser and filteredsystemuserroles

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