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Microsoft Dynamics CRM (Archived)

Report on security roles

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Posted on by 1,942

Hi All,

I am trying to build a report in Power BI on roles assigned to a Dynamics CRM user- detailed report on privileges and access levels too. Can anyone help me in figuring out the right tables that I should query?

And what happens in the database when a role is associated/disassociated? What table are updated?

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  • Verified answer
    Alex Fun Wei Jie Profile Picture
    33,626 on at
    RE: Report on security roles

    Hi,

    For security role part, you can refer to below links.

    FetchXML

    - you have to modify a little bit.

    [View:https://community.dynamics.com/crm/b/crmmitchmilam/archive/2010/07/20/creating-a-query-to-find-all-users-with-a-specified-security-role:750:50]

    SQL

    [View:https://community.dynamics.com/crm/b/manojbatchumicrosoftdynamicscrmblog/archive/2015/09/15/crm-and-sql-tip-01-how-to-find-out-the-security-roles-assigned-to-the-user:750:50]

    For security privilege access level

    Fetchxml

    - you have to modify a little bit.

    [View:https://community.dynamics.com/crm/f/117/t/261195:750:50]

    SQL

    [View:https://dynamics365blocks.wordpress.com/2017/10/30/how-to-get-security-privileges-in-excel-format-in-ms-crm/:750:50]

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