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ReportHow to get an User name (first and last) and their roles within CRM. where i have only read only access in prod CRM
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How to get an User name (first and last) and their roles within CRM. where i have only read only access in prod CRM
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Hi,
If you are using D365, you can use User Summary report to see users and their respective security role.
Sale- > Reports
Select User Summary report and run the report.
Click on Export and choose the format you want to export the report.
Please mark the Answer verified if find helpful.
Thanks !
Hi,
In XrmToolBox, there is a plugin called User, Team and Security Role Report.
In this plugin, Load Data and Check All users and security roles selected as shown below. Now select Generate Report.
Give a specific location for the report. When the report gets saved in the location, the data for the users and their security roles are also saved as a CSV file in the same location.
Hope this helps you.
select user.fullname, user.DomainName,role.Name
from SystemUser uers left join SystemUserRoles userrole on user.SystemUserId = userrole.SystemUserId
inner join Role role on role.RoleId = userrole.RoleId
where
user.IsDisabled = 0
The following query gives the name and Role
select user.fullname, user.DomainName,role.Name
from SystemUser uers left join SystemUserRoles userrole on us.SystemUserId = userrole.SystemUserId
inner join Role role on role.RoleId = userrole.RoleId
where
user.IsDisabled = 0
Caution:- this needs access to Database.
Hi
I believe the best idea is to reach out to the support guys.... If your setup is on-prem they must be able to provide you the data with one sql query.
If it is online some work is needed where they might have to build a app in C# to do the same.
Since it's production please don't go with installing any other solutions if you are not confident.
Thanks
Phanidhar
This is how you can navigate to security roles once you open CRM
1) Open the user record
2) Next to the name (which is on middle at the top) on top there will a arrow button.
3) Once you click this the related entities will be shown where you can find security roles
4) If you click on the security roles you will be able to see the roles associated with specific user.
Thanks
Phanidhar
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