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How to export security roles, their permissions and the people who are assigned to it from CE

Posted on by 351

Hi All,

Please assist with the steps to follow when exporting security roles, their permissions and the people who are assigned to it from CE.

Kind regards,

Alexio

  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 5,801 Moderator on at
    RE: How to export security roles, their permissions and the people who are assigned to it from CE

    Hello Alexio,

    Please Run user summery report for the Users and you will have detailed information about all the roles and users who has it.

    www.marksgroup.net/.../

    You can also use "Users, Team and Security Role Report" Tool in XRM toolbox.

    www.xrmtoolbox.com/.../

    Thank you,

    Amit Katariya

  • Verified answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: How to export security roles, their permissions and the people who are assigned to it from CE

    Hi,

    Please check below link:

    https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/382114/user-roles-export#:~:text=Open%20the%20report.,Then%20save%20as%20Excel.

    In above link refer below comment:
    pastedimage1675073792245v1.png

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