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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to export security...
Customer experience | Sales, Customer Insights,...
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How to export security roles, their permissions and the people who are assigned to it from CE

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Posted on by Alexio Pfumai 344

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

I have the same question (0)
  • Verified answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,489 Moderator 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

  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Super User 2025 Season 2 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

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