Exporting Security Roles to Excel

(0) Share

Report

Posted on by intrkm

295

I am trying to export the details of my security roles to Excel to avoid having to manually enter all that data by hand. I am hoping to get the same data found within Dynamics (columns and rows and circles filled in according to level of privileges), but in Excel. Whenever I select the role and click the small green Excel button, whether I choose "Dynamics Pivot Table" or "Dynamics Worksheet", I get this error:

So, here I am, contacting the Dynamics Community! Has anyone seen this error before or have an idea of how to solve it, or am I stuck manually entering every feature of every tab on every security role by hand?

*This post is locked for comments

I have the same question (0)

All responses (13)

Answers (0)

jlattimer 24,562 on at

Like (0)

Report

What are you looking to accomplish ultimately? You can select a role and under the actions menu there should be an option to Copy Role. You could then modify the copied role as needed.

Was this reply helpful? Yes No
Robinson Moses on at

Like (0)

Report

I agree with Jason, what are you trying to accomplish by exporting out the security roles. If you can let us know then may be we can suggest something that would not require you to export the security roles.

Thanks,

Rob Moses

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

If i'm reading this correctly, the goal is to export all the circles to excel. This would allow you to compare security roles and spot differences. I'd be interested in this too.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

If I am getting the situation rightfully, then he wants to export the details of security role privileges ( the Green, yellow Circles) to an excel file. I also want the same thing, can this be done anyhow?

Was this reply helpful? Yes No
Community Member on at

Like (1)

Report

If your objective is documentation, then take a look at Snapshot: www.crmaccelerators.net/.../snapshot-for-dynamics-crm

Was this reply helpful? Yes No
Suggested answer

Johninfant 90 on at

Like (2)

Report

Hi,

I am working on a tool to export the security roles to excel sheet. Though its in development stage, the core operation still works. You can give it a try, if thats what you are looking for.

mscrmrolesheetexporter.codeplex.com

Thanks,

Johninfant

Was this reply helpful? Yes No
Suggested answer

Gabriel Nesmerak 80 on at

Like (0)

Report

You can include all security roles you are interested into a solution and export that solution, which will give you a Customizations.XML file in a packed ZIP of 3 files, pretty easy to review and you will see all privileges under each Security Role section, which will start with the Security Role GUID and then Security Role Name in quotes and then the body will contain all Privileges at specific levels (User, Org, ...)

I was copy & pasting the whole list of privileges from one role's section to another, in order to match two roles, and then reimporting the zipped up solution of those 3 files.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi, when I downloaded your tool from the CodePlex archives, it does not have a .exe that I can use to run the tool. Am I missing something? Or is there a more updated link that I can use? Thank you for your help.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

I'm referring to the tool : mscrmrolesheetexporter

MS CRM Security Roles to Excel Export

which i can only find on CodePlex archives now.

Was this reply helpful? Yes No
Ste Broughton 15 on at

Like (0)

Report

Did you ever manage to get a working copy of this?

Was this reply helpful? Yes No