155
Hi
Is there any way that I could see all the users vs their security roles and security profiles in Dynamics CRM?
It's not for the customer so any tooling / terminal would work!
Cheers
Arafat
Hi Lu
Thank you for the answer. It somewhat has helped me for sure. However. my requirement is not Users vs. Security Roles. The requirement is User vs. Security Roles & Security Profiles
Looking forward to your expert opinion on this.
Hi Arafat,
Basically, there are two solutions.
1. Use the OOB report to view the security roles of users.
Open the report "User Summary", do not set any filtering, click "Run Report". Then you can see the security roles of all users.
2. Use "Users, Team and Security Role Report" of XrmToolBox.
View User's and Team's Security Roles and how they related to each other.
Please refer to my answer in this post for the process of use: https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/364717/role-and-users-need-to-be-extracted
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