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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to get user role a...
Customer experience | Sales, Customer Insights,...
Suggested answer

How to get user role and team mapping in a Online Report

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Posted on by windyMill 435

Hi Folks , 

I need to create a  online report which should  user name , email id , and security role , and Team name.

As per my understanding I need to create a view to fetch these values and then i can use this in my view .

So to pull User Name , email id i can fetch from User Entity 

Now how  to pull Security Role and Team  and link it with User Entity .

Is it possible to get like this , 

UserName    Emailid                          Security Role                                        Team 

Peter              p@gmail.com               Manager, Customizer, Admin                HR , Suppply

Manry             m@gmail.com               Processor                                              Finance

or suggest any good way . I dont want much complex , is it possible to get it done by online editor  without using visual studio Report designer.

Thanks

  • windyMill Profile Picture
    windyMill 435 on at
    RE: How to get user role and team mapping in a Online Report

    When I simply created  reports by adding fields with respective entity i got a issue

    UserName     User Role                       BU                   CustomRole Description

    Peter               Purchasing associate    Purchase         Associate will only allow see Purchasing form

    Sandra           Purchasing associate    Purchase         Associate will only allow see Purchasing form(Not able to see this record)

    Peter has  created record in custom entity  and when Peter run report  it only shows the first record.

    i guess some join between  XX_RoleDescrption  and Security role  entity is not proper.

    Pls help

  • windyMill Profile Picture
    windyMill 435 on at
    RE: How to get user role and team mapping in a Online Report

    Hi Daniel,

    how to put fetch xml query to report .  For some reason xrm tool box is not connecting .

    Is there any other way to to get query . Cant we create query on our self .

    Now i have some modification , i need report like this

    UserName     User Role                       BU                   CustomRole Description

    Peter              system admin             Sales                    This is super role

    Peter              system Customizer      Sales                 test

    Sandra           Purchasing associate    Purchase         Associate will only allow see Purchasing form

    I created a custom Entity   - XX_RoleDescrption

    field1 -   User Role  , Type - lookup (Relation with BU entity)

    Field 2    BU  Type - lookup (Relation with BU entity) (Relation with securityRole)

    Field 3    Custom Role Description  Type - text field

    Now in this entity I am  creating record    for particular role  by selection BU , User Role and adding desired Description in   CustomColumm Role Description

    Can you pls help me regarding this ?

    Thanks

  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar on at
    RE: How to get user role and team mapping in a Online Report

    Hey!

    I've attemptd using XRMToolBox. There's a solution called "FetchXML Builder" that allows you to create a FetchXML with the query of your choice.  Something like this should work:

    <fetch no-lock="true" >

     <entity name="role" >

       <attribute name="roleid" />

       <attribute name="name" />

       <order descending="false" attribute="name" />

       <link-entity name="systemuserroles" to="roleid" from="roleid" intersect="true" visible="true" >

         <link-entity name="systemuser" to="systemuserid" from="systemuserid" alias="af" >

           <attribute name="windowsliveid" />

         </link-entity>

       </link-entity>

     </entity>

    </fetch>

    This will popup the RoleID, RoleName and the WindowsLiveID in a table.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: How to get user role and team mapping in a Online Report

    Hello,

    If you want to resolve your task without the usage of Visual Studio - you will have to create custom fields (one for teams and one for Security Role) for your user entity and use something (Plugins, Workflows, or PowerAutomate) to aggregate data from child entities to those fields and use those fields in the report after.

    As for me, it's much easier to use VS and few formulas to avoid the implementation of those rollups. Check this post, it doesn't look supercomplicated - www.inogic.com/.../

  • Suggested answer
    Ayaka Iwai Profile Picture
    Ayaka Iwai on at
    RE: How to get user role and team mapping in a Online Report

    You can get role and team records and link it with each users by Power Query.

    Ingest data through a Power Query connector - Dynamics 365 Customer Insights | Microsoft Docs

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