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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Exporting role permiss...
Microsoft Dynamics CRM (Archived)

Exporting role permissions data to excel

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Posted on by Community Member Microsoft Employee

Hi

Is there anyway I can export all the permissions data for a specific role to excel or word or pdf for analysis purpose.

Thanks in advance

*This post is locked for comments

  • Jess Howes Profile Picture
    Jess Howes 65 on at
    RE: Exporting role permissions data to excel

    I am also looking for a way to export all of the Secuirty Roles into Excel so that I can perform analysis. I have downloaded the XRM Toolbox extension from here http://dotnetdeveloper2012.blogspot.com/2018/09/dynamics-crm-export-security-role.html however after following the instructions of adding it into my toolbox manually I am also confronted with the same error messages as the last responder.

    Can someone suggest an alternative way to obtain this information please?

    I am On Prem V8

    ************** Exception Text **************
    System.InvalidCastException: Unable to cast object of type 'Microsoft.Xrm.Tooling.Connector.CrmServiceClient' to type 'Microsoft.Xrm.Sdk.Client.OrganizationServiceProxy'.
    at ExportSecurityRole.Helper.createConn(IOrganizationService Service)
    at ExportSecurityRole.ExportRole.btn_retRole_Click(Object sender, EventArgs e)
    at System.Windows.Forms.ToolStripItem.RaiseEvent(Object key, EventArgs e)
    at System.Windows.Forms.ToolStripButton.OnClick(EventArgs e)
    at System.Windows.Forms.ToolStripItem.HandleClick(EventArgs e)
    at System.Windows.Forms.ToolStripItem.HandleMouseUp(MouseEventArgs e)
    at System.Windows.Forms.ToolStrip.OnMouseUp(MouseEventArgs mea)
    at System.Windows.Forms.Control.WmMouseUp(Message& m, MouseButtons button, Int32 clicks)
    at System.Windows.Forms.Control.WndProc(Message& m)
    at System.Windows.Forms.ToolStrip.WndProc(Message& m)
    at System.Windows.Forms.NativeWindow.Callback(IntPtr hWnd, Int32 msg, IntPtr wparam, IntPtr lparam)

  • Roberta W Profile Picture
    Roberta W 21 on at
    RE: Exporting role permissions data to excel

    Hi Kostas -

    I have also tried using the XrmToolbox Export Security Role and I also get an error when when attempting to connect.

    If you are able, would you please let me know if you have any insights into this error that occurs when I click on Retrieve Roles

    unhanded exception has occurred in your application ...

    System.InvalidCastException: Unable to cast object of type 'Microsoft.Xrm.Tooling.Connector.CrmServiceClient' to type 'Microsoft.Xrm.Sdk.Client.OrganizationServiceProxy'.

      at ExportSecurityRole.Helper.createConn(IOrganizationService Service)

      at ExportSecurityRole.ExportRole.btn_retRole_Click(Object sender, EventArgs e)

      at System.Windows.Forms.ToolStripItem.RaiseEvent(Object key, EventArgs e)

      at System.Windows.Forms.ToolStripButton.OnClick(EventArgs e)

      at System.Windows.Forms.ToolStripItem.HandleClick(EventArgs e)

      at System.Windows.Forms.ToolStripItem.HandleMouseUp(MouseEventArgs e)

      at System.Windows.Forms.ToolStrip.OnMouseUp(MouseEventArgs mea)

      at System.Windows.Forms.Control.WmMouseUp(Message& m, MouseButtons button, Int32 clicks)

      at System.Windows.Forms.Control.WndProc(Message& m)

      at System.Windows.Forms.ToolStrip.WndProc(Message& m)

      at System.Windows.Forms.NativeWindow.Callback(IntPtr hWnd, Int32 msg, IntPtr wparam, IntPtr lparam)

    ************** Loaded Assemblies **************

  • Kostas Kourtidis Profile Picture
    Kostas Kourtidis 10 on at
    RE: Exporting role permissions data to excel

    Hi Ruger,

    do you get an error message?

  • RugerSR762 Profile Picture
    RugerSR762 375 on at
    RE: Exporting role permissions data to excel

    Thanks Kostas, that definitely provides the .exe / application.  However, it seems to crash when attempting to connect.  Any suggestions?

  • Suggested answer
    Santosh bhagat Profile Picture
    Santosh bhagat 464 on at
    RE: Exporting role permissions data to excel

    Use XRMtoolbox Plugin

    dotnetdeveloper2012.blogspot.com/.../dynamics-crm-export-security-role.html

  • Suggested answer
    Pawar Pravin Profile Picture
    Pawar Pravin 5,231 on at
    RE: Exporting role permissions data to excel

    Hi Naveed K.

    Please refer following URL, it could help you to export all security access in excel sheet.

    archive.codeplex.com

    Regards,

    Pravin

  • Suggested answer
    Kostas Kourtidis Profile Picture
    Kostas Kourtidis 10 on at
    RE: Exporting role permissions data to excel

    Rename mscrmrolesheetexporter\releases\10\cc9fd1d0-65eb-4802-9ac6-abc57eeecb38

    to RoleSheetExporter 4001.zip. Then unzip/run RoleSheetExporter 4001.zip

  • RugerSR762 Profile Picture
    RugerSR762 375 on at
    RE: Exporting role permissions data to excel

    Same here.  How do we get this thing to work?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Exporting role permissions data to excel

    Hello, 

    I opened the URL but I dont see how can I download the application. I downloaded the Archive but there is no .exe in the app. Is it still operational or not?

    Regards, 

    Fahad

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Exporting role permissions data to excel

    I am not able to get .Exe file for (mscrmrolesheetexporter) tool in any folder. Can you assist me how can I use this tool.

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