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Get a report of a user's roles and teams they're part of

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Posted on by Anggie

Hello, is there any way (via C#, advanced search, xrmtoolbox...) to get a report in an Excel spreadsheet format? The columns should be something like:

User fullname | Email | Security role(s) | Teams they belong to

Has anyone ever done this? A query would be enough, thanks.

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KK-365 1,010 on at

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Hello,

Please follow the below process:

1. Log in to https://admin.powerplatform.microsoft.com/

2. Select the environment

3. Select Settings in top ribbon

4. Select the drop down of Users + Permissions

5. Select Users

6. Select Manage Users in Dynamics 365

7. Select Run Report dropdown on the top ribbon.

8. Select User Summary

This will give you want you need.

If you find this helpful, please mark this answer Verified.

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Hi Anggie,

Maybe you can try to use the following xrmtoolboxs:

1.Users, Team and Security Role Report

View User's and Team's Security Roles and how they related to each other.

https://www.xrmtoolbox.com/plugins/Daggen.Xrm.UserTeamSecurityRoleReport/

2.User Security Manager-User Security Report

User Security Report allows us to generate reports for security roles and field security profile assigned to the user directly or through team for all the system users or the selected system users.

https://nishantrana.me/user-guide-user-security-manager-xrmtoolbox-plugin-for-managing-users-security/

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