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Security Roles Advanced find

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Posted on by Kishor Kumar

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Guys, how to retrieve the Security roles for the all the users in advanced find!

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Gopalan Bhuvanesh 11,401 on at

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RE: Security Roles Advanced find

Hi

Please use User Summary Report or use XrmToolBox.

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Nithya Gopinath 17,078 on at

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RE: Security Roles Advanced find

Hi Kishor Kumar,

You could use the out of the box User Summary Report.

See: http://www.powerobjects.com/2013/05/16/dynamics-crm-user-summary-report/

You could also use the following FetchXML query.

<fetch mapping="logical" count="50" version="1.0"> <entity name="systemuser"> <attribute name="fullname" /> <link-entity name="systemuserroles" from="systemuserid" to="systemuserid"> <link-entity name="role" from="roleid" to="roleid"> <filter> <condition attribute="name" operator="not-null"/> </filter> </link-entity> </link-entity> </entity> </fetch>

See: https://community.dynamics.com/crm/b/crmmitchmilam/archive/2010/07/20/creating-a-query-to-find-all-users-with-a-specified-security-role

Hope this helps.

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Kishor Kumar 3,710 on at

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RE: Security Roles Advanced find

Thanks Nithya and Gopalan, how to retrieve only the enabled security roles alone

?

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Nithya Gopinath 17,078 on at

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RE: Security Roles Advanced find

Hi,

You could add the condition attribute user status equals enabled in Fetch XML.

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Nithya Gopinath 17,078 on at

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RE: Security Roles Advanced find

You could also use Advanced Find fro the same.

Hope this helps.

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Kishor Kumar 3,710 on at

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RE: Security Roles Advanced find

Hi Nithya, we are not going to run a report we are just want to know the security roles of the user's in the organization only. Let me know if any changes that can bring me the report of security roles of the enabled users only.

Like curious to know, when we run that built in report called"User Summary " in Enabled user will it fetch only the enabled users?

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Nithya Gopinath 17,078 on at

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RE: Security Roles Advanced find

Hi Kishor,

As I suggested above, use the advanced find to know enabled users.

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Nithya Gopinath 17,078 on at

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RE: Security Roles Advanced find

Hi Kishor Kumar,

You could use the following way.

Get the results of enabled users using the advanced find below.

View the results and select all of them.

Click on Run Report in the Command Bar. Select User Summary report.

Select Reports window appears as follows.

Select the option The selected records.

This will give the report of enabled users only.

Hope this helps.

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Gopalan Bhuvanesh 11,401 on at

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RE: Security Roles Advanced find

Hi

When you are in Users home page, select the Enabled Users view, then click the Users Summary report,

Now you can choose your option to select all the records in the list or Selected records.

This way you can obtain what you want.

In Advanced find you can get the list of Security Roles for a single user only. Because you cannot display matrix in Advanced find.

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ashlega 34,477 on at

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RE: Security Roles Advanced find

You can also build a new report using CRM report wizard and get this kind of summary:

Just add users as a main entity, security roles as a related entity, then use user name fro the group name and role name for the columns..

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