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How to export security roles, their permissions and the people who are assigned to it from CE

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Posted on by Alexio Pfumai

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Hi All,

Please assist with the steps to follow when exporting security roles, their permissions and the people who are assigned to it from CE.

Kind regards,

Alexio

Categories:

Accounts or Contacts

Product Integrations (Yammer/LinkedIn/etc)

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Verified answer

Amit Katariya007 5,769 Moderator on at

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RE: How to export security roles, their permissions and the people who are assigned to it from CE

Hello Alexio,

Please Run user summery report for the Users and you will have detailed information about all the roles and users who has it.

www.marksgroup.net/.../

You can also use "Users, Team and Security Role Report" Tool in XRM toolbox.

www.xrmtoolbox.com/.../

Thank you,

Amit Katariya
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Pradeep Rai 5,490 Moderator on at

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RE: How to export security roles, their permissions and the people who are assigned to it from CE

Hi,

Please check below link:

https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/382114/user-roles-export#:~:text=Open%20the%20report.,Then%20save%20as%20Excel.

In above link refer below comment:

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