Generating User Security Role Reports in D365 CE

This blog covers the process of extracting and analyzing role-based security data, managing user roles, and utilizing D365 CE's reporting tools to enhance security and access control within the system.

Requirement

Occasionally, we need to generate a report for the User and their security role for different purposes. In this post, I am going to share quick steps to get this report.

Solution

We have one out-of-the-box report available called the “User Summary” report, which we can access from the reports area if you have one or from Advanced Find.

After running the report, we can export the data to Excel easily but extracting the required information from the output can be a bit challenging due to the way the data is structured. You can see the output below.

But don’t worry we have an easy way to get it :), thanks to Jonathan Daugaard, we can use the User Team Security Role Report tool from XrmToolbox to extract data and group it based on the security role.

1. Open XrmToolBox and connect to your environment, you can download both tools if not done already.
2. Search for User, Team, and Security Role Report
3. Click on Load Data to load all the user lists from your environment.
4. Select all the users and Click on the Generate Report button.
5. It will generate a CSV file.
6. Open the CSV file, select the First column, and use Text to Columns.
   
7. Select all the users with all columns and click on Insert to select PivotTable.
   
8. Under the PivotTable, first drag the security role under Rows and then drag the name under Rows.
   

Finally, we have our User Summary report ready where we can see the user list based on the security roles like below.

Summary

This is how we can easily get a list of the users based on the security roles.

Hope it will help someone!

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