A Tool to export CRM Security roles into an Excel workbook. 

 

Update 5.0

  • Support for D365 OnPremise & Online

 

Update 4.0

  • Restored Business Unit selection functionality
  • Multiple languages are supported now. [Requires some configuration. Refer documentation]

 

Update 3.4

  • Fixed the NullReferenceException reported.
  • Ability to choose the business unit to retrieve the roles from child business unit- Removed until next release. [Lost my code recently due to a machine crash. Will be adding shortly.]

 

Update 3.2

  • General bug fixes. Thanks to whoever reported issues, for the feedback and support.

 

Update 3.1

  • Added the ability to choose the business unit to retrieve the roles from.
  • Now displaying all the custom entities in "Custom Entities" tab, even if there is not privilege specified for the entity for the specified role.

 

Update 3.0

  • The tool now makes use of OpenXML SDK instead of office InterOp.
  • Fixed issues in exporting System Administrator role for CRM 2015
  • Fixed connectivity issues for CRM 2015

 

Update 2.2

  • The tool now works with both On-Premise and Online version of CRM 2011/2013/2015.


Update 2.1

  • The tool now works with both On-Premise and Online version of CRM.
  • May work with CRM 2015 as well but all the privileges may not be exported into Excel sheet. Do notify me of any such discrepencies.

 

Similar to CRM Security Role From

Exported Role Sheet - Sample

 

 

 

Separate Table for each tab in CRM Security Role form

 

 

 

Separate worksheet for each security role exported

Last edited Mar 9 at 11:40 AM by Johninfant, version 17