Security Report RRS feed

  • Question

  • Hi all,

    Is there a report available to display the user's security role settings?



    Tuesday, January 24, 2012 1:08 PM


All replies

  • If it is CRM 2011, yes there is one User Summary report which shows the users by Business Unit and all the security roles.

    go to Settings - > Administration -> Users, then on the Ribbon bar, Run Report, then select User Summary, then select All Records Applicable, it will produce the report for you with security role for each user by business unit.


    Thomas T(MCBMSS) If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Wednesday, January 25, 2012 3:24 AM
  • Thanks Thomas,


    I'm aware of this report. Actually I would like to know what effective rights a user has on each entity. In our situation a user has several roles within our organisation.

    Friday, January 27, 2012 4:33 PM
  • The reports at http://code.msdn.microsoft.com/CrmSecurityReports should help. They were written for CRM 4, so don't include permissions gained from team-ownership, but should otherwise work for CRM 2011
    Microsoft CRM MVP - http://mscrmuk.blogspot.com  http://www.excitation.co.uk
    Saturday, January 28, 2012 11:11 AM
  • Thanks David!
    Saturday, February 4, 2012 7:45 AM