MS CRM Security Roles to Excel Export

Export the detailed privileges of every CRM security role into an Excel workbook.



Microsoft Business Solutions MVP (CRM) from Finland.

Tagged with: , , , , , , , ,
Posted in Tools
11 comments on “MS CRM Security Roles to Excel Export
  1. Mitch Bird says:

    Hi Jukka
    How would I determine what server my companies CRM is installed on?
    I wanted to try out your Security Roles utility but I don’t know the server where we are installed.
    Is there a way to find it out from the UI, I am Sys Admin on the system.

    • Mitch, you should be able to determine the server type from the URL you use for accessing CRM via a browser. If it ends with “” then you’re in an Office 365 environment with 99% certainty (a few customers could still be in Windows Live ID based CRM Online legacy platform).

  2. James Wierzba says:

    Is source code available?

  3. Mo-tunde Ire says:

    Hi Jukka,
    Please how do I run the application? The zip file does not contain a .exe file.

  4. Ashok says:

    Hi Jukka I am trying to Import this tool in to V9.0 of Dynamic 365 .But its not importing there.

  5. Rename mscrmrolesheetexporter\releases\10\cc9fd1d0-65eb-4802-9ac6-abc57eeecb38
    to RoleSheetExporter Then unzip/run RoleSheetExporter

  6. William says:

    Hello everyone,

    I followed Kostas’s recommendation and tried to start the tool.
    I was able to get a list of all CRM organizations but could not pass the next stage (I am using Dynamics 365 v.9).

    Does anyone know if there the source code contains bugs?

    Thanks a lot for your help.

  7. William says:

    Hi everyone,

    The version inside the folder 9 works fine.

    Thanks a lot!!

  8. Daniel says:

    I don’t think this works with Dynamics 365. There is no option when you attempt to connect to enter the URL, only region, username and password.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.

What’s this blog about?
Links to Microsoft Dynamics 365 resources, selected by Jukka Niiranen.
Jukka Niiranen

Enter your email address to follow Dynamics 365 Links and receive notifications of new posts by email.

CRM 2013 QuickStart book
Want to learn Microsoft Dynamics CRM 2013? Start with this book that I've contributed to:
%d bloggers like this: