Export the detailed privileges of every CRM security role into an Excel workbook.
Microsoft Business Solutions MVP (CRM) from Finland.
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 “.dynamics.com” 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).
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