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Jason Livengood
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See a List of Users and Their Permissions in Outlook Dynamics CRM

I am in the middle of learning  how to set  permissions in Outlook Dynamics CRM . I figred out how to take an existing user and add them to a security role. (Ex. I add user Joe Schmoe to the Security Role Salesperson)
Question: Is there an easy way to see the list of all users with their security roles? Or, Is there a way I can drill into a security role and see the list of users attached to it Either way would be fine. Just would like to see an overview of where I'm at security wise.
Microsoft DynamicsMicrosoft ApplicationsOutlook

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Feridun Kadir

8/22/2022 - Mon
Chinmay Patel

Hi jazzcatone,

Which version of CRM you are running? Is it CRM 4.0 or CRM 2011?

Basically for any version of CRM you will have to create a custom page to see users and their roles.

Regards,
Chinmay.
Jason Livengood

ASKER
This is CRM Online. I believe it is 2011. I have to say if I am an admin and I have to create a custom page in order to see users and the security roles there in that seems rather cumbersome. I tried to go into the users list and add a column but it did not seem to work. Very confused....
Chinmay Patel

No It won't work that way. Even though you are an admin custom page or a report could be the only answer. You can not possibly expect to fulfill all features OOB from a given product. Also even if you go to users list and then let's assume you could add the column. it won't work 'cause a user might have more than 1 roles and it will not be possible to display such a data [group by] in OOB CRM Grid.
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rwheeler23
Jason Livengood

ASKER
If a user has more than 1 role then show me 2 line items, 1 for each role and without building a custom page.. how do i see what the permissions are for a given user.

Very sorry (and excuse my candor here) but this isn't rocket science. If I develop a system with role based permissions (not exactly a brand new concept in developing) I need to give people away to see those permissions and change them ( or leave them as is) based on what it is they see. I should not have to do anything "special" for this ability....again in no way am being critical of you. Thanks for engaging me on this topic. I just don't understand how Microsoft gets away with stuff like this.  
Chinmay Patel

Ofcourse I understand your fustration :). But this product is relatively new and as they move forward they are trying to incorporate a lot of features. Especially, in this case, if you would want to see roles per user, you can do that on each user's individual record. But the CRM grid, by design, can not show the kind of grouped records you are describing. Now to solve your problem, what would you like more? a Report or a Script based HTML page?

And I am a big fan of Microsoft, they have their shortcomings but trust me.. all in all they care a LOT about customers. I understand it is difficult to see it when we want some features and they are not there, but then MS does drive its product/s based on feedback they get. I have a known a feature made to CRM 4.0 in last 3 months 'cause lot many customers were asking for it. It's not that they dont care or they dont want to, just sometimes other things take the priority.
Jason Livengood

ASKER
Thanks again for the feedback. I guess if you or someone could point me in the direction of an online resource that could show me how to draw up a report for this that would be great. I need to learn how to do some reporting with Dynamics CRM anyway so... again any help would be most appreciated.
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Jason Livengood

ASKER
Redoing this
Jason Livengood

ASKER
thanks
Feridun Kadir

Did you try the out of the box user summary report? I think that shows what you were asking for.
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