Dynamics CRM : Export Security Role

In CRM as a developer sometime we need to see permission given to Security role.

Dynamics CRM/365 we need to open security role to check permission in that security role.

But there is no provision to export Security role permission.

Case Study: -

Developer X is working in an organization as support engineer. He was not part of implementation team.

User requested role given in each security role permission in excel sheet.

It is time consuming job to open each security role and make excel sheet manually with all permission.

Solution: -

To tackle this case study, I have created a XrmToolBox Plugin which help Developer X.

User can see permission given in each security role to entity.

User can see Miscellaneous Privileges.

User can export all Privileges based on selected Security role.

Download XRMToolBox from given URL and install. https://www.xrmtoolbox.com/

Install “Export Security Role” Plugin in your XRMTollBox using plugin store.

If you are not able to find “Export Security Role” in Xrmtoolbox.
Use below links

Download Plugin compatible with Xrmtoolbox Version 1.2019.7.34 from here:
Download 1.2019.11.15

Download Xrmtoolbox Version 1.2019.7.34 from here:
XrmToolbox v1.2019.7.34

And download plugin from here. Install in XRMToolBox by clicking Settings->Path->Storage folder->Plugin folder.

Copy assemblies in Plugin folder.

Connect your organization and open plugin Export Security Role.

Click on “Retrieve Roles” and select your security Role.

Now you will see list of all security roles in role list.

Now when you select any security role it will show all Privileges for selected security role.

If need to search specific entity enter logical name in search box.

Click on Export button to export privileges in excel.

As a result, you will see a excel file with Security role name is create with all privileges.

Now Developer X will easily able to find and share permission based on security role.

Note: - Plugin based on .net framework 4.5.2. Microsoft office required to export result.

Follow my blog so you will not miss my new upcoming blogs.

Dynamics CRM - Sharepoint Upload Event

Dynamics 365 provide out-of-box integration with SharePoint which we used to manage our documents.

It hosts SharePoint document library in CRM page to upload or mange document.

But sadly Dynamics CRM/365 do not provide any event when document is uploaded in CRM.

Some time we to trigger an action like approval process, notification, email or task once document is uploaded.

So, in this blog I will try to counter this issue with help of Microsoft Flow.

So, let’s begin………

1. Login in O365 portal with admin permission.

https://www.office.com/?auth=2&home=1

2. Open SharePoint.

3. Open Flow

4. Open Dynamics 365

5. Create a new Team Site in SharePoint 

Select Public as privacy setting.

Copy Site address in notepad for use.

Click on next than finish.

6.  Go to Dynamics 365 and setting->Document management.

7.  Click on Document Management Settings

8. For demo purpose I am only taking Contact entity for SharePoint integration.

9. Paste your site URL that we created previously.

10. Click on next and leave Select folder structure as uncheck than Next and Finish.

11. Go to Microsoft Flow and click on “Create from template” to create new flow.

12. Search for “Get a push notification when a new file is added in SharePoint” template and click on it.

13. Click on “Edit in advanced mode"

14. Paste site URL that you create earlier. And select “Contact” in library name and leave folder as blank.

15.  Delete push notification step, we do not need this.

16. Click on “New step” and select “Add a condition”. If we do not add this condition it will create two tasks.

17. Click on “If yes” and select “Add an action"

18. Select Dynamics 365 from connector.

19. Currently there is no template to execute an action or workflow. So, I am creating a high Priority “Task” for testing and can trigger workflow or action based on our requirement.

20. Select “Dynamics 365 – create a new record” action.

21. Select your organization than “Task” in entity.

22. Provide required information and save it. Now all setup is done now time for testing. We can create multiple Flow for different entities.

23. Go to any contact record and navigate to document. Upload a new document.

24. Once document is uploaded wait for few second and go to Microsoft flow to check history of your flow.

25. Open last history.

26. If result, is successful go to Dynamics 365 to check Task is create or not.

Bingo!! Task created.

Try to use this and share your feedback.