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.

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Dynamics CRM : ViewRoleConfiguration

Recently in Dynamics 365 I got a requirement to show system views based on user security role. 

I try find any out-of-box way to achieve this but unfortunately there is no Out-of-box way to achieve this.

I had developed customize way to configure System views visibility based on security role. 

After completing my solution, I think this might be requirement for other CRM users also.

This tool is working only on classic CRM and also install a solution in your environment.

So, I have created XRMToolBox plugin for this configuration. Now anyone can download this plugin either from XRMToolBox or from given link ( Download Plugin) and configure.

Configuration: -

• Open XRMToolBox and connect to your Organization.
• Search “view-role configuration” if already installed else go to XRMToolBox “Plugin Store” and install this plugin. Or save downloaded plugin in your Plugin folder.

• Open View-Role Configuration plugin. If you are using this plugin first time you need to click on “Import Solution” button first.

Download Solution

• This step will install a new solution named “ViewRoleConfiguration” in your organization. This solution is developed on Dynamics 365(9.0) version.

• Once this solution is successfully installed. We are ready to configure our system views based on different security role.
• Click on “Retrieve Data” button. This will retrieve security role list and entities list.

• Select your “Security Role” for which you want to configure view permission.

• Now select entity for which need to configure view permission.

• On Entity selection, it will show all system views whose (querytype is 0). I.e view which shows in view selector.

• Select the view which you want to hide for given security role.

Example: - I am using “My Active Accounts” for demo.

• Now click on “Save Data”. This will create a record in “View Role Configuration” entity. This record will be used to enable security role-based view visibility.

Before View-Role view configuration: -

After View-Role Configuration: -

• We can see that “My Active Accounts” is not visible in Account view selector list. Even this view also not available in advance find view.

• When we want to remove View-role security. Follow the same process and now just de-select view and click on “Save Data”. This will delete the configuration record and view will become available for that security role.
• We can also delete this solution from your organization with the help of given plugin.

Note: - Use two users while testing this plugin. One user by which you connect XRMToolBox. Second user which have that security role on which you are configuring security role-based system views.

Please provide your comment and share your reviews.

Dynamics CRM: Manage Solutions

People says, “Necessity is the mother of invention”. But I think “Laziness also initiator of invention”.  😊

In CRM as a developer we always played with Solution. We create new solution to manages our development and to transfer our work from Dev to Test instance etc. Solution also required for marketplace package movement.

After CRM 2016, Microsoft also added two new option in Solution: -

Clone a patch- To make small change related to parent solution.

Clone Solution- To merge current solution and patch in single updated solution. And remove previous one.

But here I am not discussing about these features because you will find some good materials related to these new features in google.

Use Cases: -

• When I was working for one of my project I have a solution more than 400 components. And I need to create a solution with 300 components of that solution. You could say Clone a patch might work but not in my case because it creates dependency on parent solution and create a blank solution.

• In one of another project I had a managed solution in Production. In development Organization have unmanaged solution which played by lot of team members, as we developer do always.😉 We need an unmanaged solution from that managed solution. But Microsoft do not give any feature for this.

• I need to export list you all solutions. But no option found either in advance find or in solution view.

While tackle with these situation, I was thinking there should be something a single click option to do so.

Now I started developing a XrmToolbox plugin to help me. Today I am deploying my Plugin for all developers and soon it will be available in XRMToolbox also.

Features of this Plugin.

• Retrieve all Solutions
• Make a Copy of Solution
• Delete Solution
• Export Solution to folder
• Export Solution list to excel
• Publish All Customization.

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

Install Managed Solution Plugin in your XRMTollBox using plugin store.

If you are not able to find Manage Solution plugin.

Download Plugin

Install in XRMToolBox by clicking Settings->Path->Storage folder->Plugin folder.

Copy assembly in Plugin folder.

Connect your organization and open plugin Managed Solution.

Click on “Retrieve Solution”. Now you will see list of all solutions and their information.

Select any managed or unmanaged solution to make a copy of it. Select solution and click on “Make a copy” button. Before creating a copy, you need to provide new solution name.

It will create a copy of your solution with all source solution component.

To Delete any solution, select your solution and click on “Delete Solution” button.

To Publish all customization, click on “Publish All Customization” button.

To export all solutions list, click on “Export Grid” button provide your location to store solution excel sheet. Make sure you have MS office preinstall to use this option.

To export any unmanaged solution, select unmanaged solution and click on “Export Solution” and it open a new form. Fill required details in new form and click “Export” button.

It will save your unmanaged solution in your specified location. You can save managed and unmanaged solution same time.

With this plugin I was able to tackle all my use cases in lesser time. 

"I choose a lazy person to do a hard job because a lazy person will find an easy way to do it" 

      Bill Gates.......

Note: - Plugin based on .net framework 4.5.2

Please share your feedback.

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Dynamics CRM: Entity Security

In CRM as a developer we sometime need to see permission given to any entity in each security role.

But in Dynamics CRM/365 there is no provision to see this in single glance. We need to open each security role to check permission for any entity.

Case Study: -

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

Now an issue in raised by users they can update notes of other users. Now X must check permission of user for note entity.

He checks security role of user1 not found:

User have assigned 15 security roles.

User have assigned 13 teams.

He goes to security roles and found there are 150 security roles are present in their organization.

He need to check all 150 security roles to verify permission given in note entity.

Solution: -

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

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

2. User can check team and user list based on selected security role for any business unit.

3. User able to see all security roles.

Download XRMToolBox from given URL and install.

xrmtoolbox

Install EntitySecurityRole Plugin in your XRMTollBox using plugin store.

If you are not able to find EntitySecurityRole.

Go to given Link :  Download Plugin

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

Copy assembly in Plugin folder.

Connect your organization and open plugin Entity Security Role

Click on “Retrieve Entities” and select your Entity.

Now you will see list of all security roles in security role list and Permission given to selected entity in each security role.

Now if you want to list of team and user based for any security role.

Select your business unit and then select required security role. And now you will able to see all team and user have for selected security role based on your selected business unit.

You can also export security role result in excel.

Now Developer X will easily able to find in which security role permission need to change.

Note: - Plugin based on .net framework 4.5.2

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Xrmtoolbox Personal-view

In CRM as a developer we always want to managed Personal Views created by users.

But in Dyanmics CRM/365 their is no provision to see other user personal view and change their share properties.

I have create a plugin for Xrm toolbox. with the help of this plugin you are able to see Personal views created by other users.

1. Install plugin to XRM toolbox.
2. Open "Personal View" plugin.
3. Click on "Retrieve Users" to get list of all users with that organization.
4. Select any user from user drop down list, it will show all "Personal view" whose owner is selected user.
5. "Double click" on any View from that list. It will show team within user "business unit". and user list and show all access list for that view.
6. Double click on any team or user which is not in access list, it will add user or team in access list.
7. Do required access modification in Access list.
8. Click on "Run" to submit the changes.

Note:- Remove all access from access list for particular team or user, if you want to remove share for that user or team.

Download and install plugin in your xrm toolbox plugin folder.

Download plugin

Xrmtoolbox SoapLogger

Xrmtoolbox has made Dynamics CRM developer life easy.
Dynamics CRM or now Dynamics 365 provide out of box way to execute our workflows. We can execute on demand workflows from CRM for multiple and single record on click of Run Workflow. In Dynamics CRM 2013 onwords CRM has launched a new process know as Action. We can create Action and call them from JavaScript or plugin. In Dynamics 365 we can call Action in workflow also. But their is limitation in Dynamics 365 that we cannot run Action on single click as we can do for workflow on single click. 

To resolve that I have created a plugin for XRMTOOLBOX, with the help of this Plugin you can execute Action for any entity. It will show list of all Action based on selected entity. It will get one record as default on action selection, but user can change this record id based on their requirement. On click on Run button it will execute that Action and return you request and response string in first text box. On click of >> button it will convert that output string in format that can be used in JavaScript or C# directly. Their are two button in bottom to copy that string to clipboard.

This plugin support .net 4.5.2 version.

You can download plugin form below link. I have also shared the project if any one want to enhance functionality.
Download Plugin
Please leave your comment.

Xrmtoolbox Role Replicator

Xrmtoolbox has made Dynamics CRM developer life easy. 

I have created a plugin for Xrmtoolbox developers with the help of this plugin:-

1. You can check user's Security roles.
2. You can check user's Teams.
3. You can check user's Queue.
4. This tool allow you to copy one user Security roles, teams and Queues to list of selected users. 

Note: Selected users and copy from user should be of same business unit.

This plugin support .net 4.5.2 version.

You can download plugin form below link. I have also shared the project if any one want to enhance functionality.
Download Plugin
Please leave your comment.