I have recently published my first XRMToolBox Plugin “Dataverse Users, Security roles, Teams and Teams security roles” related to Dataverse Security, which helps administrators, developers, and auditors retrieve and explore detailed user access information from Microsoft Dataverse environments.

You can check the below for the Overview, Key Features, Use Cases and Data Export of my Plugin.

📦 Overview

This plugin provides a comprehensive view of Dataverse users and their access configurations, including:

🧰 Key Features

📋 Use Cases

📤 Data Export

Installation

Follow the below steps for installing this plugin in XrmToolBox.

Step 1: Click on the link to open XrmToolBox website.

Step 1


Step 2: Click on the Download latest version.

Step 2


Step 3: Click on Folder icon in Downloads.

Step 3

Step 4: Right click on the folder and click on Extract All.

Step 4

Step 5: Click on Extract.

Step 5

Step 6: Once the file is extracted, click on it to open the folder.

Step 6

Step 7: Click on the XrmToolBox.exe to open the XrmToolBox executable file.

Step 7

XrmToolBox is opening…

Step 7.1


Step 8: Click on Open Tool Library from Quick actions.

Or

Click on Configuration -> Tool Library.

Step 8

Step 9: Search for “Dataverse Users, Security roles, Teams and Teams security roles“.

Step 9

Step 10: Select the Tool and Click on Install.

Step 10

Step 11: Click on Yes to install this tool.

Step 11

Step 12: Once the Installation is done successfully, you can see the below.

Click on Close.

Step 12

Step 13: Click on Tools tab.

Step 13

Step 14: Search for “Dataverse Users, Security roles, Teams and Teams security roles“.

You can see my tool, which has been successfully installed.

Step 14

Usage

Follow the below steps.

Step 1: Open XrmToolBox and search for “Dataverse Users, Security roles, Teams and Teams security roles” in Tools tab.

Click on it.

Step U1

Step 2: Click on Yes to connect to an organization.

Step U2

Step 3: Select the required connection and click on OK.

Step U3

Tool has been opened successfully.

Step U3.1

Step 4: Click on Load Data.

Step U4

Tool will start retrieving all the System user details, Security roles (separated by semicolon ;), Teams (separated by semicolon ; and Team Security Roles (separated by semicolon ;).

Step U4.1

Once, the Tool retrieves the data, you can see the data in the grid and also can see the number of users retrieved.

Step U4.2

Step 5: Search for some text to filter the data.

As an example, I have entered the text “System Administrator“, and you can see the grid filtered with the entered text and can see the updated count as well.

Step U5

If you want to sort, click on any column in the grid to sort ascending or descending.

As an example, I have clicked on Full Name to sort in Ascending order.

Step U5.1

Step 6: Click on Export to export the data in CSV format.

Note: Data will be exported to the CSV format only on the filtered data, which you can see on this grid.

Step U6

Step 7: Choose the required path and Provide the File name.

Click on Save.

Step U7

Step 8: Once the data is exported successfully, you can see the Information message and the alert dialog with the Path, the file is downloaded.

Click on OK.

Step U8

Step 9: Go to the Downloads folder and open the file to see the data.

Step U9

Hope you liked my new XrmToolBox tool “Dataverse Users, Security roles, Teams and Teams security roles“.

Please like and share your valuable feedback on this article.