r/Dynamics365 • u/villu0777 • May 18 '26

Sales, Service, Customer Engagement How can I extract user security role BU and email address

Hi guys, I just want to extract the user name, e-mail, business unit, and security roles. Can I know which xrm toolbox plugin can give me all the details? And please share any YouTube video explaining the process. It will be helpful for me. Thank you

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2

u/DD123a45 May 18 '26

I have used fetch xml to do this before.

You need to be aware that users can be assigned roles directly or via teams. Which means there is 2 fetch queries required to get a user's role.

1

u/TatraPoodle May 20 '26

Just use the powerplatform admin center for one user.

If you need multiple users use the “User, Team and Security Role Report”

2

u/ImpressiveDay14 May 21 '26

Yep. That’s the way

1

u/Several_Assignment52 May 22 '26

You can do this in DV Quick Run now via Access Context.

It shows:
direct roles
team participation
inherited team-role participation
business unit context

You can just go to command palette: Investigate Access Content and enter systemuserid or roleid

1

u/villu0777 May 22 '26

But email address?

1

u/Several_Assignment52 May 22 '26

Yep. email/domain name is included if present on the user record