One of the important tasks for Microsoft Dynamics CRM 2011 administrators is ensuring users have appropriate access to the system. One of the challenges of doing an efficient user audit is easily seeing a list of all the security roles each user belongs to. No worries! There is a report that allows you to conquer this challenge.
Microsoft Dynamics CRM 2011 has about 25 out-of-the-box reports. Most of the reports analyze your CRM data. However, there is one report for administrators: the Dynamics CRM User Summary report.
Let’s take a look.
- In CRM, click on Workplace.
- Click on Reports.
- Double click on User Summary.
- The next screen allows you to filter the user list.
- Once you’ve set your filter criteria (you aren’t required to filter your report), click on Run Report.
- The resulting report will display:
- Information about each User
- Users grouped by Business Unit
- A listing of all the security roles to which each User belongs
Not only does the User Summary report give you a list of users, it allows you to see which security roles each user belongs to. The only other way to see if a user belongs to a specific security role is by accessing their user record. This can be time consuming especially for larger organizations. Another benefit is that you can access the User record directly from the report, making it easy to alter access levels. And it’s just a great way to audit user access.
NOTE: This report does NOT show roles assigned to Teams.
That’s all it takes!
Want to know more about security roles in Dynamics CRM? Take a look at this recent blog if you’d like to learn how to restrict how information can be taken out of your CRM system.