An XrmToolBox plugin that helps administrators, developers, and auditors retrieve and explore detailed user access information from Microsoft Dataverse environments.
This plugin provides a comprehensive view of Dataverse users and their access configurations, including:
- 👤 User Details:
UserId,ApplicationId,Full Name,Email,User Status,Business Unit,Azure AD Object IDetc. - 🛡️ User Security Roles
- 👥 User Teams
- 🛡️ Team Security Roles
- 🔎 Global Search: Use a single search box to find any text across all retrieved user fields
↕️ Column Sorting: Sort by any field for easier navigation and analysis- 📤 CSV Export: Export all data or filtered search results to a
.csvfile with a custom filename - 📊 Detailed Metadata: View additional fields like domain name, business unit ID, and application ID
- ⚡ Fast Performance: Optimized for large datasets with responsive UI
- 🧭 User-Friendly Interface: Intuitive layout with minimal setup required
- 🔄 Refresh Capability: Reload data without restarting the plugin with a single click
- 📁 Offline Analysis: Exported data can be used for reporting, auditing, or compliance reviews
- Open XrmToolBox
- Connect to your Dataverse environment
- Search for "Dataverse Users, Security Roles, Teams and Team Security Roles" in the plugin store
- Install and launch the plugin
- Click Load Data to retrieve data
- Use the search box, sorting, and export options to explore and manage user access
- 🔐 Security Audits: Identify users with elevated or missing roles
- 🧾 Compliance Reporting: Export user-role mappings for documentation
- 👥 Team Management: Understand team memberships and inherited roles
- 🧹 Environment Cleanup: Detect inactive users or redundant access
- 📈 Access Reviews: Analyze user metadata for governance and policy enforcement
- XrmToolBox installed
- Connection to a Microsoft Dataverse environment
- Appropriate permissions to read user, team, and role data
- Click the Export button to download data as a
.csvfile - Choose your own filename
- Export either full dataset or filtered results based on search
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I'm open to feedback and suggestions to enhance the tool!
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Found a bug or have a feature request?
👉 Submit an issue -
Want to contribute?
👉 Fork the repository and submit a pull request
This plugin is released under the MIT License.
See the LICENSE file for details.
Built with ❤️ using the XrmToolBox SDK
Thanks to the Power Platform community for their continued support and inspiration!