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🔍 Dataverse Users, Security Roles, Teams & Team Security Roles Plugin

An XrmToolBox plugin that helps administrators, developers, and auditors retrieve and explore detailed user access information from Microsoft Dataverse environments.


📦 Overview

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 ID etc.
  • 🛡️ User Security Roles
  • 👥 User Teams
  • 🛡️ Team Security Roles

🧰 Key Features

  • 🔎 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 .csv file 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

🚀 Getting Started

  1. Open XrmToolBox
  2. Connect to your Dataverse environment
  3. Search for "Dataverse Users, Security Roles, Teams and Team Security Roles" in the plugin store
  4. Install and launch the plugin
  5. Click Load Data to retrieve data
  6. Use the search box, sorting, and export options to explore and manage user access

📋 Use Cases

  • 🔐 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

📎 Requirements

  • XrmToolBox installed
  • Connection to a Microsoft Dataverse environment
  • Appropriate permissions to read user, team, and role data

📤 Exporting Data

  • Click the Export button to download data as a .csv file
  • Choose your own filename
  • Export either full dataset or filtered results based on search

💬 Feedback & Contributions

  • I'm open to feedback and suggestions to enhance the tool!

  • Found a bug or have a feature request?
    👉 Submit an issue

  • Want to contribute?
    👉 Fork the repository and submit a pull request


📄 License

This plugin is released under the MIT License.
See the LICENSE file for details.


🙌 Acknowledgements

Built with ❤️ using the XrmToolBox SDK
Thanks to the Power Platform community for their continued support and inspiration!

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