MSCRM 2011 - Exporting Security Roles (PDF,EXCEL, Word, XML, JPG)

If you want to write some documents about Security Roles this post is right for you :-)!!!


I've developed a Reporting Services Report to export Costum Security Roles. Below you can see the export file, output by report.

Here you can find the report.


Note: This report need Administrator CRM DB Role.




Best Regards, 

Nicola

CRM 2011 - Report Parameter (Pre-Fitler Configuration )

1 Step:

Create new Parameter, like this:

Set default values :

Default values

select response0.*

from Filtered<Entityname> as response0

where (response0.statecode=0)

Now open the Report code and add or modify the following property (CustomProperty):

CODE: 

Default values

<CustomProperty>

      <Name>Custom</Name>

      <Value>

&lt;MSCRM xmlns="mscrm"&gt;&amp;lt;ReportFilter&amp;gt;&amp;lt;ReportEntity paramname="CRM_Filtered<EntityName>"&amp;gt;&amp;lt;fetch version="1.0" 

output-format=" xml-platform" mapping="logical" distinct="false"

&amp;gt;&amp;lt;entity name="<EntityName"&amp; gt;&amp; lt;all-attributes /&amp;gt;&amp;lt;filter type="and"&amp;gt;&amp;lt; condition attribute= "statecode" operator="eq" value="0" /&amp;gt;&amp;lt;/filter&amp;gt;&amp;lt;/entity&amp;gt;&amp;lt;/fetch&amp;gt;&amp;lt; /ReportEntity&amp;gt;&amp;lt;/ReportFilter&amp;gt;&lt;/MSCRM&gt;

    </Value>

</CustomProperty>

Replace all <entityname> with your logical entity name.

Nicola Grillo