Description
XrmToolBox plugin to analyze Users and Owner Teams Security Roles (direct + via teams), with filters, duplicates, add/remove role assignments, export.
Latest version release notes
5.0.1.0
- Compatibility issue fixed.
5.0.0.3 - Enhancement - San-86-UserView-Enhancement #2
- View-based filtering: load only records matching the selected Dataverse view (FetchXml).
5.0.0.2 - Bug fix.
- Fixed: Add User Role failed for users outside the root Business Unit when Modern Business Unit (EnableOwnershipAcrossBusinessUnits) was disabled. The role is now assigned using the user's own Business Unit instead of the root BU.
5.0.0.1 - Initial release.
- Load Users & Roles (Direct + via Owner Teams)
- Load Owner Teams Roles
- Modernized BU setting status (RecomputeOwnershipAcrossBusinessUnits)
- Add User Role / Delete (associate/disassociate)
- Filters + Export CSV/Excel + Duplicates
Versions
| Version |
Release date |
Number of downloads |
Rating |
| 5.0.1 |
3/12/2026 5:54:20 PM |
0 |
0 |
| 5.0.0.3 |
3/6/2026 8:38:45 PM |
130 |
0 |
| 5.0.0.2 |
2/20/2026 9:54:17 PM |
317 |
0 |
| 5.0.0.1 |
2/2/2026 10:33:14 PM |
220 |
0 |
| 5.0.0 |
2/2/2026 10:31:23 PM |
230 |
0 |
| 4.0.0 |
1/28/2026 9:12:20 AM |
101 |
0 |
| 3.0.0 |
1/25/2026 4:39:35 PM |
116 |
0 |
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