Dynamics 365 CRM - Dataverse User Roles and Permissions/Privileges Report Power Automate Solution

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  • Опубліковано 5 жов 2024
  • When running the Dynamics 365 CRM system we need to audit and report from time to time user roles and their permissions or privileges to make decisions on the current security setup.
    This video shows how to create a flow with Power Automate that will allow production of the report.
    1. Register an app in Azure Active Directory (Azure AD) with permission to impersonate as Dynamics 365 user. Remember the details of the app registration - Tenant Id, Client Id and Secret. This info will be required to then call Dynamics 365 Web API.
    2. Create a flow in Power Automate that will be called regularly or on-demand.
    3. In the flow, get the list of users from Dataverse environment and call Dynamics 365 Web API functions to get user roles that are assigned directly or via teams membership.
    4. For every role returned call another Web API function to get role privileges/permissions.
    5. Save all the results as JSON files and then import that data into Excel for further analysis and reporting.
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