将Dynamics 365中的用户及其角色、角色导出到Excel中

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为了便利于用户及用户权限审计，须要将系统的用户及其角色、角色、角色权限等导出到Excel方便查看。我这里就以这样一个需求为例来作一个简单的控制台应用程序来导出这些信息到Excel中。为了方便查看结果，我这里除了系统管理员，还创建几个用户，团队来展现效果。

这里说一下如何为Dynamics 365创建CRM用户。咱们On-Premise的Dynamics CRM通常(注意是通常，由于你若是了SSO的话，用户信息也能够不存储在CRM服务器所在AD中)须要先在CRM服务器所在的AD中增长用户。而Dynamics 365则是须要先在  Office 365 门户的用户管理部分 增长用户。打开的界面以下，点击 管理员 这个磁贴。

 

点击 添加用户 连接添加一个用户，我这里本身建立密码，不使用生成的随机密码。注意产品许可证要包括Dynamics 365的许可证，我这里是 Dynamics 365 Plan 1 Enterprise Edition。

 

而后咱们就能够去Dynamics 365中的 设置 > 安全性 >用户就能够看到这个新建的用户了。

而后就是设置业务部门，安全角色等，这里和On-Premise版本的Dynamics CRM同样，就不赘述了。

下面就是咱们的程序了，我建立一个控制台应用程序，除了要添加对Dynamics 365相关DLL的引用外，还须要添加对Microsoft.Office.Interop.Excel的引用，添加引用的时候选择 COM， 而后搜索excel就能够找到。运行后面的程序还须要本机安装了Excel。

 

Dynamics 365中的 安全角色 没有导出功能，包括使用高级查找也是如此，因此咱们只有写程序导出了。

 

全部使用的程序代码以下：

using Microsoft.Office.Interop.Excel; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Client; using Microsoft.Xrm.Sdk.Messages; using Microsoft.Xrm.Sdk.Metadata; using Microsoft.Xrm.Sdk.Query; using Microsoft.Xrm.Tooling.Connector; using System; using System.Collections.Generic; using System.Configuration; using System.Drawing; using System.IO; using System.Linq; using System.ServiceModel; using System.ServiceModel.Description; using System.Text; using System.Xml; namespace LuoYongLab { class Program { static void Main(string[] args) { try { var crmSvc = new CrmServiceClient(ConfigurationManager.ConnectionStrings["CRM365"].ConnectionString); if (crmSvc.IsReady) { Console.WriteLine("导出安全角色开始"); var fetchXml = string.Format(@"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'> <entity name='role'> <attribute name='name' /> <attribute name='businessunitid' /> <attribute name='roleid' /> <order attribute='name' descending='false' /> <filter type='and'> <condition attribute='parentroleid' operator='null' /> </filter> </entity> </fetch>"); EntityCollection ecRoles = crmSvc.RetrieveMultiple(new FetchExpression(fetchXml)); var excelApp = new Application(); excelApp.Visible = false; Workbook securityWorkbook = excelApp.Workbooks.Add(); Worksheet rolesWorksheet = (Worksheet)excelApp.ActiveSheet; rolesWorksheet.Name = "安全角色"; int row = 1; rolesWorksheet.Cells[1, 1] = "角色名称"; rolesWorksheet.Cells[1, 2] = "业务部门"; rolesWorksheet.Cells[1, 3] = "角色ID"; //rolesWorksheet.Rows[1].Font.Bold = true;//字体加粗
                    row++; foreach (var roleEntity in ecRoles.Entities) { rolesWorksheet.Cells[row, 1] = roleEntity.GetAttributeValue<string>("name"); rolesWorksheet.Cells[row, 2] = roleEntity.GetAttributeValue<EntityReference>("businessunitid").Name; rolesWorksheet.Cells[row, 3] = roleEntity.GetAttributeValue<Guid>("roleid").ToString(); row++; } //rolesWorksheet.Columns[1].AutoFit();//自动列宽
                    rolesWorksheet.Range["A1", "C" + (row - 1)].AutoFormat(XlRangeAutoFormat.xlRangeAutoFormatColor1); Console.WriteLine("导出用户及其安全角色开始"); fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'> <entity name='systemuser'> <attribute name='fullname' /> <attribute name='businessunitid' /> <attribute name='systemuserid' /> <attribute name='domainname' /> <order attribute='fullname' descending='false' /> <filter type='and'> <condition attribute='isdisabled' operator='eq' value='0' /> <condition attribute='accessmode' operator='ne' value='3' /> </filter> </entity> </fetch>"; EntityCollection ecUsers = crmSvc.RetrieveMultiple(new FetchExpression(fetchXml)); Worksheet usersWorksheet = securityWorkbook.Worksheets.Add(); usersWorksheet.Name = "用户"; row = 1; usersWorksheet.Cells[1, 1] = "用户姓名"; usersWorksheet.Cells[1, 2] = "业务部门"; usersWorksheet.Cells[1, 3] = "用户帐户"; usersWorksheet.Cells[1, 4] = "用户角色"; usersWorksheet.Cells[1, 5] = "用户ID"; row++; foreach (var userEntity in ecUsers.Entities) { usersWorksheet.Cells[row, 1] = userEntity.GetAttributeValue<string>("fullname"); usersWorksheet.Cells[row, 2] = userEntity.GetAttributeValue<EntityReference>("businessunitid").Name; usersWorksheet.Cells[row, 3] = userEntity.GetAttributeValue<string>("domainname"); usersWorksheet.Cells[row, 4] = string.Join(",", GetUserRoles(crmSvc.OrganizationServiceProxy, userEntity.GetAttributeValue<Guid>("systemuserid")).Distinct()); usersWorksheet.Cells[row, 5] = userEntity.GetAttributeValue<Guid>("systemuserid").ToString(); row++; } usersWorksheet.Range["A1", "E" + (row - 1)].AutoFormat(XlRangeAutoFormat.xlRangeAutoFormatColor1); securityWorkbook.SaveAs(Filename: "CRMSecurities.xlsx", FileFormat: XlFileFormat.xlWorkbookDefault); securityWorkbook.Close(); excelApp.Quit(); } else { Console.WriteLine("链接CRM出错：" + crmSvc.LastCrmError); } Console.WriteLine("程序运行完成！"); Console.ReadKey(); } catch (FaultException ex) { Console.WriteLine("程序出现异常:ex.Message=" + ex.Message); Console.ReadKey(); } } static IEnumerable<string> GetUserRoles(IOrganizationService service, Guid userId) { //首先获取用户直接授予的角色
            string fetchXml = string.Format(@"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true' no-lock='true'> <entity name='role'> <attribute name='name' /> <link-entity name='systemuserroles' from='roleid' to='roleid' visible='false' intersect='true'> <link-entity name='systemuser' from='systemuserid' to='systemuserid' alias='ad'> <filter type='and'> <condition attribute='systemuserid' operator='eq' value='{0}' /> </filter> </link-entity> </link-entity> </entity> </fetch>", userId); var userRolesDirect = service.RetrieveMultiple(new FetchExpression(fetchXml)).Entities.Select(x => x.GetAttributeValue<string>("name")); //找出用户加入的全部负责人团队
            fetchXml = string.Format(@"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true'> <entity name='team'> <attribute name='teamid' /> <filter type='and'> <condition attribute='teamtype' operator='eq' value='0' /> </filter> <link-entity name='teammembership' from='teamid' to='teamid' visible='false' intersect='true'> <link-entity name='systemuser' from='systemuserid' to='systemuserid' alias='ah'> <filter type='and'> <condition attribute='systemuserid' operator='eq' value='{0}' /> </filter> </link-entity> </link-entity> </entity> </fetch>", userId); var userTeams = service.RetrieveMultiple(new FetchExpression(fetchXml)).Entities.Select(x => x.GetAttributeValue<Guid>("teamid")); //团队拥有的角色也是这个团队全部用户拥有的角色，因此还要加上这部分角色
            var fetchXmlSb = new StringBuilder("<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true'>"); fetchXmlSb.Append("<entity name='role'>"); fetchXmlSb.Append("<attribute name='name' />"); fetchXmlSb.Append("<order attribute='name' descending='false' />"); fetchXmlSb.Append("<link-entity name='teamroles' from='roleid' to='roleid' visible='false' intersect='true'>"); fetchXmlSb.Append("<link-entity name='team' from='teamid' to='teamid' alias='ak'>"); fetchXmlSb.Append("<filter type='or'>"); foreach (var team in userTeams) { fetchXmlSb.Append(string.Format("<condition attribute='teamid' operator='eq' value='{0}' />", team)); } fetchXmlSb.Append("</filter>"); fetchXmlSb.Append("</link-entity>"); fetchXmlSb.Append("</link-entity>"); fetchXmlSb.Append("</entity>"); fetchXmlSb.Append("</fetch>"); var userRolesInTeam = service.RetrieveMultiple(new FetchExpression(fetchXmlSb.ToString())).Entities.Select(x => x.GetAttributeValue<string>("name")); return userRolesDirect.Concat(userRolesInTeam); } } }

 

获得的结果以下，这个Excel有两个Sheet，我分别截图，个人测试结果是把用户直接授予的角色和用户加入团队获取的角色都拿到了。