Role Documenter - XrmToolBox Tool
The Role Documenter is a tool in XrmToolBox that allows you to easily document the security roles in your Dataverse projects. It was originally created by Santosh Bhagat in 2018 but was not kept up to date. The author of the article reached out to Santosh and obtained permission to continue with the tool and expand its capabilities. With the Role Documenter, you can export security roles to an Excel spreadsheet, eliminating the need for manual documentation. The tool also provides options to toggle between display names and logical names. Overall, the Role Documenter is a helpful tool for those who struggle with documenting security roles in their projects.
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