Dynamic CRM – User Profile Migration

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Check out the new XrmToolBox tool – User Profile Migration

Rahul Tiwary CRM Blogs

Recently, I have been working on a project which has lot of users belongs to different BU’s having different roles and they are part of multiple Teams. Now, once we are done with UAT it was time to go and configure PROD. The timeline to go live was very strict and we have more than 1000+ users which must be configured with their respective BU’s, roles and Teams as per UAT. Cloning was not an option for us. So, we decided to come up with a tool which will download all enabled Users with their Business Unit, Roles assigned to them and Teams they belong to in an xml format from UAT. And once all the deployment steps are completed, we just uploaded the downloaded xml with the tool that we built which will find the users in target system and assign security role and Teams as per the xml.

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