The views and opinions expressed in this blog are those solely of the author(s) and do not necessarily reflect Microsoft’s current policy, position, or branding. For official announcements and guidance on Dynamics 365 apps and services, please visit the Microsoft Dynamics 365 Blog.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2019 release wave 2 Discover the latest updates and new features to Dynamics 365 planned through March 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 Timeline
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
Late last year I created a console application for moving access team templates between Dynamics CRM organizations, and I described it in this blog post. Following up on that, I've created an XrmToolBox plugin to make it even easier to move access team templates (with GUIDs) between CRM organizations. I've also added functionality to automatically enable access teams on the relevant entities in the target organization if desired.
Let's take a look at the tool in action.
Here are the access team templates in the source organization.
Here are the access team templates in the target organization before we run the tool.
Note the "Dog" entity does not have access teams enabled.
Running the tool
First open XrmToolBox. Look at that handsome dog!
Next select the Access Team Template Mover plugin and connect to an organization. That organization is set as the source, but you can change it.
Click the select target button to select the target organization.
Once both source and target are set, the copy templates button will turn green and become enabled.
You can also uncheck the option to automatically enable access teams for target organization entities. If you do, you will receive a confirmation prompt.
Executing the copy with the enable access teams for target organization entities option checked copies three records in this scenario. It updates the access team template that already existed in the target and creates two new ones.
Because the enable access teams for target organization entities option was selected, the "Dog" entity in the target now has access teams enabled.
Finally here is the updated list of access team templates in the target organization.
Getting the plugin
The source code for the plugin is available in my GitHub repository here.
The compiled plugin can be downloaded here.
Business Applications communities