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Microsoft Dynamics CRM (Archived)

Exporting Users using Configuration Migration Utility

Posted on by Microsoft Employee

Hello,

We are in the stage of packaging our customizations in Dynamics CRM Online 2016 & importing the package to a Sandbox environment for testing. Currently we dont have any User's in the target instance.

We are planning to export the Users from the source instance using Configuration Migration Utility which is part of SDK. Is this a good practice or is there a better way to do this? Or should we just create new Users in the target instance?

Thanks,

Pradeep

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Exporting Users using Configuration Migration Utility

    Hi Nadeeja, Thanks once again for your help . I will go through the links and follow the instructions as suggested.

    Regards,

    Pradeep

  • Verified answer
    Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: Exporting Users using Configuration Migration Utility

    Hi Pradeep,

    This answer explains how to perform my previous answer's strategy in bulk.

    If you want to bulk add users to Office 365 and then add existing users to existing Security Groups in bulk, it is also possible.

    Check out this article and video which explains how to import users to Office 365 using a CSV file.

    www.kalmstrom.com/.../Import-Users-CSV.htm

    This article explains, how to use PowerShell scripts to add existing users to an existing security group.

    docs.microsoft.com/.../add-msolgroupmember

    This should answer your complete question :).

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Exporting Users using Configuration Migration Utility

    Hello Nadeeja, Thanks for your suggestion, but am not sure if it addresses my requirement. I appreciate your time.

    Pradeep

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Exporting Users using Configuration Migration Utility

    Thanks for your answer Martijn.

  • Suggested answer
    Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: Exporting Users using Configuration Migration Utility

    Hi Pradeep,

    You can't add User to directly to Dynamics CRM Online.  All users are managed via Office 365 Admin Portal.

    The best way to manage and add the users is;

    • Create Office 365 Security Groups for each instance
    • Add relevant user to the Security Group
    • Associate the Security Group with the CRM Instance

    Below article explains the steps in detail.

    www.powerobjects.com/.../using-office-365-security-groups-to-control-microsoft-dynamics-crm-online-access

  • Verified answer
    M.T. Eikelenboom Profile Picture
    M.T. Eikelenboom 5,241 on at
    RE: Exporting Users using Configuration Migration Utility

    In CRM online users are created through the Office365 admin center. As far as I know, you cannot add users directly in CRM online.

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