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Answered

Bulk Business unit update under system user entity

Posted on by 75

Hi,

Is there a way to do bulk update of business unit lookup value under system user entity? I need to update new BU value to all the active users. 

  • meelamri Profile Picture
    meelamri 13,198 User Group Leader on at
    RE: Bulk Business unit update under system user entity

    I don't know if there is a way to keep the same roles when changing a BU. Maybe someone else can give an answer to this question.

  • Jayaa E Profile Picture
    Jayaa E 75 on at
    RE: Bulk Business unit update under system user entity

    I have just tried this. Security roles got vanished. Is there a way to retain the same security roles for the users after changing BU?

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,198 User Group Leader on at
    RE: Bulk Business unit update under system user entity

    Yes, you need to assign the roles again.

    Please don't forget to verify my answers by clicking YES above. It will close this thread and help others find the answer, thank you!

  • Jayaa E Profile Picture
    Jayaa E 75 on at
    RE: Bulk Business unit update under system user entity

    Thank you Mehdi. This is really helpful. Just one more question, after editing the BU, will the existing security roles get vanish? Do I need to assign the roles again to the users?

  • Verified answer
    meelamri Profile Picture
    meelamri 13,198 User Group Leader on at
    RE: Bulk Business unit update under system user entity

    Hi Jayaa, 

    You can use Bulk Security Patcher tool availble on XrmToolBox to assign users to a Business Unit in Bulk. Please refer to this blog: https://dynamicmano.com/2019/07/27/xrmtoolbox-bulk-security-patcher-to-assign-users-to-teams-or-business-units-in-bulk/

  • Suggested answer
    Charan Raju C R Profile Picture
    Charan Raju C R 3,155 Super User on at
    RE: Bulk Business unit update under system user entity

    Hi Jayaa,

    While editing Business Unit for the users in exported excel sheet, try setting Business Unit Id instead of Business Unit Name.

  • Jayaa E Profile Picture
    Jayaa E 75 on at
    RE: Bulk Business unit update under system user entity

    Hi Charan,

    Yes, I did. But I am getting error "duplicate lookup reference was found", even though there is no identical values.

  • Suggested answer
    Charan Raju C R Profile Picture
    Charan Raju C R 3,155 Super User on at
    RE: Bulk Business unit update under system user entity

    Hi Jayaa,

    Have you tried exporting the user records to excel and import back after changing the Business Unit column?

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