Bulk Business unit update under system user entity

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Posted on by Jayaa E

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.

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meelamri 13,216 User Group Leader on at

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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 75 on at

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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?
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meelamri 13,216 User Group Leader on at

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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 75 on at

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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?
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meelamri 13,216 User Group Leader on at

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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/
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Charan Raju C R 7 Moderator on at

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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 75 on at

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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.
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Charan Raju C R 7 Moderator on at

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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?