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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How can I bulk update ...
Microsoft Dynamics CRM (Archived)

How can I bulk update a group of users to a Team?

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Posted on by Community Member

I need to assign a large group of users to a Team in CRM but everything I have tried fails. Bulk Edit does not work on multiple users, I tried creating a workflow but didn't work either.

I want to share a dashboard with a team of all users in a region and unlike Marketing Lists, I cannot use advanced find or assign multiple users to a team.

Any ideas?

CRM 2011 + RU14
On-Prem

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  • Suggested answer
    VMarques Profile Picture
    VMarques 200 on at
    RE: How can I bulk update a group of users to a Team?

    Hello Jenni,

    Go Settings>Administration>Teams. Make the Team first and then make sure that Team is selected. Use the "Add Members" on the ribbon (its in the Action area.)

    When the new window appears, select the lookup and you should be able to add multiple users at once.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: How can I bulk update a group of users to a Team?

    Thank you! I has hoping I could do it like in Marketing lists but this will work just fine.

    Thanks for your help!

  • Suggested answer
    Naseeb Profile Picture
    Naseeb 5 on at
    RE: How can I bulk update a group of users to a Team?

    How to Add Multiple Members In Microsoft Teams in One Go:

    https://youtu.be/9EVBc_J4yR8

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