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Customer experience | Sales, Customer Insights,...
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Bulk assign Security Roles to large user population

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I am familiar with XRM Toolbox and have used it for smaller scale bulk adds, but we have a situation where we need to add a newly created Security Role to 1000's of users.

Is there any way this can be done?  .csv imports or PowerShell?

Any help would be greatly appreciated 

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  • Suggested answer
    meelamri Profile Picture
    13,216 User Group Leader on at
    RE: Bulk assign Security Roles to large user population

    Hi, 

    You will be able to use a cloud flow of power automaton with an excel that contains your users and their associated roles.

    You will be able to be inspired by these tutorials:

    https://flowaltdelete.ca/2020/05/25/adding-security-roles-and-field-security-profiles-to-users-in-cds-using-power-automate/

    https://www.serverlessnotes.com/docs/automating-cds-role-assignments-using-power-automate

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