Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Bulk import of delegations? Is it possible?

Posted on by

Hi there,

we have recently implemented Dynamics CRM & PSA online.  We would like to allow our finance staff to enter expenses on behalf of other staff.  Delegations will allow us to do this, but at the moment, it's requiring each user to create 3 or more delegations (i.e. one for each finance user)

It's not a big deal - but I was wondering if there was a way that I could import these to make sure they are all setup at once?  Every time I attempt to do this, it just sets the resource as myself - so I'm assuming that there is some restrictions on the permissions. i.e. I can only set a delegation up for myself.

*This post is locked for comments

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans