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Customer experience | Sales, Customer Insights,...
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Bulk import associated record team members

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Posted on by 313

Hello and merry chritsmas,


I'm using team members funcionality in Dymamics CRM with contacts, to separate contacts access to users: one user access some contacts and another user access another different contacts, but I don't know how to use a bulk import to assign these permissions. If I try to import using an advanced query, it will try to create or update a new contact, but I don't want to create or update, I want to give permission to this user to this contact. Any idea how to do a bulk import and not give permission one by one?

Any way to bulk import using XrmToolBox?

Thanks

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at
    RE: Bulk import associated record team members

    Hello,

    Did you check N-N import plugin?

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