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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Active Directory User ...
Microsoft Dynamics CRM (Archived)

Active Directory User Details Synchronization

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Posted on by Community Member

Anyone out there who can recommend a third party app, codeplex project, or sample code that would allow our CRM  System to synchronize Active Directory information with our existing CRM users. New users aren't as big of a concern, but it would be great if updates made through FIM and SharePoint profile pictures would automatically be reflected in CRM.  This  seems easy enough with the web services, but I would hate to reinvent the wheel (unless it was cheaper).

Thanks,

Bill

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    Community Member Profile Picture
    Community Member on at

    You could start by looking at:

    updatecrm2011fromad.codeplex.com

    This will update the fields that are normally copied to the user record when a user is first added to CRM. Obviously designed for 2011 but may work on 2013 too.

    User profile images? No.

    Don't update user records more often than you need to - every time you update a user in CRM it invalidates the cache on the webserver that holds the user information including Team memberships, and assigned Security Roles. If you have a very complex security model ( eg users are members of many teams and/or have many security roles) then you want to avoid this happening too often and forcing the cache to be rebuilt by querying the SQL server. This can really impact the user experience at first logon in the morning if you have lots of users and update them all every night.

  • Community Member Profile Picture
    Community Member on at

    This is a great starting point and thanks for the heads up about the user cache. I never tend to run processes blindly, and can set up a polling mechanism that will only update users as they are changed. I am assuming, however, I would be able to initiate a log in with the app setup account and that would trigger the cache rebuild. Doing this would allow the cache to be refreshed as soon as the updates are complete and not impact my users at all.

    For the picture sync, I found this: community.dynamics.com/.../now-store-images-in-crm-2013.aspx Looks like it should do the trick.

    So this means something to the effect of:

    Poll AD for changes
    For Each Change

    • Update User Account(s)
    • Update Picture
    Automated log on to CRM to refresh cache...

    Still getting my feet wet in the CRM ecosystem, anything else I should be thinking about?
  • Community Member Profile Picture
    Community Member on at

    The cache is per user, per front-end web server, so if you are trying to refresh that cache you would have to impersonate the user somehow, probably using their credentials, against every front-end server. Certainly non-trivial.

    Updating only the users that have changed would be a good start, and only do this as often as is realistically strictly necessary.

  • Community Member Profile Picture
    Community Member on at

    If the cache is on a per user basis, then it won't be necessary to worry about warming the cache back up...  If the user decides to change his profile picture everyday that is on them, but their primary account information changes relatively infrequently. So this makes it even easier.

    Thanks again,

    Bill

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