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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to migrate User...
Microsoft Dynamics CRM (Archived)

How to migrate User's Security Role, User's Business Unit, User's Team (Team Membership)?

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Posted on by JZot 193

Hi guys,

We need to sync the following User details to the lower environments.

-User's Security Role

-User's Business Unit - can be simply achieved using SDK migration tool?

-User's Team (Team Membership)

Note that 'Teams' have different ID's in the environments. 

Can you please let me know what is the best way to do this? Thanks!

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I have the same question (0)
  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,032 Moderator on at

    Hi JZ,

    You can migrate this data with the Configuration Migration Tool found in the SDK. Read this article for more information on this.

  • JZot Profile Picture
    JZot 193 on at

    Hi Adrian,

    Thanks for the reply!

    I tried to user SDK migration tool but unfortunately didn't work for me.

    Please see steps that I took:

    1. I tried exporting the below schema.

    1157.result.png

    2. Import it in the target environment - The import was successful but didn't change the User's Team, Business Unit and Security Roles.

    1157.result.png

    Can you please provide your feedback? Thanks!

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,032 Moderator on at

    Hi JZ,

    Since you are importing the user information of the source system, you will need to enter mapping user information on the target system. You can either map all of them to the user who is running the import process or map to individual users by using a user map file (.xml). If you choose the second approach then you will need to specify an existing user map file or generate one with the tool. If you generate a new file, fill in the mapping user name in the new parameter for every user on the source server. Select the user map file in the tool when you are done, and click OK.

    config_2D00_migration_2D00_import_2D00_data_2D00_1.png

  • JZot Profile Picture
    JZot 193 on at

    Hi Adrian,

    Thanks for the reply!

    What do you mean "fill in the mapping user name in the new parameter for every user on the source server"? For some reason I notice my SystemUserIDs are different from source and target environment.

    Do you know how did that happen? I was under the assumption that userid should be the same throughout ALL the instances .

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi JZ,

    I checked mine and the system user id is different between instances. I think it is expected to have different Guid's however the username will be/ should be same. Regarding your main questions, don't you already have all the users in your target? if you assign CRM licence then the user will appear in the CRM instances.

    You need to use the Config tool to bring the BU & Teams in the system. Also, I don't think you can copy/change the users BU by this tool or any other tool. You can use other tools to update the User's BU manually i.e. selecting users and then assigning the BU.

    Try this tool from XRM toolbox: nishantrana.me/.../user-security-manager-my-first-xrmtoolbox-plugin

    Hope this helps.

  • JZot Profile Picture
    JZot 193 on at

    Hi Ravi,

    Thanks for the feedback :)

    Yes all of the users are already in the target instance. I just need to update it's details (Business Unit, Security Role Assignment, and Team Membership).

    Also, BU and Teams are already in the target instance so no need to migrate it. I just need its relationship from Users.

    Okay thanks! I just thought there's an easy way to do this as manually updating the BU of users will be a massive work since we have 3000+ users.

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    If these are 3000+ user then yes it will be a massive work. I will see if I can find anything to update copy the bu from one instance to another.

  • JZot Profile Picture
    JZot 193 on at

    Thanks Ravi!

    Appreciate it!

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    It looks like the only option is through code or manual :( - mileyja.blogspot.com/.../change-business-unit-for-system-user-in.html

    Is this target instance a new instance? If yes, try copy instance .

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