Migrate direct access data from Principle Object Access table to use it with Access Teams

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Posted on by Inkey Solutions

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Hello everyone,

I have a requirement to migrate all the Principle Object Access (POA) table direct access data to the Access Teams of CRM. If I setup the access teams, then the sharing of those new data will be added to the POA table automatically.

However, I want to migrate existing Principle Object Access table direct access data in a way that it can be managed via Access Teams. I have investigated further but nothing found. Anyone have any suggestion on how to achieve the same i.e. via C#, Power Automate, etc.

Any help would be appreciated.

Thank you!!

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Nya 29,060 on at

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RE: Migrate direct access data from Principle Object Access table to use it with Access Teams

Hi,

Here is an article about the relationship between access team and POA:

CRM 2015 – The benefits of Access Teams – Hosk's Dynamic Blog (wordpress.com)

Here is an article about moving access team templates with XrmToolBox.

XrmToolBox plugin for moving access team templates (alexanderdevelopment.net)

Best Regards,

Nya

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