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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Team Memberships in Da...
Customer experience | Sales, Customer Insights,...
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Team Memberships in Dataverse/CDS

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Posted on by Jerett Crumbley 188

Hello all,

My company has been undergoing a large digital transformation, like everyone else, and there has been a subject that I been trying to search for but I haven't seen any information about.

Its how CDS/Dataverse handles Team Memberships. We would like to set up some flows/ Dataflows to automate  team memberships on teams that we have set up in a fairly hierarchal fashion. In on prem environments Its set up as its own Sql Database table  as a many to many relationship to Teams and System Users.   

I'm hoping that something exist in CDS/Dataverse that we can use to trigger the flow and in turn update the team memberships. Does anyone know what I can use to do this or can help me understand how D365 online handles Team memberships if it is different as to how its handled in On Prem environments?

  • Jerett Crumbley Profile Picture
    Jerett Crumbley 188 on at
    RE: Team Memberships in Dataverse/CDS

    I would say that Power automate definitely teeters the line but at the end of the day we are reliant on what Microsoft has programmed on the back end to run their code. Its not ours and ultimately if there is a problem with how it executes aside from the basic logic configured that falls on Microsoft not on us.

    We are using Kingswaysoft for other integrations and I am familiar with it. The problem lies in the fact that it will never truly be a live integration.  

    We use AAD Security Teams for the base level user addition  which takes 30 minutes to sync as it is. Then the user has to log in for their System user to show in the Team. After that moment is when the integration should fire.   if its through Kingswaysoft it will have to wait till the next run period. Whereas either some form of plugin or PA flow can run immediately afterwards having the integration completed in just a couple seconds.   However, as I stated before the business wants to stay away from Plugins when possible and are even wanting to steer away from Kingswaysoft for our other integrations.  They are wanting to either use Azure data factory or Data Flow, That's neither here nor there.  

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Team Memberships in Dataverse/CDS

    docs.microsoft.com/.../microsoft.xrm.sdk.iorganizationservice.associate

    Again, the UI presents a manual method to invoke the api.  Nothing done in bulk can be executed without code or script.  Not knowing the details of your data store it's hard to layout specifics but, the associate & disassociate requests are the methods used to maintain N-to-N relationship tables.

    The KingswaySoft connector for SSIS implementation is very handy if you want to build and run SQL Server system jobs.  It connects SQL Server tables to CRM api.

    Of course, all this can be via Visual Studio as well.

    PS- how is a Flow NOT customized development?

  • Giorgio Zanoni Profile Picture
    Giorgio Zanoni 70 on at
    RE: Team Memberships in Dataverse/CDS

    Hi,

    you could manage this kind of activity using a console application, a custom action, a plugin or integration package with Kingsway soft connector.

    There are some many way to accomplish this activity but I should know you scenario better.

    However to answer your question teams membership are managed in the same way on premise and on line.

    Giorgio

  • Jerett Crumbley Profile Picture
    Jerett Crumbley 188 on at
    RE: Team Memberships in Dataverse/CDS

    No we arn't using the TeamMemberships table in our on prem environment directly  I just know how it works based on my research and experience.  

    Unfortunately in our online environment manually updating every time isn't going to be an option with the amount we are looking to scale.  I figured there was probably a way to do it using the API however, the business would like to steer away from  using Non OOB customizations when and where possible.    So I was hoping there was a way to set up a trigger  for a flow to handle it.    Is that Table just not available in CDS using the Dataverse connector?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Team Memberships in Dataverse/CDS

    It's generally a manual process to add someone to a Team.  However, the systemuser/team relationship is already N-to-N.  Why go to SQL Server?

    teammembership.PNG the request for the execute method in the API is "Associate"

    Ah!  Upon rereading I guess you haven't created a table but are accessing teammembership directly -- in violation of your licensing agreement.

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