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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to bulk relate ent...
Microsoft Dynamics CRM (Archived)

How to bulk relate entities like web roles (portal) and connections to contacts

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Posted on by Elowy GrootCRM 54

After all our contacts have been imported to Dynamics CRM, I'd like to relate them to one or more portal web roles. And I also want to connect all the contacts to their own account with a proper role (through connections).

I tried doing this with a workflow (also tried several workflow utilities), but somewhere I'm missing the point. 

What is the best way to solve this problem? 

Thanks a lot!
Elowy.

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  • Suggested answer
    Nflannery Profile Picture
    Nflannery 360 on at

    You can use Kingswaysoft to do this and its free for one off use www.kingswaysoft.com/.../destination

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