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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Import users via CSV o...
Microsoft Dynamics CRM (Archived)

Import users via CSV or XML?

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Posted on by dlots 50

I just joined our NOC, we create users all night long, every time modeling them after an existing user.  Is there way way to make a csv or xml file to just import a ton of them at the same time rather than monkey clicking for every user?

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  • dlots Profile Picture
    dlots 50 on at

    being able to export them would be nice to (it would make making profiles much easier)

  • Verified answer
    jlattimer Profile Picture
    jlattimer 24,562 on at

    Under Settings, check out Data Management. Under Templates for Data Import you can download a template you can edit in Excel and enter in details for multiple users to be created.  Once complete, in Data Management, go to Import and use the Import Data selection from the ribbon at the top of the page to browse to your file and start the import.

    You should be able to export user data from any of the views in the Users area or through an Advanced Find of Users. The Advanced Find will allow you to select which columns you want to view/export.

  • dlots Profile Picture
    dlots 50 on at

    Thanks!!

    If you import data this way can you rely on AD to auto fill out the extra feilds still? or does that have to be part of the import?

  • jlattimer Profile Picture
    jlattimer 24,562 on at

    You will have to make it part of the import it appears. I tried importing a user with just the username field populated and none of the information I had in Active Directory came through like the manual method.

  • dlots Profile Picture
    dlots 50 on at

    alrighty

    thanks again

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