Skip to main content
Dynamics 365 general forum
Suggested answer

Add a user in hundreds of account access teams in a massive way

editSubscribe (0) ShareShare
ReportReport
Posted on by 5

Hello,

We need to add users to the access team of hundreds of accounts.
We can't find a way to do it in a massive way.
We can not do importing from excel, inserting into the teammembership table.

Could you please help us identify the way to do it?

Thank you for your help.

  • Suggested answer
    Torrado Profile Picture
    Torrado 1,270 on at
    RE: Add a user in hundreds of account access teams in a massive way

    Hello,

    Unfortunately, I'm not remembering any XRMToolbox plug-in that would help in that case.

    Why not trying to perform that operation via Power Automate? e.g. reading from Excel and assigning the user to the Teams?

    Hope this helps you.

    Please mark the answer as verified if helpful. That will help others in future.

  • Lbb Profile Picture
    Lbb 5 on at
    RE: Add a user in hundreds of account access teams in a massive way

    Thank you Torrado for your help, but what we want to do is the other way around.

    Instead of Add hundred users in a access team, to add a user in hundred access teams.

    Regards,

  • Suggested answer
    Torrado Profile Picture
    Torrado 1,270 on at
    RE: Add a user in hundreds of account access teams in a massive way

    Hello,

    Go to Settings>Administration>Teams. Select the Team and use the "Add Members" on the ribbon (its in the Action area.)

    When the new window appears, select the lookup and you should be able to add multiple users at once.

    Hope this helps you.

    Please mark the answer as verified if helpful. That will help others in future.

  • RE: Add a user in hundreds of account access teams in a massive way

    Hello,

    If you are able to import the users into Azure, you could use a AAD Security Group Team to assign users to the Team.

    Please review the documentation below:

    docs.microsoft.com/.../manage-group-teams

    Thanks,

Helpful resources

Quick Links

What Motivates a Super User?

We know many of you visit the Dynamics 365 Community and Power Platform…

Demystifying Copilot with Sundar…

Industry experts answer burning questions directly from our amazing Community…

Enabling Copilot Case and Conversation…

Agents can easily recap an ongoing chat, transcribe a voice conversation…

Leaderboard

#1
Andre Arnaud de Calavon Profile Picture

Andre Arnaud de Cal... 282,978 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 222,562 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,138

Product updates

Dynamics 365 release plans