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Adding Multiple Users in Multiple CRM Enviorments

  • 1.  Adding Multiple Users in Multiple CRM Enviorments

    Posted 5 days ago
    ​Hello- I enjoy ready all of your posts and find them so very helpful.
    I am hoping that you will be able to have a wonderful solution for my question.

    Currently we enter the hierarchy/users/teams/business units, etc.  in three environments.  First we put in our Dev Environment.  Then into Train and finally into our Production Environment.  This means I set up everything 3 times...

    Is there a tool that anyone is aware of that would allow me to enter all of this (user security roles included) in Dev then perhaps export/import to our Train Environment?

    Anything you can think of is greatly appreciated.


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    Suzy Lewis
    Eagan MN
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    CRMUG Summit - Post


  • 2.  RE: Adding Multiple Users in Multiple CRM Enviorments

    TOP CONTRIBUTOR
    Posted 5 days ago
    Hi @Suzy Lewis, yes, it is possible to move most components through environments and is always preferable so that the underlying GUID (Global Unique Identifier) persists in each environment.  This is especially important if a team or queue is part of a processe (e.g. business rule or workflow) because the process relies on the GUID despite the process name being the same in each environment.

    • Teams - these are classed as static data and can be exported from the source environment and imported into the target environment (using the buttons in my screenshot below).  Would need to be imported as .csv.  Here are some instructions.  On step 8 all the fields should map automatically, the only one you need to manually amend is (Do Not Modify) Entity Name and make sure it is Entity Name (Primary Key).  Queues are also classed as static data and the above process can be followed.

    • Security Roles - these can be included in a solution layer and moved into the target environment
    • Users - you shouldn't be creating these in each environment.  We manage our users in Azure Active Directory and assign them to a security group (each group is linked to a specific licence, e.g. Sales, Customer Service, Team Members, Customer Engagement Plan) so they appear in the environment.  Do you know if your Dev, Train and Prod environments sit in the same tenancy?  I would assume Dev and Train do and then Prod is in a different tenancy.
    • Business Units - can't be exported but this forum post suggests using the Configuration Migration Tool in the Dynamics SDK to do this.  We've created the business units in each environment and hasn't caused us any major issues.
    • Hierarchy - It appears like you have to set this up in each environment but as we don't use Hierarchy Security I can't be 100% sure.
    Let me know if this helps.

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    Mark Aston
    Data Analyst
    Ordnance Survey
    Southampton, UK
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    CRMUG Summit - Post


  • 3.  RE: Adding Multiple Users in Multiple CRM Enviorments

    Posted 5 days ago

    Thank you so much for the guidance.

     

    SUZY Lewis

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  • 4.  RE: Adding Multiple Users in Multiple CRM Enviorments

    SILVER CONTRIBUTOR
    Posted 3 days ago
    Hey @Suzy Lewis!

    Are you online or on premise? Not sure if it makes a difference for what you are trying to accomplish but we on premise right ​now so we are connecting to a local AD and not Azure. We have had good success using the Configuration Migration Tool in the Dynamics SDK to move Users, Teams and Security Roles between our dev, test, and prod organizations.

    We create the security roles in dev move to prod via solutions updates and only create new users/teams in production. Then we use the tool to create a zip file with all the user/team/security role data and keep the relationships between them. The tool allows us to then import this data into dev and test with the same GUIDS and relationships (users have the proper roles and team assignment). The only pain point when doing this is that the user mapping is a not automatic and we have to manually modify the xml user map file to make sure everything matches up properly.

    This is one option, but if there is a better way I am all ears!

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    Russ Morris
    Application Support Analyst
    Avitus Group
    Billings MT
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    CRMUG Summit - Post


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