Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Adding Multiple Users into a Team RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hello,

    We are on CRM 2013 on-premise. We created a new Team and want to add multiple existing users into this team.

    Is there a way to achieve this instead of adding the user one-by-one?

    Thanks much,

    -tri

    Tuesday, October 6, 2015 1:34 PM

Answers

  • Question
    Sign in to vote
    1
    Sign in to vote

    Yes I think you can do this. Navigate to the team record (make sure you use the Team form rather than the Information form).

    On that form, you should have a grid of team members.

    • Click the + and then the lookup icon at the end of the line.
    • In the list of users, scroll to the end
    • Click Look Up More Records
    • In the Look Up Records wndow, double-click a record to add it to selected records (don't click on the name though otherwise you'll end up opening the user record instead), repeat for the relevant users
    • Click Add

    And you are done.

    • Marked as answer by triangular Thursday, October 8, 2015 9:12 PM
    Wednesday, October 7, 2015 5:14 PM
    Moderator

All replies

  • Question
    Sign in to vote
    1
    Sign in to vote

    Yes I think you can do this. Navigate to the team record (make sure you use the Team form rather than the Information form).

    On that form, you should have a grid of team members.

    • Click the + and then the lookup icon at the end of the line.
    • In the list of users, scroll to the end
    • Click Look Up More Records
    • In the Look Up Records wndow, double-click a record to add it to selected records (don't click on the name though otherwise you'll end up opening the user record instead), repeat for the relevant users
    • Click Add

    And you are done.

    • Marked as answer by triangular Thursday, October 8, 2015 9:12 PM
    Wednesday, October 7, 2015 5:14 PM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote

    Thanks Feridun, this is what I need!

    We are adding a large number of users into a new team, so I created an Advanced Find View and then use that view to mark all users into this team.

    However I don't know if there's a way to filter 'Disabled User' from the View. If a Disabled User is picked then it will throw an error 'The user ID associated with the current record is not valid'... so I have to do a SQL query separately to show which user is disabled and then try carefully to pick them one by one (it's quite pesky when adding hundreds of users). Just ranting...

    Thanks much again!

    -tri

    Thursday, October 8, 2015 9:16 PM