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CRM Online System users bulk add RRS feed

  • Question

  • Greetings,

    I was hoping someone could answer a question for me regarding MSCRM Online.

    The thing is we need to add all of our company staff as system users (this is so they can be selected for various lookups) but without them having a license (i.e. just add them as inactive system users into the system since not all of them need to use the CRM system.)

    Is there any supported way of doing this fast and easy or do we need to add each and everyone and give them a license and then take it off them again?

    br
    Halldór 


    Halldór Jóhannsson

    Thursday, August 18, 2016 10:02 AM

All replies

  • Hi,
     
    To bulk add users To DYnamics CRM Go to Office 365 –> Admin –> Users
     

    Click on More option and then click on Import multiple users.

    This will lead you to Import multiple users screen where you can download csv format file and then fill it with your users information and then upload the csv file again.

    After uploading csv file you also get option to assign product licence

    Similarly you can remove product licence of multiple users from office 365 admin section.
     
    Hope this helps.
     
    Thanks!
     
    Sam


    Inogic | Blog | news@inogic.com

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    Friday, August 19, 2016 10:46 AM
  • Greetings Sam and thank you for the reply,

    We are using the directory sync application to synchronize our AD with the Azure AD, the problem is not getting users into Azure AD, it is about getting all the users into the CRM system (since the users does not exist in the CRM system until having been assigned a CRM license atleast once), we are looking into creating a script that goes through our users in the Azure AD and gives them a CRM license and then removes it again, however I was hoping there was a easier out of the box way of doing this. Something that adds the user to the CRM system as inactive without the need to give said user a license and taking it back off, this is something that would be hard to maintain.

    Best regards
    Halldor


    Halldór Jóhannsson

    Friday, August 19, 2016 11:11 AM
  • If you want users for look-up purpose you can create them as contacts in CRM with a seprate field to specify they are staff(Two options isstaff). I am not sure about the adding users to CRM and make them inactive.

    Ramanathan Rajendran MCTS - Dynamics CRM

    Sunday, August 21, 2016 8:53 AM
  • Greetings Ramanathan and thank you for the reply,

    Yes, that idea has occurred to us and making a custom entity for staff, but as of now most of our lookup connections are towards the system user entity so we are going to try and add all the staff as users into the CRM system but not all of them need to have a license.

    Best regards,

    Halldor


    Halldór Jóhannsson

    Monday, August 22, 2016 10:23 AM
  • Remove the existing license from few users, add some new users to crm with that licence. Then revoke the license for newly added user and again add the old user. By this way you can avoid additional license cost.

    The following thread also suggests the same, Please refer

    https://community.dynamics.com/crm/f/117/t/182199


    Ramanathan Rajendran MCTS - Dynamics CRM

    Sunday, August 28, 2016 9:01 AM
  • Remove the existing license from few users, add some new users to crm with that licence. Then revoke the license for newly added user and again add the old user. By this way you can avoid additional license cost.

    The following thread also suggests the same, Please refer

    https://community.dynamics.com/crm/f/117/t/182199


    Ramanathan Rajendran MCTS - Dynamics CRM


    Greetings again Ramanathan,

    That is the way we are currently going, we were hoping to have another better way to do this but it does not seem to be a better way, we will look into scripting and such to do this for us since it is a fair amount of users that need to be cycled this way,we should be able to do this in powershell using the MSCRM addin.

    Best regards,

    Halldór


    Halldór Jóhannsson


    Thursday, September 1, 2016 3:46 PM