Sometimes in a large deployment of Microsoft Dynamics CRM, it can be a challenge to create users. When you have 25-50 users, it’s not hard to manually create each user record, or to use the add multiple users tool to create user records. However, when your user count is in the hundreds or thousands, even the add multiple tool can be a very tedious process.
Many of our customers use Scribe Insight to migrate data into CRM, or to integrate CRM with other business systems; however, not many are aware that you can also use it for creating users records. Here is the simple process that you would use to do this:
1. Create a spreadsheet with the domain credentials of the users that you want to import. I recommend saving the spreadsheet in CSV format, as it requires the least level of file manipulation.
2. Create a DTS in the workbench with the CSV file as your source and the CRM adapter as your target.
3. Add an insert step creating the systemuser records. Map the domainid field of the source csv to the domainname field of the CRM system user entity.
At a basic level, that’s all there is to it. in addition to this process, you could also include the role and have a second step to create the user role record; however, if you don’t have that, it’s not a big deal because it’s pretty easy to bulk assign users to roles after the user record is created. Also, if other attributes like first name, last name, email, phone are present in AD, they should automatically populate in the user record. You can include them in your mapping if they are not present in AD, or if you desire them to be something different than their values in AD.
This is also a useful capability for companies looking to maintain a test and production environment that want to keep the user accounts synchronized between the two environments.
This is a great example of the extra value that Scribe can add to your CRM implementation, and the power it has to import data to areas where the out of the box tools cannot go.
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