{Zero Code Solution} Bulk creation of large number of Business unit in Dynamics 365

Requirement: In one of the recent requirements, it was required to create multiple BU (more than 1000).

Solution: Business unit is also an entity in Dynamics 365 and can be imported. Follow below steps to import multiple BU

1. In this example we will create multiple BU’s under the BU’s highlighted in the screenshot:

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2. Take an excel sheet and mark the Business unit name and Parent Business unit name:

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3. Navigate to Settings->Data Management->Imports and click on Import Data:

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4. Choose the excel sheet saved and Click on Next:

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5. On Next step, Click the next button again:

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6. Select Default on the Data map screen and again click Next:

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7. Map entity name as Business unit on this step and Click Next:

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8. Review the mapped fields and Click on Next:

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9. Review mapping summary and Click on Next:

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10. Review the summary and click Submit:

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11. Navigate to Settings->Security->Business unit after some time and Notice that required BU have been created:

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Hope it helps and happy 365ing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

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{Code tip} Open entity form with set values for multi select option set in Dynamics 365

Dynamics 365 has introduced multi select option set field. In one of the recent requirements, it was needed to open a form with pre-set values for multi select option set field.

Following steps are required:

1. For example, Contact entity has a Multi select option set field called Category which has values as following:

Label Integer Value
A 1
B 2
C 3
D 4

2. Following URL can be triggered to open the contact entity form with set values for Category field with A,C and D:

/main.aspx?etn=contact&extraqs=dyn_category%3D%5B1%2C3%2C4%5D&pagetype=entityrecord

 

3. The dynamically generated URL can then be opened using window.open method to open CRM contact form with pre-set values for multi select field:

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Hope it helps and happy 365ing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

clip_image001

Twitterhttps://twitter.com/msdynamicsblog
LinkedInhttps://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{Zero code Solution} Bulk assignment of Business Unit to users on demand in Dynamics 365

Requirement: Bulk assignment of Business unit to multiple users on demand is required in case of Dynamics 365 administration requirements based on some fields on User entity.

Solution:

In case your requirement is just to bulk update Business Units, Change Business Unit button can handle it on Users grid:

In this solution, we are not going through condition based BU assignment but similar can be achieved by changing the simple workflow demonstrated in this solution. However, this approach can be used when more complex BU assignments are required

Create an on-demand real time workflow to solve this need without the need of code.

1. Navigate to Settings-> Processes and Create New Process. Select entity as User and category as Workflow:

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2. Set Scope to Organisation and select Check box for as an on-demand process. Add an step for Update User as below:

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3. Click on Set Properties and Select Business Unit. In this example, Marketing Business unit is selected and put up:

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4. Save and Activate the workflow. Next navigate to Settings->Users and select the intended users. Then, Select Run workflow. Notice that current Business Unit for Alan Jackson is set to Service:

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5. Select the workflow for Update BU and select ADD:

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6. Next pop-up will come to apply the workflow. Click OK:

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Result: Alan Jackson’s BU will be updated to Marketing.

Note: In similar way with combination of right view filters and workflow conditions, automatic bulk assignment of BU can be handled.

There are other ways also to achieve the solution required and suggestions from your experiences are welcome in the comments section 🙂

Hope it helps and happy 365ing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

clip_image001

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{{Happy Milestone}} Mastering Dynamics 365 book to be released soon

Hi All,

Happy to announce that a second edition to my other book titled Mastering Dynamics CRM 2016 will be released soon.

A new book titled Mastering Dynamics 365  will be released soon! In case you wish to Pre-order:

Click here

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Hope it helps and happy 365ing!

ABOUT THE AUTHOR:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

Thanks Microsoft and community for the BUSINESS SOLUTIONS MVP AWARD 2018-19

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I was awarded for the fourth time as a Dynamics Business Solutions MVP.

I want to keep contributing for the next year and beyond. It has been a great journey so far for me and blog has been an integral part of it.

I want to thanks everyone in the community that view my videos on read my blog, my CRM YouTube channel  and finally follow me on twitter and other social media networks.

Thanks Microsoft within the organization as well which gave me the boost to start leveraging my ability well for serving the community.

Happy 365ing!

Any problem in CRM – end user,Microsoft  partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

ABOUT THE AUTHOR:

clip_image001

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en