Nitin Dhawan CRM Discussion

A CRM Monster [MCDP, MCDS, MCTS, MCSD]

How to Shuffle users between the Organizations

Posted by Nitin Dhawan on July 21, 2010


Below are the steps to shuffle the users between the organizations with the same roles:
1 Create a mapping document which contains the following fields:
a. User Name
b. Current Business Unit Name
c. New Business Unit Name
d. User ID
2 Write a .net code
3 Retrieve all the users from the Mapping document.
4 For each user search user in the CRM.
5 Check if first user does not exists in the CRM then exit.
6 Else retrieve current user roles against the current business unit to which it is mapped.
7 Save user roles in an array.
8 Check if new business unit exist in the CRM, if not then exit.
9 Else get the business unit ID for the new business unit.
10 Assign user to the new business unit id
11 Check weather the role saved previously saved in an array exists against this new organization
12 Check weather the role saved previously saved in an array exists against this new organization
13 If roles doesn’t exists then exit.
14 Else get the role ids and assign them to the current user.
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