D365 Finance & Operations and Dynamics AX Forum

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  • 1.  Bulk User import

    Posted Dec 05, 2021 04:00 PM
    Hello is there a way to import many user accounts into D365 F&O at one time? I attempted to use excel add-on and update the design table but I get the error that the workbook could not update

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    Amber Aaron
    Summit Racing Equipment
    Tallmadge
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  • 2.  RE: Bulk User import

    SILVER CONTRIBUTOR
    Posted Dec 06, 2021 07:09 AM
    Hi Amber

    Excel Add-In

    I have not used Excel Addin for this before but my suggestion is to check that all fields available for the add-in are in your file and are accounted for. I have seen before where the add-in does not work unless all fields are showing in the selected fields area. You may do so by
    1. Click on design
    2. Click on the edit icon for the data entity
    3. In the Available Fields section do CTRL+A then click on add under Selected Fields. All Fields will now be displayed in the Selected Field section.
    4. Click on Update
    5. Fill in the necessary fields and try to publish again


    Data Management
    You could manually fully set up one user. Then use data management to export the user information. Amend the file exported by adding all the other users and modeling them after the one you had manually created. Import the amended file back into D365 and see if that works.

    If you have users in different countries please pay attention to language, country, and timezone in your file.

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    Kamar Wilks
    BlueCrest Inc
    Danbury
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  • 3.  RE: Bulk User import

    Posted Dec 09, 2021 04:46 PM
    Thank you so much I went with DMF

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    Amber Aaron
    Summit Racing Equipment
    Tallmadge
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  • 4.  RE: Bulk User import

    GOLD CONTRIBUTOR
    Posted Dec 06, 2021 09:03 AM

    Are you importing them from AD? If so, you go to the users screen and click "Import Users" and can select as many as you want to all import at once:



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    Kerstin Newman
    Business Analyst
    StarTech.com
    London ON
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  • 5.  RE: Bulk User import

    Posted Dec 09, 2021 04:47 PM
    Thank you Kerstin! We are on-prem so syncing our AD doesn't work properly for some reason.

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    Amber Aaron
    Summit Racing Equipment
    Tallmadge
    ------------------------------



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