Access Team Integration tool

CSV File Format and Logic.

This tool is a plugin embedded in XrmToolBox. It imports & exports access team members from/to a CVS file.

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In order to work, the CVS file needs to be in a specific format. Each line represent a record with users that needs to be associated to the record's related access team. As you may know, a csv file has a header in order to map the value. The tool only support domainname as header for the user. Usually domainname is an email.The screenshot below shows an header for users that needs to be associated with the contact.

The first 2 rows represent the dual key which makes the contact unique and all the other rows is for the users. Each domainname row is a user.

You can define your record number key(single key,dual key,triple key, etc..) by defining the "Keyumbers" field. Keynumbers represent the first x numbers that represent the Main entity record. Exemple below show that the first two rows of my csv file are my dual key for my contact record:

Instruction to export access team to a csv file.

1. Open XrmToolBox (Download).
2. Connect to an organization.
3. Open Access Team Integration tool from the list displayed.
4. Select the export tab if it is not already.
5. Choose the access team template that you want to export related data.(users)
6. Choose a separator.
7. Select the attributes that represent the primary key for every record that has access team members.(Exemple: for contact, emailaddress1 & fullname could represent a dual key that makes the contact record unique.)
8. Once everything is set, click on "Export Access Team".
9. Once the export is completed, the tool will prompt you where to save the csv file with a save dialog window.
10. You can import access team to your DEV,QA or PROD CRM instances with the generated file using my tool.

NOTE : before importing the file, be sure the contacts already exist otherwise it won't work.( Exemple : import contacts before importing contact access team)

Instruction to import access team from a csv file.

1. Open XrmToolBox (Download).
2. Connect to an organization.
3. Open Access Team Integration tool from the list displayed.
4. Select the import tab if it is not already.
5. Choose the Access team template you want to import.
6. Choose a separator.(needs to be the same as in your csv file.)
7. Set Keynumbers field according to your csv file.(Exemple above)
8. Click on "select csv file" to choose your file that contains the data to import.
9. Click on Import Access Team when everything is set.

NOTE : before importing the file, be sure the contacts already exist otherwise it won't work.( Exemple : import contacts before importing contact access team)

Export feature: Record key attributes

For integration and best practice purposes, all attributes that correspond to a Guid (Such as calendar rule,lookup,customer,UniqueIdentifier,virtual) are not shown since Guid changes from an instance to another.

However, you can import access team with guid attributes(lookup,uniqueidentifier,etc..) by creating your own csv file.
Exemple :
contactid,domainname,domainname
<contactidValue>,<user_domainname>,<user_domainname>

Log usage

As you might have noticed,there is log functionality. When Importing, the tool logs for every line if it's a success or a failure. Clear logs button clears the log box. Save log button Save the content of the log box in a txt file.

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