How To Add Users
About the Author: Manish Luhana
Microsoft business applications specialist and certified trainer.
Categories: Customer Engagement, Dynamics 3650 CommentsPublished On: 20 March 2021

User-Management
Add users to your Office 365

1. Launch an Incognito (Chrome) or InPrivate (Internet Explorer) browsing session

2. Go to https://office.com

3. Log in with your user name and password

  • Blog: SIGN UP FOR A DYNAMICS 365 CE ONLINE TRIAL

4. Click “Admin” on the left Navigation. Below screen should display

Admin

5. Set up User 1’s basic information and then click “Next.”

Sales-User

6. Assign Product Licenses

  • We have 25 user license for trail instance
  • Select “Location”
  • Click “Assign user a product license”
  • And assign permission/license for each appAssign-Product
  • Assign Permissions/Licenses to the AppAssign-Apps

7. Optional Settings

  • Assign Role as User or Admin
  • Assign specific role if admin

8. Enter Profile Information

9. Review and Finish

Finish

10. A user should be added, and these settings can be saved as a template.

  • Click the “Close” button.

11. Using the same techniques, add multiple users.

Add users to the specific environment

12. Go to https://admin.powerapps.com

13. Select the environment

14. Go to Settings

Settings

15. Click “Users + Permission”

16. Click “Users”

17. Click “Add user”

Add-User

18. Search the user and click “Add”

Add

19. You will receive a message like

User-Added

In Dynamics 365, assign the user the Security role.

20. Click “Go to Dynamics 365” or go to the specific environment using url

21. Should be redirected to appropriate user

  • Go to Settings > Security > User > Select User

22. Click “Manage Roles”

User-Screen

23. Assign specific roles and click “OK”

Assign-Roles

24. New user should be able to use Dynamics 365 CE successfully.

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