How to Create a New User in Dynamics 365 Sales

These are the steps to set up a new user in Dynamics 365

  • Make sure they have a user account in Microsoft 365
  • Assign a Dynamics licence to them
  • Assign Dynamics role(s) to them (using Dynamics or Power Platform admin)
  • Test that they can log in and use the system

Start by thinking about what the user needs to access

Before you start to set up a new user, make sure you…

Continue Reading Pete Murray’s Article on their blog

How To Set Up New Users in Dynamics 365 – AMS

This short guide takes you through how to quickly create and set up new users in Dynamics 365 Sales. Also information about mailbox set up

Blog Syndicated with Pete Murray’s Permission

Author: Pete Murray

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