How to Setup a New D365 User
To set up a D365 user, first you will need approval from the user’s supervisor. You will also need to know what all the user will need to have access to and accomplish in D365. Their manager should provide this information. If there is another employee who’s access can be copied, it will greatly simplify the process. Once you have approval, navigate to
System administration >> Users >> Users
This will open the all users page. If you have another user you can use as a template, find them, and open their user account page.
In their user account page, note the Roles that the user has access to.
Close and return to the all users page.
Click the “Import users” button at the top.
This will open the Import users flyover pane on the right side. Find and select the user you want to set up and choose “Import users”
You will be returned to the all users page. Find the user you imported, and open their user account page.
In the user account page, select the Company the user will default to when logging in to D365, then choose “Assign roles” to add roles to the user’s account.
This will open the Assign roles to user flyover pane on the right side.
Select the Roles you wish to assign to the user and click the “OK” button.
You will be returned to the user account page.
Select the first Role you assigned, and choose “Assign organizations”
This will open the Assign organizations page. Here, we will limit the access the user has to just certain companies. Depending on the user’s access needed, your selections here may change.
Toward the top, select the “Grant access to specific organizations individually”
In the Available organization nodes area, select the companies you wish to grant access to and choose “Grant”
This will grant access for the selected role jus to the companies you specify. Close the page to continue.
Repeat the company assignment step for each role assigned including the “System user” role.
When you’re done assigning companies, choose “User options” at the top.
This will open the User options page.
Select the “Account” tab.
For Email provider ID, choose “SMTP” and make sure the user’s email address is correct in Sender email.
Select the “Workflow” tab.
In the Notifications area, make sure “Send notifications in email” and “Send notifications to Action Center” are both set to “Yes” Close the page and you are done.