How to Setup a New D365 User by Copying Another 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. Choose the user you wish to copy from in the ID field. If the new user will get the same company access that the previous user will get, choose “Yes” to Include organizations. This will select the same roles the previous user has access to.
Choose “OK” to continue.
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.
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.