Add or manage users in Dynamics 365 Sales Professional

Important

This capability is introduced in the Dynamics 365 Sales Professional app version 9.1.0.0.

To sign in to Dynamics 365 Sales Professional, every user in your organization must have a user account. Create a user account for each user to give them access to the Sales app.

When you create a user in the Sales app, you can define a user ID, generate a password, and assign a license and security role in a single step.

After you provide these details and select Add, a user is automatically created in Azure Active Directory, and the user account is available in Office 365 and the Sales app.

Create a user account

  1. Make sure you have the global administrator role in Office 365 and the System Administrator role in Dynamics 365 Sales Professional.

  2. In the site map, select Sales Settings.

  3. Under Standard Settings > Manage Users.

    Manage Users in Standard settings

  4. Select Add a new user.

  5. Follow the instructions in the Confirm user account creation dialog box.

    The Add New User pane appears.

    Add New User dialog box

  6. Enter the following details:

    • First Name

    • Last Name

    • Display Name (required). This is automatically populated based on the first name and last name, and can be changed.

    • Username (required). This must be a unique name. A domain name, which is usually the organization name, is appended to the username. For example: xyz@contoso.com

    • User email address

  7. In the Role drop-down list, select a role that you want to assign to the user. You must assign at least one role to the user at this time. To assign multiple roles, see "Assign a security role to the user."

    Important

    Assign a role with only the privileges the user needs.

  8. Under Password, select the User must create a new password when signing in for the first time check box if you want the user to enter a new password when they sign in.

  9. Select Contact information to provide more details about the user.

  10. Select Add.

Note

If there’s a single license type for your organization, a license is automatically assigned to users. If there are no licenses left, a user will be created but no license will be assigned. The user will not be able to use Dynamics 365 Sales Professional until a license is assigned.

Assign a security role to a user

Security roles control a user’s access to data through a set of access levels and privileges. The combination of access levels and privileges that are included in a specific security role sets limits on the user’s view of data and on the actions that the user can perform with that data.

Dynamics 365 Sales Professional provides a default set of security roles:

  • Sales Professional

  • Sales Professional Manager

  • System Administrator

  • System Customizer

You can assign more than one security role to a user. The effect of multiple security roles is cumulative, which means that the user has the permissions associated with all security roles assigned to that user.

Important

You must assign at least one security role to every user. The service does not allow access to any user who does not have at least one security role.

To assign a role in Dynamics 365 Sales Professional:

  1. Under Standard Settings, select Manage users.

  2. Select a user you want to assign a role to, and then on the command bar, select Manage Roles.

  3. In the Manage User Roles dialog box, select the security role or roles you want for the user or users, and then select OK.

    Manage User Roles dialog box

Join teams

Teams are a collection of users. Teams let users across an organization collaborate and share information. To add users to a team:

  1. Select the users you want to add to the team, and then on the command bar, select Join Teams.

  2. In the Join Team dialog box, select the teams you want to add the users to, and then select OK.

Change the manager

Assign a manager or change an existing manager. The manager is responsible for administering the work of a group of users.

  1. Select the users you want to change, and then on the command bar, select Change Manager.

  2. In the Change Manager dialog box, select the Lookup button to choose a manager, and then select OK.

See also

Admin settings overview
Add or manage teams