Invite users with Azure Active Directory B2B collaboration

You can invite other users to access your environment. The Office 365 Global admin can do this through the Azure portal. Invited users can access your environment using their own login credentials once a license and a security role are assigned to them. You don’t need to create a new user account and temporary password for these invited users in your own Office 365 tenant.

Requirements

  • To send business-to-business (B2B) user invitations, you must have an Azure Active Directory Global admin role.

  • To bulk- invite users, get the latest Azure Active DirectoryPowerShell which can be downloaded from the PowerShell module's release page.

Incompatibilities

The following features are not supported for B2B invited users.

  1. Unified Service Desk client

    Invited users will not be able to use the Unified Service Desk client to log into the host tenant’s environment.

  2. Dynamics 365 App for Outlook

    Invited users will not be able to use their own tenant email addresses when performing email related transactions in the host environment. Server-side synchronization of invited users’ incoming and outgoing emails are not supported as there can be complications, especially for invited users who are already syncing their emails in their own tenant.

  3. Invited users cannot perform email activity using their own email address. Model-driven apps in Dynamics 365 only synchronizes incoming and outgoing emails from Microsoft Exchange Online that is hosted in the same Office 365 tenant.

  4. Office 365 Groups

    Office 365 Groups connects a group to model-driven apps in Dynamics 365. Data (including new conversations and documents) are stored in the Exchange and/or SharePoint system. Since invited users belong to a different Office 365 tenant, the invited users do not have permission to create Office 365 Groups in the invited-to Office 365 tenant. However, they can participate in the Office 365 Groups conversations as a guest in their Outlook Inbox, but not within model-driven apps in Dynamics 365.

Invite a user

You can add users to through Azure Active Directory B2B user collaboration. Global admins and limited admins can use the Azure portal to invite B2B collaboration users to the directory, to any security group, or to any application.

Admins can use one of the following methods to invite B2B users to their environment:

  1. Invite users to your environment that has a security group.

  2. Invite users to your environment that does not have a security group.

  3. Bulk-invite guest users using a .csv file.

    Your invited user will receive an email invitation to get started with B2B user collaboration.

    Email invitation sent to new user

    When your user accepts the invitation by clicking on the Get Started link on the invitation email, they will be prompted to accept the invitation.

    Accept the invitation

Note

Until you add a license to the user account, the user will not have access to model-driven apps in Dynamics 365. Follow the steps below to add a license through the Azure portal.

Update user’s name and usage location

To assign a license, the invited user’s Usage location must be specified. Admins can update the invited user’s profile on the Azure portal.

  1. Go to Azure Active Directory > Users and groups > All users. If you don't see the newly created user, refresh the page.

  2. Click on the invited user, and then click Profile.

    User Profile button in Azure Active Directory

  3. Update First name, Last name, and Usage location.

    Update Azure Active Directory user profile

  4. Click Save, and then close the Profile blade.

Assign invited users a license and security role

Assign your invited users a license and security role so the user can use model-driven apps in Dynamics 365.

  1. Go to Azure Active Directory > Users and groups > All users. If you don't see the newly created user, refresh the page.

  2. Click on the invited user, and then click Licenses.

    Assign a license with the Azure portal

  3. Click New or Add buttonAssign.

  4. Click Configure required settings.

  5. Select the product to license.

    Click Assign to see the list of licenses

  6. Click Select, and then click Assign.

    Next, assign the invited users with appropriate security roles for the environment so they can access it. See Create users and assign security roles.

Approve email or enable mailbox (not supported)

Since server-side synchronization is not supported, System admins cannot approve an invited email address or mailbox since emails cannot be synced from the invited user’s Microsoft Exchange.

Notify your invited users

To complete the user invitation, notify your invited users and provide them with the URL for the environment they are invited to (for example, https://contoso.crm.dynamics.com).

See also

Azure AD B2B Collaboration is Generally Available!
Azure Active Directory B2B collaboration code and PowerShell samples
Azure Active Directory B2B collaboration frequently-asked questions (FAQ)
Azure Active Directory B2B Collaboration
Azure AD B2B: New updates make cross-business collab easy