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Create new users

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Before you can access finance and operations apps, you must first be added to the Users page (System administration > Users > Users). Users include internal employees of your organization, or external customers and vendors. Users can be imported or added manually. All users must be correctly licensed for compliant use.

For information about how to buy and license for finance and operations apps, see Microsoft Dynamics 365 Licensing Guide.

Assign a license to a user

System admins can assign licenses to users in the Microsoft 365 admin center.

Add an external user in Entra ID and assign a license

External users must be represented in your tenant directory (Microsoft Entra ID) so that they can be assigned licenses. Those external users should be added to the tenant in Entra ID as guest users and then assigned the appropriate licenses. A requirement for finance and operations apps is that the guest user's company must use Entra ID. For more information, see Add Entra ID B2B collaboration users in the Azure portal.

Import new users from Microsoft Entra ID

  1. Go to System administration > User > Users.
  2. On the Action Pane, select Import users.
  3. Select the users to be imported. The list includes Microsoft Entra users that are currently not users in this environment.
  4. Select Import users.
  5. Select Close.

Note

The value for the Company field will be set based on the current session company for the admin. After import, you must assign roles and organizations as applicable. For more information, see Assign users to security roles. Conditionally, it might also be required to associate the user with a Person and to update user options such as language.

Manually add a new user

  1. Go to System administration > Users > Users.
  2. On the Action Pane, select New.
  3. In the User ID field, enter a unique identifier for the user.
  4. In the User name field, enter the user's name.
  5. In the Provider field:
  1. In the Email field, enter the user's full Email/User Principle Name.
  2. In the Company field, select the default startup company for the user.
  3. Select Save.

The values for Identity provider and Telemetry ID are updated based on a Microsoft graph call, when the user record is saved. The Telemetry ID is based on the user's Object ID/Security Identifier (SID) in Entra ID.

Note

After you add a user, you must assign roles and organizations as applicable. For more information, see Assign users to security roles. Conditionally, it might also be required to associate the user with a Person and to update User options such as language.

From March 2024, non Entra ID users are not supported.

  1. Any user who is not part of your Microsoft Entra ID (service-to-service or interactive) isn't allowed to onboard to your Dynamics 365 finance and operations apps environment.

  2. Any existing user(s) that isn't part of your Microsoft Entra ID isn't allowed to log in to your Dynamics 365 finance and operations apps environment.

  3. If an existing user isn't part of your Microsoft Entra ID, you can't modify the details of the user on the Users page in the System Administration workspace.

Change a user ID

To change a user ID, you must rename the key in the database. When you change a user ID by using this procedure, all related user settings are modified to use the new user ID. For example, the usage information in the SysLastValue table is updated to reference the new user ID.

Note

The user ID is the primary key of the user information table. Renaming the primary key can take some time for existing users because all references to the key are also updated in the database.

  1. Go to System administration > Users > Users.
  2. Select a user in the list and select Options> Record info.
  3. Select Rename.
  4. Enter a new and unique value for the User ID, and then select OK.
  5. Select Yes to confirm.

Additional resources

For more options to implement B2B users, see Export B2B users to Entra ID.

For information about preconfigured system accounts, see Preconfigured system accounts.