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How to Create a New User in Dynamics 365 Sales

These are the steps to add a new user in Dynamics 365

  • Make sure they have a user account in Microsoft 365
  • Assign a Dynamics licence to them
  • Assign Dynamics role(s) to them (using Dynamics or Power Platform admin)
  • Test that they can log in and use the system
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How to Create a New User in Dynamics 365 Sales

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