Create, Configure and Use new User in Dynamics 365 Online

In this article, I will take you step by step to create, configure a new user in Dynamics 365 and fixing of issues which I faced on login with that user.

At first step, go to this link and login with your admin user for your trial environment. 

https://admin.microsoft.com/Adminportal/Home?source=applauncher#/users

You will land up to the page as shown in this screenshot. Click on the “Add a user” button to create a new user.

Fill in the form with your desired user details in the first step of the wizard

At next stage, select a country from the dropdown “Select location”, and check the checkbox to assign a product license to the user as shown below

At next step, you can assign optional settings to the user if you need

At the last step just click the button “Finish adding”

Before closing the window just copy the email address of the newly created user and the password as shown in the screenshot below. You will need these credentials to login into CRM with the created user later on. After copying, just click the “Close” button.

Now in the same browser, open a new Tab and login with the admin user at PowerApps admin center using this link

https://admin.powerapps.com/

After login, under Environments, click on the environment record to open your trial environment

Then in the next window, click on the link “See all” under Users as shown in the below screenshot

Next, click on the “Add user” ribbon button at the top, a popup in the right-side panel will appear, just enter the email address of newly (created user in previous steps) and click the “Add” button from the popup window.

A popup appears then. Just click “Not Now” at this point.

Now just open the settings area of CRM by clicking on “Advanced Settings” using a gear icon at the top right corner as shown below

Now go to Settings -> Security -> Users Then select the view “Enabled Users” from the view’s dropdown at the top left corner. You will see the newly created user in the enabled users’ list.

Next, you will need to login into CRM with the newly created user. For that, we just need to verify if proper roles are assigned to the user or not. Just open the user record as shown in the screenshot above. Then on the next screen, click on the ribbon button “MANAGE ROLES”, and scroll down to see if any default security role is assigned to the user record or not. You will see a role named “Sales, Enterprise app access” will be automatically assigned to the user record. Here you can assign other roles also for the user record and you can remove the current role also. But, in order to use a user in CRM, you need to assign at least one role to a user record.

Now do a test to verify if you can log in successfully with the created user without any issue. Just use your environment URL, Email address, and password which you copied in previous steps

https://mytrainingsolutions1.crm5.dynamics.com/main.aspx

Then you might see a popup to change your password on first time login

In order to proceed with a successful login, after changing the password, in the next window, you will see options as shown in this screenshot. I will opt to choose “Skip for now (14 days until this is required)” as I am using a trial environment. You can click this skip option for the next 14 days. After that, you will need to configure two-factor authentication to login into Dynamics 365 CRM using the “Microsoft Authenticator” app from Play Store from your mobile set. This configuration, we will see in another blog.

In the next step, you might see an issue that CRM can complain about the security role assigned to the user. As shown below

So, I went to the user records again, and assigned a default security role on the user record, and closed the above login window which is showing an error, and opened a new private window using IE, and tried login again. At this time, I was successfully logged into the CRM.

That’s it!