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How to set delegated admin to a client tenant

Dynamics 365 Business Central Forum

Steven MacDonald asked a question on 13 Jul 2018 6:23 AM

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Suggested Answer

Hi

the D365 BC Partner FAQ describes a "Delegated Admin" or "Admin on Behalf of" access option for Partners to gain access to a client tenant.

Is this currently available, how can this be set in a clients D365 BC tenant?

Steven

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Suggested Answer

You need to access to your CSP O365 Portal and from there you can set delegated admin for your customer.

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Steven MacDonald responded on 16 Jul 2018 10:18 AM

The CSP O365 Portal seams to provide access to our clients to enable them to purchase more D365 BC licenses.

I was looking for a way for our support / implementation consultants to gain access to a clients D365 BC tennant. Is that possible through the CSP O365 portal or another way?

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Suggested Answer

Yes. From that portal you can create a delegated admin to your customer tenant (exactly like activating a new user for your customer).

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AJ Ansari responded on 16 Jul 2018 4:03 PM
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Suggested Answer

Hi Steven,

There is more than one way to skin this cat, but in our case, our O365 admin logs into our O365 tenant (to which our CSP / Partner Center is associated), and from here, he goes to O365 Admin > Users and then sets the users up as a customer admin (global admin will also do, but it also makes them admin for your tenant). It can also be done from the Partner Center.

Once this is done, the user can navigate to one of your customers' D365 BC tenant (https://<customertenantname>.financials.dynamics.com) and log in with their O365 credentials (the one from your O365 tenant, i.e., their work O365 account) and it will slide them in as a delegated admin.

It will not count against the customer's user licenses. The customer will start seeing the user in the Users list in Dynamics 365 Business Central after the first log in, and they can disable this account if they want to.

If you're still stuck, e-mail me at AJWA@ColumbusGlobal.com and I would be happy to help you over a screenshare session (as a courtesy to a fellow partner). And if needed, our O365 / Partner Center admin has also offered to help.

I hope this helps. If my response has answered your question, please verify by clicking Yes next to "Did this answer your question?"

Reply
Suggested Answer

You need to access to your CSP O365 Portal and from there you can set delegated admin for your customer.

Reply
Suggested Answer

Yes. From that portal you can create a delegated admin to your customer tenant (exactly like activating a new user for your customer).

Reply
AJ Ansari responded on 16 Jul 2018 4:03 PM
My Badges
Suggested Answer

Hi Steven,

There is more than one way to skin this cat, but in our case, our O365 admin logs into our O365 tenant (to which our CSP / Partner Center is associated), and from here, he goes to O365 Admin > Users and then sets the users up as a customer admin (global admin will also do, but it also makes them admin for your tenant). It can also be done from the Partner Center.

Once this is done, the user can navigate to one of your customers' D365 BC tenant (https://<customertenantname>.financials.dynamics.com) and log in with their O365 credentials (the one from your O365 tenant, i.e., their work O365 account) and it will slide them in as a delegated admin.

It will not count against the customer's user licenses. The customer will start seeing the user in the Users list in Dynamics 365 Business Central after the first log in, and they can disable this account if they want to.

If you're still stuck, e-mail me at AJWA@ColumbusGlobal.com and I would be happy to help you over a screenshare session (as a courtesy to a fellow partner). And if needed, our O365 / Partner Center admin has also offered to help.

I hope this helps. If my response has answered your question, please verify by clicking Yes next to "Did this answer your question?"

Reply

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