We switched from Global tenant to Security Group CRM Access and now we're having some issues I'd like to get clarified.

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Posted on by Bas Wijdenes

Hi all,

Hopefully someone here can help me out here.

We made a change in Dynamics where we don't add everyone from our tenant anymore, but use a Security Group for access to Dynamics 365.

This works fine, but I'm now facing a few issues I hope are resolvable without too much custom scripting.

Onboarding:

- New accounts (added to the Security Group) are not automatically provisioned in CRM. We need to log on once with the account before we'll see the user in CRM. I can solve this with a Custom login script to log in once in CRM at the account creation, but is there no other way?

Offboarding:

- When someone leaves the company the accounts is Disabled in AzureAD. This causes the account to dissapear in CRM as well. Although the account still has the license etc. Shouldn't the account be in CRM but disabled?

I guess I'm looking for some information regarding how others deal with their onboarding and offboarding process with CRM.