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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

how to control the list of users available as Owners

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Posted on by 85

In the default environment there are a lot of users including AD users that do not have a D365 license.

How do you control this to only be "valid/licensed" users?

pastedimage1678068773657v1.png

  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: how to control the list of users available as Owners

    Hi Partner,

    Have any updates?

    Please feel free to contacts me if you have any questions!

    Could you click 'Yes' under title to close the thread if my answer is helpful!

    Thanks in Advance! :)

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,274 Moderator on at
    RE: how to control the list of users available as Owners

    hi

    To control user access in Dynamics 365, you need to assign appropriate licenses to each user in the Microsoft 365 admin center. This ensures that only licensed users can access the Dynamics 365 environment.

    Here are the general steps you can follow:

    Log in to the Microsoft 365 admin center with your admin credentials.

    Navigate to the Users tab and select the user(s) you want to assign licenses to.

    Click on the Edit button to update the user's licenses.

    In the Licenses pane, select the appropriate licenses that include Dynamics 365 access.

    Save the changes.

    Once the license is assigned to the user, they will be able to access Dynamics 365 based on their assigned security roles and permissions.

    To enforce license compliance, you can use the License enforcement feature in Dynamics 365. This allows you to restrict user access based on their assigned licenses. For example, if a user tries to access a Dynamics 365 app that they do not have a license for, they will be blocked from accessing it.

    To enable license enforcement, you need to:

    Go to the Power Platform Admin Center.

    Select the environment you want to enable license enforcement for.

    Navigate to the Settings tab and select Security.

    Scroll down to the License enforcement section and enable it.

    Save the changes.

    With license enforcement enabled, only users with the appropriate licenses will be able to access Dynamics 365.

    DAniele

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: how to control the list of users available as Owners

    Hi Partner,

    The user list is displayed through the lookup view of the user entity and you can customize it so that it displays records as you need them.

    Go to Settings > Custmizations > customize the system > Entities > User > View, Find 'User Lookup View' and open it:

    pastedimage1678155473694v1.png

    AD users include '#' symbol, so you can use it to filter view:

    pastedimage1678155653658v2.png

    Save and Publish.

    Test:

    pastedimage1678156118255v3.png

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