Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / System Admin Accounts ...
Service | Customer Service, Contact Center, Fie...
Suggested answer

System Admin Accounts for Dynamics 365

(0) ShareShare
ReportReport
Posted on by Keliud 315

When configuring Dynamics 365 and working with dynamics as an administrator , is the best approach to create an Admin Account that is not linked to a User Account. for this i mean :- 

We have a D365 implementation however as the Admin setting up queue, workflows, customization etc  should i be using the default organisation account or should i create an Admin Account, that i can use to log into  D365 and use this for customization. 

the benefits of this are

1. If i leave the organisation, the next person can access all work done using the admin account

2. customization, queues, Power Automate Flows  etc are all created by the admin account and owned by the admin account by default.

3. I can use my regular account to test and play with the solution

Disadvantages

1. The Admin Account will require a licence

2. we have to create an account that can be used to login to D365 and maybe azure????  Multi factor authentication then becomes complicated

When i was working with On Premise Dynamics CRM we had an admin Account  for DEV, TEST and PROD.  We used this accounts for Admin related tasks and because they were Administrators there was no licence fee for this.  However in the D365 world this is not the case. 

I am looking for good advice on the best way to handle this..

  • Suggested answer
    Keliud Profile Picture
    Keliud 315 on at
    RE: System Admin Accounts for Dynamics 365

    We found however that when a user creates an power automate, they are added as an owner and can not be removed from the owners list if required in the future because they are a creator.

    It is better to create the power automate with the system admin account and then add the devs as owners of the flow

  • Olasan Profile Picture
    Olasan 2 on at
    RE: System Admin Accounts for Dynamics 365

    Thanks Scosec, just wanted to add that we are doing it this way as well... Except that we don't log in with this user to work on the flows, we just make sure that the system user is owner (A - the real owner) and we add the developers as owners as well (B)... then we can log in and work using personal user ids.

    pastedimage1657788472444v1.png

  • Suggested answer
    Scosec Profile Picture
    Scosec 95 on at
    RE: System Admin Accounts for Dynamics 365

    We use two types of users:

    - Application users (for azure devops pipelines/releases  and ssis integration user).

    - Service User:

    (a seperate user account in the azure ad and coupled with dynamics crm as an admin) If i remember correctly accounts with system administrator privilege aren't required/billed to have a license for d365 crm.

    The service account does have a power automate flow license. All people editing flows are using the account for two reasons:

    1. Connection References for power automate are personal. This causes issues when multiple people are working on it.

    2. Make sure power automate flows etc are owned / run under the service account. This way you are certain everything keeps running when an employee quits the company.

  • Keliud Profile Picture
    Keliud 315 on at
    RE: System Admin Accounts for Dynamics 365

    What is the default Organisation Account?

    I was considering creating an Application user as a System Admin and setting them as the owner of  Artifacts eg Business units, Teams etc. but am not sure this solves all my problems.

    The idea is that i should be able to log in as the system admin account (an account that is not linked to me) and use this to configure the solution, create business units queues etc and have it as the default owner of and creator of flows and connectors etc.  

  • Olasan Profile Picture
    Olasan 2 on at
    RE: System Admin Accounts for Dynamics 365

    Hi Steve,

    what do you mean with "default organisation account"?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: System Admin Accounts for Dynamics 365

    Hi Keliud,

    I would recommend using the default organisation account unless you don't want to assign the user all privileges.  For the benefits, the  next person can also work on the default organisation account when the previous is left. However, if you want to add an admin user, you have to purchase a licence for him.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans