Specify the initial user who sets up the environment

(0) Share

Report

Posted on by Raphi

186

Hello

We are currently planning to migrate our on-prem crm 2016 to Dynamics 365.

After a PoC, we are now planning to setup the sandbox/production environment, where we want to do things "the right way".

One of the questions that we have is: "Who sets up the Power Platform environment and therefore initializes the "system" records/workflows for Dynamics 365 apps?"

In CRM 2016, we used a dedicated service account for it (as there were multiple IT administrators). But now with Microsoft 365 users, this would be a different scenario.

I know about the concept of the service principals, but all the articles I found are talking about Power Automate.

So, who should be the user to create the environment(s) for Dynamics 365 and what should the permissions/roles be (initial I suppose the user needs system administrator role)?

The goal should be to set a "dedicated" owner for all system relevant records and workflows, so when a person leaves the company, the records are still in place/accessible.

Thank you.

Best regards

Raphael

I have the same question (0)

All responses (3)

Answers (1)

Suggested answer

Mohamed GRAIB 2,504 Moderator on at

Like (0)

Report

RE: Specify the initial user who sets up the environment

Hi RaphiB,

You need just to navigate to : admin.powerplatform.microsoft.com/

Then you accede to your environment page details.

Then you click in the History Button,

That will show you all operations that have applied to this environment (Created by, created on, initialised by, etc.)

Please mark the answer as verified if that's helpful for you.

Was this reply helpful? Yes No
Raphi 186 on at

Like (0)

Report

RE: Specify the initial user who sets up the environment

Hi Mohamed

Thank you for the response.

I am aware of how to see the history of the environment, but I want to know with which Microsoft 365 user I need to create the environment, so there are no "personal" records/workflows for other administrators. What are the best practices there? To use a dedicated service user, that needs a license as well?

Currently, I have no environment and I want to start setting up a production environment. Which user should I take for this process?

Do you know what I mean?

Best regards

Raphi

Was this reply helpful? Yes No
Verified answer

Mohamed GRAIB 2,504 Moderator on at

Like (1)

Report

RE: Specify the initial user who sets up the environment

Hi RaphiB,

Yes I suggest this solution :

1. Create a service account : for example : AdminDynamics@yourorg.Com

2. Assign the Dynamics 365 Administrator role to this account from the Office Admin Center.

3. Add this user to a security group

4. Create your envrionment using this account from the Power Platform Admin Center.

Then you can consult the history of your environments.

Hope that's helpful for you.

Please mark the answers as verified if that's helpful for you.

Was this reply helpful? Yes No