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Adding a user to CI Journeys and Data

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Posted on by JD-27040907-0 Microsoft Employee

Hi all,

I am starting up this Dynamics 365 rig from scratch and without a ton of guidance. I have an employee that will need to access and work with CI-Journeys, but I can't even find a place to add her. She is a user on my tenant and in my org (I believe), and since I believe I had to give her a role I tried to use my best judgement to give one with near complete access (right under a traditional admin role/full control), but CI-J isn't showing up for her.

Does anyone know of any resources to walk a layman through this? Any ideas? It's all so byzantine and chaotic for a newbie to D365.

Thank you

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Leah Ju Microsoft Employee on at

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Hi Partner,

1.Make sure that you have install Dynamics 365 Customer Insights in this tenant and environment:

https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/setup

2.To add users to Dynamics 365 Customer insights-Journey, first assign a license to each new or existing user.

1)You can use the Microsoft 365 admin center to assign licenses.

Assign licenses to existing users

Add users and assign licenses at the same time

Add multiple users and licenses at the same time

2)Add users to the environment that has installed the CI apps.

https://learn.microsoft.com/en-us/power-platform/admin/add-users-to-environment

3.Assign security roles to the user:

By default, the following roles have privilege to access CI-Journey app:

More related roles information: https://community.dynamics.com/blogs/post/?postid=93a6ebb9-1d34-40bd-b7d3-383851d45018

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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Leah Ju Microsoft Employee on at

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Hi Partner,
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