Process to become admin of new customer

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Hi folks,

I just got a new projet where I will have to help salespeople re-use their Sales modules

At first, I used an account of a guy inside the company who left. But I would like to use my own 'microsoft' account / pro mail to access their environment

The tenant holder gave me admin role (not the global admin but power platform / dynamics) but I still do not get access to their environments or solutions

Not sure if I am clear, but I would like to know whare are the way to become an admin dynamics + power platform for someone not in the company

Any help please ?

Thanks in advance

Fred

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Wahaj Rashid 11,321 on at

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RE: Process to become admin of new customer

Hi,

Thank you for your query.

This depends on your responsibilities.

To manage PowerPlatform Environments and access PowerPlatform admin, your global admin should assign one of the following roles:

Configure user security in an environment - Power Platform | Microsoft Docs

Generally, Dynamics 365 Admins have the following duties:

Configure Environments and Apps

Configure Global Settings

Configure Security and User Access

Import/Export Solutions

Import/Export Data

Configure Entities (Tables), Fields (Columns), Forms, Views, Reports, and Processes.

Monitor System Jobs/Plugin Trace

To perform the above-mentioned operations, it would be easier if you have a System Administrator role, however, depending on your organizational policies, another role can be created with limited access (to some of these features).

Please note, some of the integrations (for example Dynamics 365 App for Outlook) need Global Admin privileges.

For on-premise admins, the Deployment Administrator role is also needed to import solutions having Plugin Assemblies registered in None (not isolated) mode.

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Community Member on at

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RE: Process to become admin of new customer

Thanks for the reply Wahaj

But first, where do you create the new user ? In your Azure AD ? It has a #EXT# mail is it okay ?

If the rights are in Azure AD and not in PowerPlatform, is there a difference ?

I am interested by the beginning too, when someone get in, when you onboard a new administrator outside of your company

Thanks so much for your time

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Wahaj Rashid 11,321 on at

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RE: Process to become admin of new customer

Yes, you have to create the user on AD first, actually, this can be done in the Office 365 Admin.

After creating the user a license must be assigned, once the user is synced with Dynamics 365, add the appropriate security role.

docs.microsoft.com/.../create-users-assign-online-security-roles

If the answer helps, please mark it as verified (Click 'Yes' under did this answer your question).

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