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Microsoft Dynamics CRM (Archived)

Creating an Application User

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I'm trying to create an Application User In Dynamics 365 CRM.

To do so I go to Navigate to Settings | Security | Users and switch to Application Users view. 

Then I click New

Now here's where the problems start.

Based on all the information I can find I should have the option to switch to the "USER: APPLICATION USER" form. But that is not an option. And on the form that does show up, I am unable to edit any of the fields.

My logged in user has the System Administrator Roll so I wouldn't think it's a permissions issue.

Are there some other steps I should be doing?

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  • Verified answer
    Kalpavruksh D365 CoE Profile Picture
    2,545 on at
    Hi,

    Can you please check Application user form is active or not? If not please select the form and select Activate button.

    Steps:
    D365 -> Settings Area -> customization -> select user entity -> select forms -> change the view to all forms.

    Also, kindly check the form based security privileges. Form should visible to the System administrator role.

    Steps: 
    Select the form -> security role button at the top. 
    If found useful, kindly mark this answer as a verified answer.
  • Community Member Profile Picture
    on at

    In poking around yesterday I did discover that the form was inactive. I have activated it but it still is not there for me to select. I just double checked the form security roles and it does appear that form should be visible to everyone (including system administrator).

  • Community Member Profile Picture
    on at

    So I just changed the form security from "everyone" to just System Administrator and now it shows up for me.

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