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Microsoft Dynamics CRM (Archived)

Creating an Application User

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Posted on by Microsoft Employee

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?

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Creating an Application User

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

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Creating an Application User

    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).

  • Verified answer
    Kalpavruksh D365 CoE Profile Picture
    Kalpavruksh D365 CoE 2,545 on at
    RE: Creating an Application User
    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.

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