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We have just set up our Dynamics Pro Edition sandbox and have engaged a contractor to help us import data from Salesforce. How do we grant them access to the Sandbox? Do they need a full user license? Or are sandbox licenses handled differently?
Hi Daniel, thanks, this is very helpful.
Hey!
This will depend on different factors. If you're setting up Dynamics 365 CRM, Business Central or Finance/SCM, the way to achieve this might be different. Another important thing to take into consideration is to verify if the contractor is a Microsoft Partner.
- For example on CRM, partners can request a "Delegated admin" access as documented on https://docs.microsoft.com/en-us/power-platform/admin/for-partners-delegated-administrator. This way the partner/Contractor will be able to perform administrative tasks on the CRM. There's a similar procedure for Business Central https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/administration/delegated-admin
However if the contractor is not a partner, you might need to create a specific user for them. Depending on the type of work they are going to do you can either assign a license or provide an administrative access (Dynamics 365 Service Administrator or Power Platform Administrator roles). This administrative access doesn't require a license but users can only perform certain activities as documented on https://docs.microsoft.com/en-us/power-platform/admin/global-service-administrators-can-administer-without-license
Regards
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