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Permission to access instance in dynamics 365

Posted on by 1,075

Hello Community Experts,

I just created a sandbox, how do i give access to other users by assigning permissions?

Kindly guide,

Best Regards,

Sumaira Noor

  • Verified answer
    meelamri Profile Picture
    meelamri 13,204 User Group Leader on at
    RE: Permission to access instance in dynamics 365

    Hi,

    Also, you can set up user's access within the CRM by managing user's security roles. In fact, A user with no security role can't access to your instance.

    https://docs.microsoft.com/en-us/power-platform/admin/create-users-assign-online-security-roles

    https://crmbook.powerobjects.com/system-administration/business-administration/security-roles/

  • Verified answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: Permission to access instance in dynamics 365

    Hi Sumaira,

    You do not need give access to other users, they can directly access the new sandbox environment.

    If a user has a D365 license and can access the organization's original environment, then this user can access your newly created environment, and you do not need to assign permissions to him again.

    ---------------------------------

    The user's access to the environment is determined by the security group.

    By default, the security group of each environment is "Not assigned", which means that all licensed users can access this environment.

    pastedimage1584433073565v2.png

    If you want to allow only some users to access this environment, then you need to choose a security group for this environment. The effect is that only users belonging to this security group have permission to access this environment, and users who do not belong to this security group cannot access it.

    pastedimage1584433249805v3.png

    For more information about security groups, please refer to this document: https://docs.microsoft.com/en-us/power-platform/admin/control-user-access

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