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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Add users to D365 onli...
Customer experience | Sales, Customer Insights,...
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Add users to D365 online through SSIS

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Posted on by samalex1701 262

We're moving from CRM v8 on prem to v9 online, and currently I have an SSIS Process to sync our users to Active Directory into CRM (systemuser) and assign appropriate roles/teams based on their title/department or the AD groups they're in.  Works VERY well and has for years... I'm a bit confused once we move online how this process will change.  Our company does use Microsoft Azure AD which syncs to our on prem AD, so will our AD users already be in D365 once we move online where I only need to assign roles and teams?  Or do I still need to add them?  Currently we use CozyRoc to create the appropriate records which again works very well, but I'm trying to see how this will work once we move online.  

Thanks for feedback and advise.  

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  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar Microsoft Employee on at
    RE: Add users to D365 online through SSIS

    Hey!

    in Online, for users to synchronize they need to meet 4 conditions:

    - they need to exist in AzureAD. This means that the user login should be done with username@domain.com and not in the form domain\username, and with the password for the AzureAD
    - They need to be enabled in AzureAD.
    - They need a valid license. This means either a Dynamics license, or a PowerAutomate, PowerApps, etc license.
    - If the environment has a security group associated, the users need to be part of the security group.

    If your users meet these conditions, they're automatically "Created" (Synchronized) to the Online environment.

    In order to login, they would also need a security role assigned. Security roles can be assigned directly to them, or through a Team within Dynamics.  Once the users are added to the team, they will inherit the role.

    Regards

  • Suggested answer
    Ragnar Hilmarsson Profile Picture
    Ragnar Hilmarsson 3,427 on at
    RE: Add users to D365 online through SSIS

    Hi

    appsource.microsoft.com/.../arango.arangoum

    We have solution for you  .

  • samalex1701 Profile Picture
    samalex1701 262 on at
    RE: Add users to D365 online through SSIS

    Great reply, thanks ...  also since we're migrating our on prem organization to online, how would the existing users tie to the AzureAD users?  Example MyDomain/User1 now would be User1@mydomain.com -- but they need to keep the same SystemUser record so everything owned by them stays that way.  When we add an existing organization we get the option to map existing users, will this be something we're asked once we go online?  I can provide it a file to map the users accordingly on prem anyway, so is this something we'll need to do online as well to map the AzureAD users to the existing CRM users in SystemUser?

    My current user import process does set license plus roles and teams, so I hoped this would work as it does now as long as new users are added automatically.  Just trying to wrap my head around this all before we jump in, which will be in a few weeks.

  • samalex1701 Profile Picture
    samalex1701 262 on at
    RE: Add users to D365 online through SSIS

    I'm not looking for a new solution, rather just doing some due diligence to improve the process we already have.  I built a robust SSIS process to add users and modify new/existing user roles/teams/licenses/info in CRM/D365 based on various items in Active Directory (title, department, AD Group, etc), and it works very well... not hard to build to be honest. Just trying to determine how best to modify it so it works once we move to online.  

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