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New user.. how do you access Dynamics as a guest user in tenant?

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Posted on by CM42

We are trying to setup a dynamics environment and invite some devs as guests to our tenant but for the life of me I cannot figure out what I should be seeing or what they should be seeing since I've never used dynamics. We are using the finance, supply chain, and field service modules. I invited my external account as a guest to test and while I can access the tenant I am basically seeing a blank myapplications portal. If I close out and try logging into office.com I get my own 365 account and no reference or way I see to change to the company portal. If i look in azure my guest account has all 3 licenses assigned. So i guess my question is 2 fold. How does a guest user login and see the company tenant information instead of their own and how do I access the dynamics stuff or is it even something that shows up in the apps list? After a lot of poking around I did find a URL that looks like randomid.crm.dynamics.com that takes me to power apps. Is this what I'm looking for? I suspect not and it also says its a legacy app. If so its somewhat annoying as a guest since I can directly go to the URL but if i hit the apps menu it takes me back to my own account.

Sorry for the rambling and thanks for any help!

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Nya 29,060 on at

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RE: New user.. how do you access Dynamics as a guest user in tenant?

Hi,

You can create(invite) a guest user in Microsoft Azure first.

How to create / invite a guest user and assign license to the user:

(+) Dynamics 365 Customer Engagement: Inviting guest users with Azure Active Directory B2B collaboration - Project Service Automation Community

After the guest user accepted the invitation, go to Advanced Settings > Settings > Security > User in your dynamics application.

Click the guest user from the list of users and click the “MANAGE ROLES” button in the top of the UI to assign a security role to the user according to your request.

Click the “MANAGE ROLES” button in the following image to grant the privileges to the security role of accessing the application.

After setting these steps, the guest user can access the application you’d like to test.

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya

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CM42 5 on at

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RE: New user.. how do you access Dynamics as a guest user in tenant?

Thanks I had already seen and done everything I could in the article you linked. The extra screenshots help some as well and show me what i should be looking for but I am a true newbie as this and have no idea how to get to the screen in the 2nd screenshot that shows the Dynamics 365 settings. We also don't have any apps built yet this is so we can grant the dev's access to create one using the 3 modules listed. I am even trying to as a nonguest to see what I see.

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Nya 29,060 on at

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RE: New user.. how do you access Dynamics as a guest user in tenant?

Hi,

The 2^nd screenshot can be achieved by the entrance in the following screenshot. It exists in the same position of any applications and since you haven’t built any apps, you can find it in Power Apps. https://make.powerapps.com/environments/

To know more about Model-driven apps, please refer to the following documentation:

Power Apps model-driven apps documentation - Power Apps | Microsoft Docs

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya

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