Problem setting up new internal CRM user

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Posted on by NickPalmer

Hi,

We are using the Dynamics 365 Customer Service Hub and 365 Portal. I've succeeded in setting those up (I think) and I'm able to login and access both sites (apps I guess) with no issues.

I'm trying to setup another internal domain user so they can access the Customer Service Hub and 365 Portal apps.

In our Office admin site I've applied a Dynamics 365 license to the new user who I want to be able to access the apps - the same license I applied to my account.

I'm not sure what else I need to do to allow them to access the Customer Service Hub and 365 Portal apps?

When they click on the generic 365 Dynamics link - home.dynamics.com/ they don't see the Customer Service Hub and 365 Portal apps I see.

When they click on the link that I use to access the apps - acme.crm.dynamics.com/main.aspx they get a spinning wheel for a while then it shows

"We are experiencing some errors while trying to load the application"

Besides applying a license for their Azure AD account, what else do I need to do?

Thanks in advance,

Nick

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Purchase / License / Trials / Quotas

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Juneidi 105 on at

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RE: Problem setting up new internal CRM user

Hi Nick,

I don't know after you applied the user license on Office admin Portal. Have you assign the security role to this new internal user ?

Maybe you can check the security for this new Internal User.

Hope it help.

Best Regards,

June

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NickPalmer 20 on at

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RE: Problem setting up new internal CRM user

Thanks June. I don't think I did this step. How do I get to this screen?

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Juneidi 105 on at

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RE: Problem setting up new internal CRM user

Hi Nick,

You can refer to this link:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/create-users-assign-online-security-roles

1. Navigate to Advance Setting if you're using the Unified Interface.

2. Navigate to Security Sub-Area.

3. And Select the User.

Hope it help.

Best Regards,

June

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NickPalmer 20 on at

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RE: Problem setting up new internal CRM user

Hi June,

Great thanks that's just what I was looking for.

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