Finance | Project Operations, Human Resources, ...

Setting up Users

(0) Share

Report

Posted on by Dosima

I am using Dynamics 365 Finance and Operation, and looking for the best way to set up users in the system. I do not need the whole HR requirements, just the basics to access the system - only Employees/Contractors Jobs, Grades, Dimensions, Managers, and have the ability to set up roles based on their jobs. Could you advise best way to go about this. I don't think I am following the right order of creation. Any information on automating or workflows would be helpful

Thanks

Dosima,

I have the same question (0)

All responses (5)

Answers (0)

Suggested answer

SouravDam 11,730 on at

Like (0)

Report

Hello Dosima,

Ask any person who has "System Admin" rights assigned. He/she can help you setting up users in D365.

Go to System administration (module) > Users > Then click on Users.

If the user is not available in the form; then you can import the user by clicking on Import users.

Now when the user is available in this form; open the user details by clicking on the "User ID".

System will take you inside this form for this user. Here you can add below details.

--- Company
--- Person
--- Enabled (Yes)
--- Assign roles (which will be related to Human Resource)

Let us know if you are looking for any additional information on how to set the users in D365 for HR.

Best regards,
Sourav Dam

Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

Was this reply helpful? Yes No
qianwang 7,168 on at

Like (0)

Report

Hi Dosima,

Ask your system administrator to assign you the duty 'Maintain security settings'. You can then set up users like Sourav Dam said above.

Regards,

QianQW

Was this reply helpful? Yes No
Dosima 25 on at

Like (0)

Report

Hi Sourav,

Thanks for the reply,

I understand how to set the user up via System Admin, however using the Human Resource tab, is there a way to logically set up positions and jobs which link to a user. The User in System Admin needs a person record attached which I know how to link, but this is also very manual. You then have to create a new worker from scratch, unless there is a way of importin data.

Do you create new jobs first, then positions, then users? or can you create users, line managers and jobs only.

Thanks

Was this reply helpful? Yes No
Suggested answer

SouravDam 11,730 on at

Like (0)

Report

Hello Dosima,

Do the following.

--- Create the Titles first in HR module.

--- Create Jobs after that and assign the "Titles" there.

--- Create Workers record.

--- Then create Positions and assign "Titles", "Jobs", "Worker" and other relevant details like "Department" and "Report to position".

To avoid manual effort; you can use Open in Excel or Data management to upload all these records in the ERP.

All users must be associated with a license and will be part of Azure active directory. When an user is associated with a license, they are automatically added as System users who have no roles assigned when first time they sign in.

If the users are not available in the Users form, then you can click on Import Users tab to import the selective users.

Kindly let us know if you have any further query or concern.

Best regards,
Sourav Dam

Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

Was this reply helpful? Yes No
Suggested answer

SouravDam 11,730 on at

Like (0)

Report

Hello Dosima,

Kindly update us on this thread.

Best regards,
Sourav Dam

Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

Was this reply helpful? Yes No