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Customer experience | Sales, Customer Insights,...
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How do I create sub branch users with different email accounts

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Posted on by 37

I have a D365CRM instance to manage dealership contracts, the parent company (carrier) will own the account and each dealership users will have their own access. How do I setup powerplatform to allow new users with emails that are not the same as the parent account. I tried to sign up myself with a test gmail and microsoft rejected it saying I could not sign into the product using that type of email. Even though I added my test email account to the "guest" users. 

Scenario

Carrier (owners of the D365 account) has email domain of Carrer@dealerexpress.com

Dealer 1   ; John.smith@johnscustommotors.com

Dealer 2 . Jane.Doe@Janeshotcars.com

Dealer 3. Alex@sampledealer.com

each of these dealerships should have access to CRM, but only see their records of their business unit (branch). and as you can see they all have different email addresses. How would I make this work?

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  • Suggested answer
    PerezAguiar Profile Picture
    Microsoft Employee on at

    Hey Nathan.

    There are 2 steps here.  The first one is that the users from other domains need to be added on Azure, either as Guest users or as B2B Collab.  This is documented on https://docs.microsoft.com/en-us/power-platform/admin/invite-users-azure-active-directory-b2b-collaboration.  Basically, on both scenarios users receive an email invitation and they're prompted to configure their logn/pwd.  On your tenant, you'll see the users appear as   user_UsersDomain#EXT#@yourDomain.com  

    The best step by step guide I've seen is https://debajmecrm.com/set-up-external-user-azure-ad-guest-user-access-in-dynamics-365-cds-instance/.  

    Hope it helps!

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