Saturday, May 26, 2018

How to add new/another user in your D-365 VM (Update 11)






The benefits of other users: this is useful for testing the standard and customized role and workflow scenario (where 2nd user, as a requester and 1st user, as an approver)

Note: Internet must be working during this process.

In my scenario:

I have two different email Id – 1st XXX@outlook.com (will use for as an admin user) and 2nd XXX@hotmail.com (will use for as a normal user)

1st I have registered XXX@outlook.com account, hence it will update as an admin account D3655 VM environment.





After successfully registered, login d365 through XXX@outlook.com – email id (as an admin)




XXX@outlook.com is shown as admin user id, it means this user has full D-365 permission.



2nd/Next steps to add another (XXX@hotmail.com) user id/account.

Create worker with a logical name, this work id will be added in user id later. (User id mapping needed to create the purchase requisition)


Create the workers



Go to users à click new



And update the following information:




Fields details:


User id and nameà as per your wish
Providerà live.com (default and do not change)
Emailà XXX@hotmail.com (active email id)
Telemetry idà only view purpose
Personà Select the newly created worker
Rolesà as per your wish and requirement



I have added below roles to XXX@hotmail.com user.




First sign-out from XXX@outlook.com admin user, therefor login through XXX@hotmail.com user id.



D365-Forms/menus/ modules are visible according to the assigned role of the user (XXX@hotmail.com)



Note: I have added XXX@gmail.com, however, it didn’t work, hence use only MS related (such as outlook, Hotmail etc.) active email accounts only.






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