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Dynamics 365 – User Permissions

Users don’t log in Dynamics 365 if they don’t have at least one role assigned

Enter Dynamics – Advanced Settings – Security – Users
Select the user with the flag on the left: at the top “Manage roles” button

Roles

  • System administrator (the user who can do everything)
  • Dynamics 365 App for Outlook user
  • Sales Professionale Manager