Exercise 1: Creating users and Assigning security roles

Scenario - In this exercise, we will create two new users and assign security roles to them. One will be manually entered, and one will be imported from the Azure Active directory.

The HR department of USMF has requested access to Finance and Operations apps for a newly hired employee as an Accounts payable clerk. As a system administrator, you need to create a new user ID for the employee in Finance and Operations, assign USMF as their default company, and associate the Accounts payable clerk. The active directory user account has already been created as part of the onboarding process.

You also need to import a new employee into Finance and Operations apps and assign the default company to USMF and associate Accounts receivable clerk.

Instructions

1. Select Modules from the left navigation bar.

2. In the System administration module, go to Users > Users.

3. Select + New and then enter the data as follows:

   • In the User ID field, enter DynUser3

   • In the User name field, enter Dynamics 365 User 3

   • In the Email field, enter DynUser3@contosoax7.onmicrosoft.com.

   • In the Company field, select USMF.

4. Select + Assign roles.

   • In the list, find and select Account payable clerk.

   • Select OK.

5. Select Save.

6. Close the page.