Contents

Introduction Check Your Licenses in Microsoft 365 Assign New User to the Appropriate Group Assign Tamarac Security Roles More Information

 

Introduction

You or your IT department will use the Microsoft 365 Admin Center to create user accounts for every user who needs access to Dynamics 365 (online). The user account registers the user with Microsoft Online Services environment. In addition to registration with the online service, the user account must be assigned a license in order for the user to have access to the service.

Check Your Licenses in Microsoft 365

Before creating a new user, confirm the number of subscriptions available for Dynamics 365. If you need additional subscriptions, please contact your CRM Support team at TamaracSupport@envestnet.com. Your firm may be subject to additional license fees.

To check the number of licenses in Microsoft 365, follow these steps:

1. Log into Microsoft 365.

2. In the left navigation pane, expand Billing, then click Licenses. Here, you’ll receive a report of all the licenses: Valid, Expired, and Assigned. If there is a difference between Valid and Assigned, you have licenses available to assign.

3. If you do not have any licenses available to assign, please reach out to TamaracSupport@envestnet.com.

   Note

   Your firm may be subject to additional license fees.

Assign New User to the Appropriate Group

Once you’ve created the new user, make sure that user is in the appropriate group using the following steps:

1. In Microsoft 365, click Active Users.

2. Click the user to open.

3. Beside Group Membership, click Edit.

4. Add Dynamics CRM Online.

5. Click Close.

Assign Tamarac Security Roles

Once you’ve added the user to the appropriate group, you can log into Dynamics 365 and assign the appropriate Tamarac Security Roles.

To assign security roles to users in CRM, follow these steps:

1. In CRM, click ˅ to the right of Home.

2. Select Setup.

3. Under Security, select Users to view a list of Active CRM users.

4. Open the user you need to update and select Manage Security Roles.

5. Select the following required Tamarac Security Roles:

   • Tamarac User (Managed)

   • Tamarac Exchange Server-Side Sync (Managed)

   • Sales, Enterprise App Access

6. Optionally, select additional Tamarac Security Roles for elevated privileges. To review all roles and permissions, see Tamarac Security Roles.

More Information

Click here to learn more about Creating Users in Dynamics 365.