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In a number of implementations, once D365 has gone live the activity of setting up users is a maintenance activity that will either go to a Support Administrator/ Security Administrator or potentially the System Administrator.


 


In a world where licensing is by Users, a large chunk of this activity will be setting up user as employees join and leave the company.


 


It is not uncommon to see the activity of setting up users involve placing them in 'User Groups' and 'Teams' to drive the solution.


 


Currently you have to navigate to 2 different places to do this in Org admin (for Teams) or System Administration (for User Groups).


The design of the User Group form means the columns cannot be filtered and searched as other places within the system. This makes is very difficult when the number of users in Dynamics is a lot, as the administrator will have to scroll down the whole list of find the relevant users.


 


The idea is to provide a one-stop area for who ever sets up users to do all the actions as required.


 


It would be a good idea to provide the 2 options next to 'Person' and 'Enabled' flags on the 'User details' fast tab:



  1. User Group - This should allow multi-select of any number of user groups that's been defined.

  2. Team  - This should allow multi-select of any number of teams defined. But as a requirement a 'Person' must already have been saved to the user record, if the 'Team type' demands a worker is already connected.


 


 

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Comments

K

The current menu points to both User Groups and Teams do  not need to be removed to do this. They can still be retained as they currently are in the system.

Category: System administration