How to assign Dynamics 365 security roles ?
Typically , it is easiest to identify an existing Dynamics 365 user account that has a similar role in your organization to the new user ( s ) and then match the existing user ’ s security roles .
1 . Click on the Setting gear on the right side of your navigation bar , then choose
Advanced Settings from the dropdown menu . 2 . Go to Settings | System | Security . 3 . Select Users to open your default users view . 4 . Click in the checkbox column to the left of the username . 5 . Click Manage Roles . 6 . Select one or more roles for the user ( s ), then click OK .
1 . Login to the Microsoft 365 Admin Center with an account that is a Global , License or
User admin . 2 . In the admin center , go to the Billing | Licenses page . 3 . Select the product you want to remove a license for ( Dynamics 365 Sales Enterprise
Edition or Dynamics 365 Team Members ). 4 . On the product details page , click the circle to the left of the user ’ s name . 5 . Select Unassign licenses , then Unassign .
How to remove a subscriber from an Azure AD group ?
1 . Login to the Microsoft 365 Admin Center with an account that is a Global , License or
User admin . 2 . In the admin center , expand Groups , and then click Active groups . 3 . Click Protech UX 365 Access Group to open the settings pane . 4 . On the Members tab , click View all and manage members in the Members section . 5 . Click the X next to all subscribers you want to remove from the group , then click Save changes .
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