Thursday, 30 August 2018

Setup user relation in Dynamics 365FO / AX 7

How to associate a Person/Worker with a User ID in Dynamics 365
In Microsoft Dynamic AX 2012, a user ID must be associated with a worker to complete task such as approving a journal entry. Similarly, Dynamic 365 will have a user ID associated with a person. After the person is added, do the following steps to associate a User ID with a person.
  • Navigate to: System Administration > Users > Users
  • Find the user ID that needs an associated person. Click the hyperlink user ID.



  • User 'Person' locate the name and click select.

















  • Click 'Save' to save your changes.


  • The user ID is now associated with a person.
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1 comment:

  1. Shelly Luna5 November 2024 at 21:09

    Fantastic tutorial! Setting up user relations in Dynamics 365FO can be tricky, but your guide simplifies the entire process. I'll be using Golangci-Lint to make sure I’m managing user roles more efficiently!

    ReplyDelete

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