Thursday, August 30, 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.

1 comment:

  1. Thanks for breaking this down so clearly! Setting up the user relation in D365FO / AX 7 can sometimes be confusing for new admins, and your step-by-step guide makes it much easier to follow. Associating a User ID with a Person/Worker is crucial for workflows like journal approvals, and I appreciate the screenshots and navigation details you have shared. Super helpful for anyone managing user setups in Finance & Operations. Keep up the great content! Also, for gamers looking to optimize their tools, the rsl helper raid utility is worth checking out.

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