Allow non AD users to access Dynamics 365 HR and F&O

Allow non AD users to access Dynamics 365 HR and FO

Allow non AD users to access Dynamics 365 HR and F&O

Normally, When we need to access Dynamics 365 HR/ F&O environment then users should be part of Azure directory. This is created when ordering your license and is used for authentication. This AD is either stand-alone or synced with you OnPrem AD.

There might be situations where you need to add external users to your Dynamics 365 environment.

If the users are not part of Azure AD then the external users does not have Azure AD access.You do not want to add them to your organization since this might add security issues and sometimes licensing costs, and you might not be able to force them to get their own Azure AD tenant.

In this article, We will see how external users can access Dynamics 365 HR and F&O.

Step 1: We have to create a guest user in Azure AD. Normally this can be done by System admin who has all rights in Azure AD.

Login to portal.azure.com with your tenant

Go to Azure Active Directory > All Users > Create New Guest user

Step 2 : Add the users with Microsoft Account(eg * Yahoo.com)

image 36

Once the user account added by Admin then you will receive an email.

image 37

Once the invitation accepted then your account will be visible in Azure AD.

Step 3 : Add user to Dynamics 365 HR

Login as a Admin

Go to Users form

Click on import users > Select the guest user > Assign employee role

Assign Person Click on Save

image 38

Step 4 : Login with guest user in Dynamics 365 HR

image 39

I hope you like this article and If you have any questions then please contact me.

Parag Chapre

Parag Chapre is a Microsoft MVP in the fields of Dynamics 365 Finance & Operations, Human Resources, and Power Platform, recognized for his outstanding contributions to the Microsoft Dynamics community.

With over 15 years of hands-on expertise in various Microsoft Dynamics 365 areas, Parag has designed and delivered complex, innovative solutions for customers across industries and geographies. He has also provided leadership and technical guidance to project teams, managed offshore and onshore resources, and worked closely with Microsoft Product teams. Parag is passionate about sharing his knowledge and insights through his personal website, blog posts, articles, and community events. He is a member of the Microsoft Biz Apps Community Advisory Board, a Dynamics 365 Human Resource Community star, a Dynamics 365 Community contributor, and a Dynamics 365 Community Spotlight honoree.

Leave a Reply