Users and Teams Archives - Aric Levin's Digital Transformation Blog http://aric.isite.dev/tag/users-and-teams/ Microsoft Dynamics 365, Power Platform and Azure Thu, 12 May 2022 03:23:26 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.3 New Dataverse functionality in creation of App Users http://aric.isite.dev/dynamics/post/https-www-ariclevin-com-powerapps-post-dataverse-app-users-ppac/ Tue, 08 Jun 2021 07:22:00 +0000 https://aric.isite.dev/index.php/2021/06/08/new-dataverse-functionality-in-creation-of-app-users/ In late 2019, I wrote a blog article on how to configure oAuth authentication for Dataverse by creating an App Registration record in Azure, and the configuring the App Registration/User account in your Dataverse environment so that it can be consumed as an Application User or Service Principal.

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In late 2019, I wrote a blog article on how to configure oAuth authentication for Dataverse by creating an App Registration record in Azure, and the configuring the App Registration/User account in your Dataverse environment so that it can be consumed as an Application User or Service Principal. The link to that article is shown below:

https://www.ariclevin.com/Azure/Post/configuring-oauth-cds

In recent weeks, I had to do that same for an additional user, but while going through the logic of implementing this, I notices some changes.

After the creation of the User account and the registration of the App in AD, when I went to create the account in my Dataverse environment. The username, full name (first and last names) and the email addresses were locked. The only setting that I was able to enter was the Client Id.

Dataverse - New Application User - Classic Interface

I even tried using God Mode so that I can enter my own User Name (for the AD account) that I specified, but when I saved the new Application User, the User Name would store whatever name was entered in the App Registration record.

This change was implemented a few months back, as Microsoft was trying to simplify the creation of App Users, so that the user can be created only be entering the Client Id. After the user account has been created we are able to modify the email address, first and last name, but the name (domain name) and the last name cannot be changed. The last name seems to be configured to what is stored in AAD as the App Registration name. Might need to play around with this a little, but if you have access to AAD, you should created this in the right way

I asked around a little bit, and it seems like a few days ago there has been a change in Microsoft Docs on how applications user should be created. The link is provided below:

https://docs.microsoft.com/en-us/power-platform/admin/manage-application-users

The new changes are that now Application Users can be created right for the Power Platform Admin Center. As a prerequisite we have to register the App in Azure Active Directory, but once the app is registered, we can add in directly by following the steps below.

Navigate to Power Platform Admin Center, select the environment, click settings, and under Users + permissions select Applications Users as shown in the image below

Dataverse - PPAC - User and Permissions - App Users

In the Application Users settings you will see a list of all the App Users that are currently configured for your dataverse environment. Click on the Command bar New app user button as shown below:

Dataverse - PPAC - Environments - Settings - New App User

This will pop up a panel where you can start creating the new App User account. Under neither the App label, click on the App an app link:

Dataverse - PPAC - New App User - Add an existing App

This will pop up an additional panel which will show all of the apps that are registered in Azure Active Directory. Select the Microsoft Dynamics CRM (Dataverse) app registration that you previously configured, and click on the Add button

Dataverse - PPAC - Select app from Azure Active Directory

Once the app registration is added, we will need to select the Business Unit and to add the security roles. Click on the pencil icon next to Security role, which will pop up an additional panel showing the list of available security roles. Select one or more roles that need to be assigned to this user, as shown below:

Dataverse - PPAC - Add App User - Select Security Roles

The final page is shown below. Click on the create button to create the app user in your Dataverse instance, and it can be used after that.
Dataverse - PPAC - Create App User - Create

This is a great step moving forward, but I still wish the User account details could be set on the creation of the App User to an actual AAD user.

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Stub Users Reviewed http://aric.isite.dev/dynamics/post/stub-users-reviewed/ Sun, 28 Jan 2018 08:07:00 +0000 https://aric.isite.dev/index.php/2018/01/28/stub-users-reviewed/ I have encountered many engagements in which the client needed to migrate data from other systems which had users that were not longer within the organization, and those users did not require access to Dynamics 365, but the client wanted to keep track of who the original owners or users that created the records were.

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I have encountered many engagements in which the client needed to migrate data from other systems which had users that were not longer within the organization, and those users did not require access to Dynamics 365, but the client wanted to keep track of who the original owners or users that created the records were.

Microsoft Dynamics provides the ability to create Stub Users. Stub users are user records that are created in Dynamics CRM. These records are designed for users that do not exist in CRM, but can be referenced during an import process. The user accounts cannot be logged into the system, and modifications to the user records are not possible either.

Stub users can only be created using the Create or Create Requests methods of the SDK (or using an import tool such as SSIS with Kingswaysoft).

Stub users are different from interactive users and disabled users. The following table shows the difference between the users types:

User Type Full Licensed User Non-Interactive User Office 365 Synchronized User Stub User
Access Mode Full Non-Interactive Full N/A
CRM Licensed Yes N/A No No
Synchronized Yes Yes Yes No
Visible in Admin Portal Yes Yes Yes No
Has an Organization Id Yes Yes Yes No
Enabled in CRM Yes Yes No No
Has Access to CRM API Yes Yes No No
Has Access to CRM UI Yes No No No
Can be created using CRM Only in On-Prem Yes No No
Can be created using
Import Process
Yes No No Yes
Can be created usin API Yes Yes Yes Yes

Stub users are different from regular disabled users in the sense the disabled users can consume a license, and disabled users can still be a part of Office 365 or Active Directory.
When migrating users, the users should be originally created in the target environment (whether Online or On-Premise), and only then the migration should occur.

Another import thing to note, is that when stub users are created, they are automatically assigned the SalesPerson security role, and that security role cannot be altered. If you need to provide these users other permissions, you will need to modify the SalesPerson security role to have those permissions, and revoke them after your migration has been completed, as stub user records cannot be modified in any way after they are created.

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