Assign Dynamcs 365 and/or Business Central to AzureAD Guest Accounts

Question

I have one or two basic question(s).
Is it possible to assign Dynamics 365 licenses to AzureAD Guest Accounts?
Also as I understand, Business Central is an AddOn on Dynamics 365, the same question, can a azure AD external guest user get assigned a license, not necessarily within the Guest tenant. If he can use a license assigned in his e.g. home-tenant, but he uses it in the guest tenant I'd be fine too.
What I want to avoid is that my users to get full users accounts in the guest tenant.
I found this post https://debajmecrm.com/set-up-external-user-azure-ad-guest-user-access-in-dynamics-365-cds-instance/ - is that a valid approach, and would it also apply for Business Central too?

At least technically it seems to be possible, are there eventually any limitations in terms of roles such an user can use in D365 or BC?

kind regards,
Dieter Tontsch

<ps. i didn''t find an CRM or BC tags, so that's why I tagged wi AzureAD related.

Answer 1

Hi @Anonymous ,

Thanks for reaching out. I understand you are looking to assign dynamic 365 or business central licenses to Azure AD Guest Users.

First let me clarify, Dynamics 365 Business Central and Dynamics 365 CRM are two separate products that must be purchased individually. While they seem to have similar capabilities in some areas, each excels in the particular purpose for which it was designed.

Microsoft Dynamics 365 evolves Microsoft’s current Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) cloud solutions into one cloud service to
manage specific business functions and can independently deployed.

Whereas, Dynamics 365 Business Central is Microsoft’s comprehensive ERP and CRM solution designed for small and midsize businesses.

For your queries,
Is it possible to assign Dynamics 365 licenses to AzureAD Guest Accounts?

Yes, you can invite guest users to collaborate with your organization and assign the Dynamic 365 licenses. Although guest users have their own limitations and can't have all the access as member users.

can a azure AD external guest user get assigned a license, not necessarily within the Guest tenant. If he can use a license assigned in his e.g. home-tenant, but he uses it in the guest tenant I'd be fine too.

The license assigned to user in their home tenant cannot be used in the guest tenant. The external user created in AAD needs to be assigned a Dynamics 365 valid licenses in different tenant.

are there eventually any limitations in terms of roles such an user can use in D365 or BC?

Security roles need to assign to the guest users to access Dynamics 365 instances in the dynamics 365 advance settings.

Reference: https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/security-roles-privileges?view=op-9-1

Hope this will help.

Thanks,
Shweta

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Answer 2

Regarding the limitations, I found this post https://stackoverflow.com/questions/53447917/known-limitations-when-inviting-users-to-dynamics-365-using-azure-ad-b2b

• Unified Service Desk client
• Dynamics 365 App for Outlook
• Invited users cannot perform email activity using their own email address
• Office 365 Groups

I don't know what missing O365 Groups means, but I see that Email-Activity and D365 App for Outlook won't work. Taht's a big issue, is this still true?

kind regards,
Dieter