Assign licenses to individual users

Note

Azure Active Directory is now Microsoft Entra ID. Learn more.

To add users to Dynamics 365 Guides, first assign a Guides license to each new or existing user. Then, in the Power Platform admin center, configure the roles that the users will have access to (Author, Operator, or Admin).

To assign licenses and add users, you can use the Microsoft 365 admin center, Microsoft Entra ID, or Microsoft Entra security groups.

Note

We recommend using Microsoft Entra security groups to add users, assign licenses, and assign roles. This option makes it easier to organize and manage user roles. Guides roles can be inherited by any user added to the Entra security group. To use this option, see add licenses, users, and roles to Microsoft Entra security groups.

Prerequisites

• You must have an active Dynamics 365 Guides license.

• The Dynamics 365 Guides solution must be installed.

Assign licenses and add individual users

Choose how you want to assign licenses and users.

• Add users and assign licenses with Microsoft 365 admin center

• Add users and assign licenses with Microsoft Entra ID

Important

Regardless of how you assign licenses, make sure each user or group is assigned Dynamics 365 Guides, Common Data Service, and PowerApps for Guides.

Next steps

• Assign the Guides security roles to each user