Manage users

  • 5 minutes

All users of Dynamics 365 Sales Professional need to have an account and be assigned to a security role. You need to have the global administrator role in Microsoft 365 and System Administrator role in Dynamics 365 Sales Professional to add and manage users.

Sales Professional Settings page with Manage users selected under Standard settings.

When creating a new user, you need to provide the following details:

  • First Name

  • Last Name

  • Display Name (required). The display name automatically populates based on the first name and last name, and can be changed.

  • Username (required). The user name must be a unique name. A domain name, which is usually the organization name, is appended to the username. For example: xyz@contoso.com

  • User email address

Security roles control a user's access to data through a set of access levels and privileges. Dynamics 365 Sales Professional provides a default set of security roles:

  • Sales Professional

  • Sales Professional Manager

  • System Administrator

  • System Customizer

For more information, see Add or manage users in Dynamics 365 Sales Professional.