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Permission Sets and User Groups In Dynamics 365
PERMISSION SETS
Permission sets are used in conjunction with User Groups to control what data
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Import User Into Dynamics 365
TO IMPORT A USER INTO DYNAMICS 365
Assign a Dynamics 365 license to the user through the O
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Approval Sets In Dynamics 365
APPROVAL SETUP
Go to "Approval User Setup" in Dynamics by searching for this in the search b
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Extras In Dynamics 365
HOW TO FIND A COMPANY CODE
Go to account schedules -> All codes listed there.
EX
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Removing Users From Dynamics 365
REMOVING USERS FROM DYNAMICS 365
Remove permissions in Dynamics 365 for the selected user. This
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Changing User Company
Sometimes there may be a need to change the user company that a user sees upon sign in.
In the s
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Adding Budget Permissions To A Department
BUDGET PERMISSIONS
Budget Permissions are used to allow only specific departments to see the
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Dynamics Upgrades and Permission Sets
Sometimes, after a Business Central / Dynamics upgrade the permissions can go a little wonky. As AMS
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Continia Dashboard Disappearing
Have users hold the SHIFT key and click refresh, which will clear their cache and refresh the vie
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Certificate Errors for Invoices
Occasionally, we receive errors when staff click on the notifications from Business Central that the