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Add additional user accounts to Dynamics 365 Guides

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

Add a new user

  1. Open the Microsoft 365 admin center.

  2. In the left pane, select Users, and then select Active users.

  3. On the Active users page, select Add a user.

    Add a user command.

  4. On the Set up the basics page, fill in the information for the new user. When you've finished, select Next.

    Set up the basics page.

    Note

    By default, a password is automatically generated for new user accounts. Users must change this password the first time that they sign in by using their new account. If you want to set a permanent password instead of using an automatically generated password, select the Let me create the password option, and clear the Require this user to change their password when they first sign in check box.

  5. On the Assign product licenses page, select the location for the user, and then, under Licenses, select the Dynamics 365 Guides check box. When you've finished, select Next.

    Assign product licenses page.

  6. On the Optional settings page, leave the User (no administrator access) check box selected unless the user will be an admin. In that case, select the Global administrator check box.

    Optional settings page.

  7. Scroll down, expand the Profile info section, and fill in the user's profile information. When you've finished, select Next.

    Profile info section.

  8. Review the information on the last page. To make changes, select the Edit button below the relevant sections. When you've finished, select Finish adding.

    Review page with Edit buttons.

  9. If you selected the Auto-generate password option in step 4, make a note of the password. The user will need this password to sign in.

    Automatically generated password.

  10. Select Close.

After you add user accounts, the next step is to assign the Author, Operator, or Admin user role for the solution. For more information, see Assign user roles.

Assign a Dynamics 365 Guides license to an existing user

  1. Open the Microsoft 365 admin center.

  2. In the left pane, select Users, and then select Active users.

  3. Select the More actions (...) button for the user that you want to assign a license to, and then select Manage product licenses.

    Select Manage product licenses.

  4. In the dialog box that appears, on the Licenses and Apps tab, select the Dynamics 365 Guides check box. Then, under Apps, make sure that the Common Data Service, Dynamics 365 Guides, and PowerApps for Guides check boxes are selected.

    Verify check boxes.

  5. Select Save changes.

Add a guest user

Anyone who is not part of your organization, but has an Azure Active Directory account, can be added as a guest by a global admin. The user can then access Dynamics 365 Guides content in your organization as an operator. Learn about adding a guest user in Dynamics 365 Guides

What's next?