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Managing users (04:03)

  • Dynamics 365 Advanced Settings area, Platform Settings area
  • Administrators
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Users are people that can log into the platform. Users are added by providing a valid license from the Office 365 Admin Portal.

If the user has a license for Power Apps, Project Plan 1, 3, or 5, Power Automate, or any Dynamics 365 license they will be added to the enabled users list. You can access the users list by going to the Gear and choosing Advanced Settings, Security, and then Users. If you try to add a new user from here, you will get a message as shown below, that states you need to add and license the user from the Office 365 admin portal.

Bookable Resources

Bookable resources are resources that can be assigned to tasks in the Schedule. Resources need to be added manually to the Bookable Resources table, which can be found in the Settings or Resources area. Resource types describe who or what the resource is and how the resource relates to your organisation. The platform supports three resource types.

  • A Named resource is a person in your organisation that already has access to the platform. A lookup to the user is provided if you choose this option.
  • Generic resource types can be used for generic roles, such as Project Manager, Business Analyst, etc.
  • External resources are used if the resource is not a member of your organisation.

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