How to Create and Manage New Users in Dynamics 365 | Complete Setup Guide | enCloud9

Need help setting up new users or licenses in Dynamics 365? Book a walkthrough with enCloud9 today: 👉 https://outlook.office.com/bookwithme... Need to add a new user to Dynamics 365 Sales? This step-by-step guide walks system admins through the entire setup process—from licensing and group assignment to mailbox configuration and app access. ✔️ Create a new user in Microsoft 365 Admin Center ✔️ Assign Dynamics 365 and Office 365 licenses ✔️ Add users to security groups and environments ✔️ Assign security roles and app access ✔️ Configure and test the user's mailbox for email sync ✔️ Verify server-side synchronization and Outlook app deployment By the end of this video, you’ll know how to set up a fully functional user who’s ready to send emails, track appointments, and use the Dynamics 365 Outlook app—without delays or confusion. 📌 Timestamps: 0:00 – Introduction 0:09 – Overview of steps: license, group, environment, mailbox 0:31 – Add new user in Microsoft 365 Admin Center 1:29 – Add user to security group 2:10 – Assign Office 365 license 2:33 – Add user to environment in Power Platform Admin Center 3:03 – Assign security roles and app access 3:33 – Open mailbox settings 4:25 – Approve and configure mailbox 5:00 – Test and enable mailbox 5:44 – Confirm email, tasks, contacts, and appointments sync 6:03 – Outlook app deployment and final recap Need Implementation or Support for Dynamics 365? Contact enCloud9 → https://www.encloud9.com #Dynamics365 #CRM #Microsoft365 #UserManagement #SalesAutomation #PowerPlatform #AdminGuide #MailboxSync #enCloud9