Import users from Azure AD in Dynamics 365 F&O or HR


In today’s article, we will see how to import users from the Azure active directory. This can be done manually or in batch recurrence.

Import select users manually

  • User will be imported with the current session company as their default company. Change current company if applicable before importing users.
  • Go to System administration > Users > Users.
  • Click on Import users and select the users that should be imported and select Import users.

Import select users automatically

This procedure can be used by system administrators to import a large number of users from Azure Active Directory. Note that it is not possible to select users when using the Batch Import option.

  • User will be imported with the current session company as their default company. Change current company if applicable before importing users.
  • Go to System administration > Users > Users.
  • Click Batch import.

Expand the Run in the background section.

Batch processing: Select Yes in the field

Recurrence

Click the “Recurrence” button to set a recurrence. This recurrence form enables you to:

  • Set the start date and time
  • End the job after either a number of runs or after a certain date. If you want the job to run in perpetuity you can select the “No end date” option.
  • In the “Recurrence Pattern” section you can set how often the job should run. Depending on if you select Minutes, Hours, Days, Weeks, Months, or Years, you will get different parameter options on the right side of the form to help you get the recurrence you are looking for.
  • Once you’ve got the recurrence set click “OK”.

Alerts:

Next, click the “Alerts” button next to the recurrence button on the batch job form. You can set up alerts for different events related to the batch jobs by clicking the “Alerts” button. Select the events for which you would like to see an alert. You can have emails sent to you if you enable the email slider. To get the notification alert select the “Show pop-ups” option. This will display the alert in the notification center.

Batch group: Enter or select a value. This is an optional step

Private: Select Yes value. This is an optional step.

Critical job: Select Yes value. This is an optional step.

Monitoring category:  select an option from the dropdown.

Click OK to create a batch job

Now, you can monitor the progress of the batch job by navigating to System Administration > Batch jobs > Batch jobs

Note: After the import is completed, it will be required to assign roles to users.

If you like this article, feel free to share it with others who might find it helpful! If you have any questions, feel free to reach out to me.

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