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Associating a Person/Worker with a User ID in Dynamics 365


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How to associate a Person/Worker with a User ID in Dynamics 365

In Microsoft Dynamic AX 2012, a user ID must be associated with a worker to complete task such as approving a journal entry. Similarly, Dynamic 365 will have a user ID associated with a person. After the person is added, do the following steps to associate a User ID with a person.

  • Navigate to: System Administration > Users > Users
  • Find the user ID that needs an associated person. Click the hyperlink user ID.

  • User 'Person' locate the name and click select.

  • Click 'Save' to save your changes.

  • The user ID is now associated with a person.

 

 

 

This article was written by Li Thach, Consultant for Tridea Partners. Tridea Partners is a leading Microsoft Dynamics provider.

2 Responses to “Associating a Person/Worker with a User ID in Dynamics 365”

  1. Neil says:

    Hello

    If you delete a user before removing the person record, upon re-importing the user the person record is still linked to the old account and you cannot select it again. Is there any way around this?

    Thanks

    Neil

    • Open the user record and click Maintain versions
      In the Maintain versions form, you can remove the relation between the user and the worker
      When you refresh the User record, the Person field will be blank and can be re-related with a different worker record

      Please email [email protected] for more information. Thank you