Summary: This article takes you through the available options for giving your chosen Microsoft partner access to Dynamics 365
Article Type: Information / How To
Related Product(s): This article relates to the following products:

  • Microsoft Dynamics 365
Related Articles:

Giving a Microsoft Partner access to Dynamics 365 – know your options

You’ve lined up your chosen supplier and are good to go. However, they’ll need access to your system so implementation can be as painless as possible. But what are your options?

We’ll look at the pros and cons of two options for giving a Microsoft Partner access to your Dynamics 365 system – Delegated Administrator and Administrative Access – enabling you to make the right choice for your company.

1. Delegated Administrator

(Microsoft’s article on this topic can be found here)

What is Delegated Admin?

Delegated Administrator allows partners to gain access to Dynamics 365 or Office 365 Portal without a licence.

Who can provide Delegated Admin?

CRM partners can be authorised as Delegated Admins in a number of ways:

  1. A partner can offer the customer to become a Delegated Admin for their account by sending a link to the Delegated Admin offer. The customer will need to accept and sign in with their Office 365/Microsoft Dynamics CRM Online credentials.
  2. A partner can send the customer a purchase offer link with Delegated Admin selected as part of the offer. The customer will need to sign up for the offer and accept it.

Pros and Cons of Delegated Admin?

Delegated Admin has the system administrator role in the Dynamics 365. This allows them to own records, complete customisations etc. However, there are some restrictions, they:

  • Cannot be linked to your Outlook client
  • Cannot have an image in the CRM system
  • Are unable to change the access mode of other users

2. Administrative access

(Microsoft’s article on this topic can be found here)

What is Administrative Access?

Admin Access helps you administer Dynamics 365 (online). You can assign users to manage Dynamics 365 at the tenant level without having to assign the more powerful Office 365 global admin privileges.

Users with the Dynamics 365 (online) Admin role can:

  • Sign in to and manage multiple Dynamics 365 (online) instances.
  • Perform admin functions in Dynamics 365

Who can provide Admin Access?

Global Office 365 Administrators can provide access

How do I get it?

  1. Sign in to the Office 365 admin centre, and then choose UsersActive Users.
  2. Select an existing user in the list. If you want to create a new administrative user, see Create or edit users and Assigning admin roles.
  3. Next to Product licences, click Edit.
  4. Make sure a Dynamics 365 (online) licence is not assigned to this user, and then click Save.
  5. Next to Roles, click Edit and then click either Global administrator or Customised administrator > Service administrator. For more information about these roles, see Assigning admin roles.
  6. Enter an alternate email address, and then click Save.

Pros and Cons of Admin Access?

A Dynamics 365 (online) service admin cannot do functions restricted to the Office 365 global admin such as manage user accounts, manage subscriptions, access settings for Office 365 apps like Exchange or SharePoint.

Administrative access mode limits access to those areas of Dynamics 365 used to configure or customise the system.

Unlicensed Office 365 Global and Service administrators have access to the administrative areas of Dynamics 365 (online). However, if the administrator also needs access to additional areas of Dynamics 365 (online) you must select a Dynamics 365 (online) licence for the user.

Our recommendation for Dynamics 365 partner access

As a partner we’d recommend Delegated Admin. It enables us to fully access your CRM system without using a licence. This is both cost effective and aids a slicker implementation.