Many users often reports issue of not being able to access Dynamics 365 CRM even when they’ve been assigned security roles.
So, Power Platform Admin Center will provide you a Diagnostic Tool to quickly check what type of access is missing at the administration level across the below areas –
- Sign in blocked for the User at M365 level.
- No license for Power Apps / CE Apps.
- Not in Security Group of the Dataverse/CRM environment
Let’s see how we can run the Diagnostics and how to solve each of them!
Run Diagnostics on Users
Here’s how you can Run the Diagnostics on the Users in Power Platform Admin Center –
- Navigate to the Settings once you select the Environment –
- Then, expand the Users + permissions area to see the Users option
- Once you see all the Users, you’ll be able to see which Users you want to select and then investigate for diagnostics.
- When you click on Run Diagnostics, you’ll see the pan on the right hand side complete some tests and then show the results –
- And when you zoom, you’ll see the information as below –
- So, when you check the License information in the M365 Portal (considering you have Admin access), you’ll identify that the User is missing the license for Power Apps / Customer Engagement Apps.
- When I run this for User whose all levels of access are correct, I’ll see the below –
- In other instances, the Sign-in could be blocked as well and this is how it’ll appear. The error message will point out what is causing the User to not access the Dataverse environments.
- And when you check the User in the M365 Admin Center, you’ll see that the Sign-in is blocked –
- And a final reason that a User is not a part of the Security Group which has been assigned to the Environment itself.
In that case, they’ll see the below error –
- So, if you check the Environment in PPAC itself, you can see what Security Group has been applied to the Environment.
- And if you look at this Group, you’ll not find the member in the Security Group at the M365 Level.
You can find the complete Microsoft Learn documentation on the same here – https://learn.microsoft.com/en-gb/power-platform/admin/troubleshooting-user-needs-read-write-access-organization#user-diagnostics?WT.mc_id=DX-MVP-5003911
Hope this helps!
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