Create/Assign a User to a Role in Dynamics 365

Description: A Worker on D365 is a different identity from a User. Workers (or employees) are created on the Retail and Commerce layer, where permissions for managing things like customer orders, sales, POS credentials, etc. can be set. Users, on the other hand, determine the role that an employee has on the infrastructure layer for system administration permissions and access to the back office. 

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1. Navigate to System Administration> Users.
   
2. If you are setting up an existing User, filter their name to find the user you would like to assign the role to. 
   
3. If you would like to create a new user, select New on the top navigation bar. 
4. Select Import users.
5. Select the identity from the Azure AD list that you would like to create the User for.
6. Once this is done, navigate back to the Users list and locate the user you created by their name. 
7. Verify that the User name is set; this can be changed if desired.
   
8. Set the default Company that will display when you log into the back office. 
9. Select the dropdown under Person and filter through the Workers list to find the employee that will be assigned to this role. Once located, choose Select. 
10. Select Assign Roles to select the desired roles to assign.
    
11. Search for and select the desired role you would like to assign to the user. Select OK.
12. Once finished, select Save.