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User Configuration - Admin Guide - Connector for Dynamics 365

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Following guide provides a thorough walk-through on Dynamics 365 user role configuration to allow users to use eSignAnyWhere connector. This is a Dynamics procedure, so it can vary.

Open Environment settings in Power Platform Admin

Go to https://admin.powerplatform.microsoft.com and follow steps below

Figure

Description

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  1. Click on “Environments“

  2. Click on “…“ of the environment that you want to configure

  3. Click on “Settings“

Open User section

Figure

Description

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  1. Click on “Users + permissions“

  2. Click on “Users“

Open security role management

Figure

Description

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  1. Click on “…“ of the user that you want to configure

  2. Click on “Manage security role“

Configure the User

First of all, be sure that the user has a proper role that allows to see the Dynamics module configured with the connector

Figure

Description

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  1. Click on “eSignAnyWhere Admin“ or “eSignAnyWhere User“ role (*)

  2. Click on “Save”

(*): “eSignAnyWhere Admin“ role provides full access to all connector’s functionalities. “eSignAnyWhere User“ role has limited functionalities on:

  • Solution settings change

  • Data mapping change

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