First submit a Track-It! Ticket
In order to add a user we must first submit a ticket to ITS.
- Head to Service Desk portal here.
When creating a "New ticket":
- In the "Summary of Issues" text field type "Dynamics License Assignment".
- In the "Preferred Contact" text field enter "N/A".
- In the "Detailed Description" text field enter the following: "[GREETING], Please assign [Employee Name] a PGP-Dynamics 365 Case Management Enterprise Edition license and add them into the production and sandbox environment groups as well. Thank you,".
- When finished, click "Submit Ticket".
- Once ITS completes and assigns the license, you will receive an email confirming the completion.
Dynamics Permissions
Head to Dynamics using the website link here.
- Click the "Gear" icon.
- Select the "Advanced Setting".
In "Settings":
- Click the "Settings" drop down.
- Select "Security".
- In "Security", select "Users".
- In the "Search" text field, search employee first and last name.
- In the "Search Results", open employee user.
- In the users account, click "MANAGE ROLES".
In the "Manage User Roles". The employee must have "Customer Service App Access".
- There are three roles depending on the employees title.
- Call Center Operator.
- Call Center Manager.
- Division Admin.
Once You selected the appropriate role, click "OK".
