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When your firm is growing, you will need to create new users for Engage. Below are instructions to create a new user. If you have any questions, contact the service team.
Steps to Add and Set Up a New User:
To do this, you must be a System Adminstrator.
1. Check for available Dynamics Sales Enterprise licenses.
2. Assign a License and Group to a User.
3. Assign Security Roles/Business Units.
4. Deploy the Dynamics for Outlook App.
Verify Available Dynamics Sales Enterprise Licenses
To access Engage, users need a Dynamics Sales Enterprise license assigned. To see how many licenses you have, you must have Admin privileges.
1. See this article for steps to verify your available licenses.
2. If you need additional licenses, System Administrators can request new licenses by creating a ticket and selecting the Licenses, Billing & User Management category.
Assign a License and Group to User
- Login to Microsoft 365 Admin Portal.
- Go to Users > Active users and locate the user needing a license.
- Click the ellipses > Manage Product licenses > Dynamics 365 Sales Enterprise Edition.
- Click the ellipses again > Manage Groups > ensure the user is a member of the Salentica Engage - Users group.
Add User's Account to Power Platform Admin Center (optional)
Note: Once the user has a Dynamics Sales Enterprise license assigned and belongs to the Salentica Engage – User group, the account should appear in the Engage environment Enable users’ group. If the user does not appear after 2 hours, you can add the user manually with the following steps.
1. From the Power Platform admin center, open Environments, and select the environment where you want to add the new user.
2. Go to Settings > Users + permissions, then click Users.
3. Click Add user and search for the user to add.
Assign Security Roles/Business Units
- From Power Platform Admin Center, select the Environments where you want to set up the user.
- Go to Settings > Users + permissions > Users.
- Search for the user > click the ellipsis > Manage Security roles.
- Assign the needed security roles.
- To assign a Business Unit, select Change business unit.
Note: Ensure the following Security Roles are assigned. These are the minimum roles a user must have to access Engage.
- Sales Enterprise app access - added automatically when Step 1 is completed.
- Salentica CRM Plus Core User
- Salentica Skyline User
- Salentica Standard Role
- Salentica Address Management User Role
- Dynamics 365 App for Outlook User
If you use multiple Business Units, click the ellipsis described above and select Change Business Unit. Changing Business Unit will require you to assign the Security Roles again.
Deploy the Dynamics for Outlook App
The Outlook Dynamics 365 app must be deployed for users to Track and Set Regard emails in engage. Review the instructions in the articles linked below:
