Creating a new Dynamics AX user

This post  explains the process of creating a user manually within AX, either as an Active
Directory user or as an Active Directory user group.

To create a single user, navigate to System administration | Common | Users. The  following window will be opened:

 We can create a new Active Directory user with the following steps:

1. On the Users list page, click on User in the New button group on the action pane,
as shown in the following screenshot:

Once you save the record (or check Enabled), the system will look up the account details
entered in your Active Directory to validate the details entered and also to store those of the
user (or the Active Directory group) and Security Identifier (SID).

You can also create a new user from an Active Directory user group. This is a special case of
user management, where all users in an Active Directory are granted access based on their
user group in the Active Directory.

The concept is that you create a user group in your Active Directory for each role within AX and
add the users into this group.
When the user in the Active Directory user group logs in to AX for the first time, it creates a
specific user with the roles (and privileges) of the user group.

To create a user group user, the steps are the same as per an individual user account, except
for the following fields:

User Id -> This is merely a unique ID, but using the AD user group is preferable.
Alias ->     This is the user group, for example, AXAdmins.
Account type -> This is the Active Directory group.

Once complete, closing the form will save the changes and validate that the Active Directory
user group exists.

Importing users from the Active Directory:

Users can be imported from the Active Directory through the following steps:
 
1. On the Users list page, click on Import. This will open the Active Directory
Import Wizard.


2. Click on Next, which will display the following page:

3. On clicking Next, AX will produce a list of users that will be imported:

 

4. Click on Next to continue to user role selection, or go back to adjust the
selections made:

We now have the option to add the users to roles.Let's say we are adding the finance department to AX. We can add all the finance users in one batch, assigning the Accountant role to all. Once complete, we can move the managers in to the Accounting manager role.

In the preceding example, Josh is a Product designer, but also in charge of IT.

5.Once complete, click on Next and select the profiles that the users should be a part
of, as shown in the following screenshot:



6. Once complete, click on Next.
7. On this final step, clicking on Finish will import the users with the settings you have
specified. Clicking on Cancel will close the wizard without importing the users.

The users will now appear in the Users list page; you can double-click on a record to view the details and make any adjustments.

Happy Daxing :)