Book Image

Administrating Microsoft Dynamics 365 Business Central Online

By : Andrey Baludin
Book Image

Administrating Microsoft Dynamics 365 Business Central Online

By: Andrey Baludin

Overview of this book

This book features all the information you need to get started with administrating Microsoft Dynamics 365 Business Central Online. It contains detailed information about the admin portal and cloud migration process, all based on real usage experience. The book starts by covering the data migration process for developers, which will show you how to organize the data without code. You’ll also learn how the admin portal can be useful if you want to export a database copy, restore a backup, and set up telemetry to get detailed information about the call stack and operation statuses. As you progress, you’ll learn how to check your Business Central SaaS environment details, create new and different types of environments, and notifications, and keep your cloud data within limits. Later, you’ll explore how to set up cloud migration from an on-premise environment to SaaS, run the migration, upgrade data, and fix problems if something goes wrong. By the end of this book, you’ll be able to create new production and sandbox environments, restore them from backups, analyze environment telemetry, and confidently migrate your data to the cloud.
Table of Contents (15 chapters)
1
Part 1: Dynamics 365 Business Central Admin Center
9
Part 2: Dynamics 365 Business Central Cloud Migration Tool

Required roles

You could be from the Partner or the customer side, I don't know. Not every employee can enter the Admin Center. In this section, we will look at both user types and at the roles that they need to have.

Internal users

For internal users, you must be one of the following to enter:

  1. Global administrator
  2. Dynamics 365 administrator

If you just need to manage Business Central environments, you can use the Dynamics 365 administrator role.

However, in most cases, the person who manages your Business Central infrastructure also creates users and assigns licenses for them, so this way, it is better to have a Global administrator role.

In the next screenshot, you can see how the roles assignment looks from the Azure portal side:

Figure 1.9 – Azure Active Directory roles assignment

Figure 1.9 – Azure Active Directory roles assignment

In addition, you do not need a Dynamics 365 Business Central license to access the Admin Center or even Business Central itself, but without the license, you will have read-only access.

To assign a license to a user, your Global administrator should complete these steps:

  1. Open the Licenses page in Azure Active Directory, select All products and choose your Dynamics 365 Business Central license, Essentials or Premium, depending on what type of environment you have. You can see how many licenses you have and how many of them are currently in use and available to use:
Figure 1.10 – License list

Figure 1.10 – License list

  1. Next, you will see your assigned users list. Then, click + Assign:
Figure 1.11 – License assignment 1

Figure 1.11 – License assignment 1

  1. In the final step, click on + Add users and groups to choose the users you want to assign. You can select several users or even user groups:
Figure 1.12 – License assignment 2

Figure 1.12 – License assignment 2

Delegated admins

A delegated admin is a reselling partner's account that has access to the customer's Dynamics 365 Business Central environment and Admin Center with administrator permissions. This account does not count in Business Central licenses usage, is not visible in the customer's Azure Active Directory, and the customer cannot manage this account, but the customer can remove delegated admin privileges from the partner.

If you are a partner, first of all, the customer must grant you administrator permissions through the relationship request. For this, you need to perform the next actions:

  1. Open the Partner Center.
  2. Open the CSP | Customers menu.
  3. Click on Request a reseller relationship:
Figure 1.13 – Request a reseller relationship

Figure 1.13 – Request a reseller relationship

  1. Choose your customer from the list, make sure that the Include delegated administration privileges for Azure Active Directory and Office 365 box is checked, and send the invitation by clicking the Done button:
Figure 1.14 – Relationship invitation

Figure 1.14 – Relationship invitation

After that, you need to be included in one of these two groups:

  • Admin Agents – These will be Global administrators
  • Helpdesk Agents – These will be Helpdesk administrators.

Both roles will have access to the Admin Center. The customer could remove this permission from a partner from the Microsoft 365 Admin Center: https://admin.microsoft.com/AdminPortal/Home#/partners/.